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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

358 hedge funds and large institutions have $22.6B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
4.77%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
62
Increased
143
Reduced
115
Closed
36
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$19.8B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$107M
4
WWA
WCG Wealth Advisors
Nevada
$28.8M
5
LPL Financial
LPL Financial
California
$114M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$256M
2
Osaic Holdings
Osaic Holdings
Arizona
$66.4M
3
MFS
McNamara Financial Services
Massachusetts
$18M
4
UBS Group
UBS Group
Switzerland
$57.1M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFAM
276
Center For Asset Management
Florida
$236K -$39.5K -1,003 -14%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$233K -$4.43M -112,348 -95%
EIA
278
Eldridge Investment Advisors
New Hampshire
$230K -$2.63M -66,747 -92%
EWM
279
Endowment Wealth Management
Wisconsin
$227K +$227K +5,770 New
BCM
280
Brookstone Capital Management
Illinois
$226K -$1.77K -45 -0.8%
RCWM
281
Red Crane Wealth Management
California
$224K +$224K +5,688 New
UIM
282
Unified Investment Management
Georgia
$221K +$221K +5,613 New
SFM
283
Signet Financial Management
New Jersey
$221K -$122K -3,091 -36%
DSAM
284
Dock Street Asset Management
Florida
$220K – – –
Betterment LLC
285
Betterment LLC
New York
$215K -$88.5K -2,248 -29%
DAM
286
Deltec Asset Management
New York
$213K – – –
AI
287
Atria Investments
North Carolina
$209K +$209K +5,303 New
TPW
288
Transatlantique Private Wealth
New York
$208K +$11.4K +289 +6%
EWM
289
Executive Wealth Management
Michigan
$202K -$266K -6,747 -57%
ACM
290
Absolute Capital Management
Pennsylvania
$201K +$201K +5,114 New
DW30
291
Drucker Wealth 3.0
New Jersey
$201K -$296K -7,512 -60%
SWP
292
Stratos Wealth Partners
Ohio
$201K +$201K +5,102 New
MA
293
MCF Advisors
Kentucky
$199K +$3.74K +95 +2%
WIM
294
Westside Investment Management
California
$189K – – –
LFA
295
Laraway Financial Advisors
Minnesota
$187K +$7.92K +201 +4%
SS
296
SBI Securities
Japan
$186K +$186K +4,713 New
WSFS
297
Wilmington Savings Fund Society
Delaware
$181K -$50.7K -1,286 -22%
GWSG
298
GPS Wealth Strategies Group
Colorado
$178K +$827 +21 +0.5%
PA
299
Parallel Advisors
California
$172K +$172K +4,377 New
US Bancorp
300
US Bancorp
Minnesota
$169K +$111K +2,815 +190%
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