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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

343 hedge funds and large institutions have $3B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
30
Increased
165
Reduced
112
Closed
34
Calls
$492K
Puts
–
Net Calls
+$492K
Net Calls Change
+$311K

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$47.8M
2
CVM
Cheviot Value Management
California
+$38.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$37.3M
4
SEIA
Signature Estate & Investment Advisors
California
+$12.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.4M

Top Sellers

1
QWM
Quadcap Wealth Management
Texas
-$23.4M
2
Bank of America
Bank of America
North Carolina
-$12.7M
3
SIG
Spinnaker Investment Group
California
-$10.5M
4
WCM
Weaver Capital Management
Georgia
-$8.62M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGFA
251
Colton Groome Financial Advisors
North Carolina
$289K -$39.8K -989 -12%
PA
252
Parallel Advisors
California
$284K +$108K +2,683 +61%
TDC
253
Thompson Davis & Co
Virginia
$281K +$281K +6,975 New
CAL
254
Capital Advisors Ltd
Ohio
$277K +$108K +2,671 +64%
VHAM
255
Van Hulzen Asset Management
California
$270K – – –
TIAA Trust, National Association
256
TIAA Trust, National Association
North Carolina
$264K -$121 -3 -0%
VNA
257
Valley National Advisers
Pennsylvania
$261K -$202K -5,015 -44%
TNA
258
True North Advisors
Texas
$256K -$1.07M -26,466 -81%
AWM
259
Ariadne Wealth Management
California
$256K -$24.7K -622 -9%
MAG
260
M3 Advisory Group
Massachusetts
$248K +$5.44K +135 +2%
S
261
Sachetta
Massachusetts
$248K +$2.1K +52 +0.9%
SF
262
Symphony Financial
Texas
$247K +$7.36K +185 +3%
LFAS
263
Level Four Advisory Services
Texas
$246K -$269K -6,687 -52%
DWM
264
DKM Wealth Management
California
$245K – – –
FPCG
265
Forum Private Client Group
Indiana
$244K -$40.1K -995 -14%
SFM
266
Signet Financial Management
New Jersey
$241K +$15.7K +389 +7%
Betterment LLC
267
Betterment LLC
New York
$237K +$16.6K +412 +8%
GHA
268
GW Henssler & Associates
Georgia
$234K +$234K +5,811 New
EIA
269
Eldridge Investment Advisors
New Hampshire
$234K – – –
IA
270
IFP Advisors
Florida
$231K +$166K +4,115 +255%
BCM
271
Brookstone Capital Management
Illinois
$231K -$242 -6 -0.1%
DSAM
272
Dock Street Asset Management
Florida
$225K – – –
ACP
273
Aveo Capital Partners
Colorado
$222K -$113K -2,830 -34%
DAM
274
Deltec Asset Management
New York
$218K – – –
AI
275
Atria Investments
North Carolina
$217K +$3.1K +77 +1%
9 10
11
12 13