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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
32
Increased
143
Reduced
103
Closed
30
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.7M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18M
3
SEIA
Signature Estate & Investment Advisors
California
$283M
4
SPIA
Steward Partners Investment Advisory
New York
$12.6M
5
UBS Group
UBS Group
Switzerland
$62.5M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$98.9M
2
Morgan Stanley
Morgan Stanley
New York
$204M
3
Osaic Holdings
Osaic Holdings
Arizona
$73.6M
4
Jane Street
Jane Street
New York
$5.31M
5
TNA
True North Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
276
Sachetta
Massachusetts
$148K – – –
SOS
277
Silver Oak Securities
Tennessee
$117K -$181K -4,516 -61%
NFSG
278
Newbridge Financial Services Group
Florida
$107K +$35.8K +895 +50%
CT
279
Cambridge Trust
Massachusetts
$106K +$106K +2,635 New
BWP
280
Baldwin Wealth Partners
Massachusetts
$102K – – –
PP
281
Pacifica Partners
Canada
$101K -$6.6K -166 -6%
HGERS
282
Householder Group Estate & Retirement Specialist
Arizona
$88.8K +$26K +648 +41%
OAJ
283
Ogorek Anthony Joseph
New York
$84K – – –
TIM
284
Tortoise Investment Management
New York
$78.9K -$181K -4,517 -70%
AFG
285
Albion Financial Group
Utah
$73.1K -$3.24K -81 -4%
CA
286
CoreCap Advisors
Michigan
$70K +$70K +1,749 New
FIM
287
Fernwood Investment Management
Massachusetts
$68.5K +$68.5K +1,710 New
US Bancorp
288
US Bancorp
Minnesota
$65.7K +$58.7K +1,465 +837%
AIC
289
Archer Investment Corporation
Indiana
$63.6K – – –
TWC
290
TD Waterhouse Canada
Ontario, Canada
$63.3K – – –
SWM
291
Spire Wealth Management
Virginia
$60.2K – – –
PB
292
Pinnacle Bancorp
Nebraska
$59.6K -$3.85K -96 -6%
CPA
293
Clear Point Advisors
New York
$56.2K +$80 +2 +0.1%
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$53.7K -$16.9K -422 -24%
CFGS
295
Concourse Financial Group Securities
Alabama
$50.4K -$15.4K -384 -23%
OIA
296
Optimum Investment Advisors
Illinois
$48.1K – – –
FIM
297
FWL Investment Management
Texas
$46.6K +$4.33K +108 +10%
CSC
298
Caldwell Sutter Capital
California
$46.5K +$6.01K +150 +15%
MA
299
Montag & Associates
Georgia
$44.8K – – –
CIA
300
Cape Investment Advisory
Georgia
$39.9K -$1.44K -36 -3%
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