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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
$99.7M
2
CVM
Cheviot Value Management
California
$38.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$118M
4
SEIA
Signature Estate & Investment Advisors
California
$274M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M

Top Sellers

1
QWM
Quadcap Wealth Management
Texas
$0
2
Bank of America
Bank of America
North Carolina
$84.9M
3
SIG
Spinnaker Investment Group
California
$2.7M
4
WCM
Weaver Capital Management
Georgia
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCWM
276
Red Crane Wealth Management
California
$213K -$16K -396 -7%
CAG
277
Csenge Advisory Group
Florida
$213K +$213K +5,350 New
SWP
278
Stratos Wealth Partners
Ohio
$210K +$4.23K +105 +2%
MA
279
MCF Advisors
Kentucky
$206K +$1.73K +43 +0.8%
ACM
280
Absolute Capital Management
Pennsylvania
$202K -$3.83K -95 -2%
LAMNM
281
Longview Asset Management (New Mexico)
New Mexico
$202K +$202K +5,005 New
GGS
282
Galvin Gaustad & Stein
Arizona
$201K +$201K +5,000 New
PCG
283
Prosperity Consulting Group
Maryland
$201K +$201K +4,978 New
WIM
284
Westside Investment Management
California
$193K – – –
SS
285
SBI Securities
Japan
$189K -$604 -15 -0.3%
WSFS
286
Wilmington Savings Fund Society
Delaware
$188K +$2.58K +64 +1%
LFA
287
Laraway Financial Advisors
Minnesota
$187K -$4.23K -105 -2%
PCM
288
Perritt Capital Management
Illinois
$179K +$83.3K +2,068 +87%
AF
289
Allworth Financial
California
$161K – – –
FIM
290
FWL Investment Management
Texas
$151K +$77.8K +1,932 +107%
PWMG
291
Prestige Wealth Management Group
New Jersey
$151K – – –
PWMG
292
Private Wealth Management Group
New Jersey
$124K +$124K +3,076 New
GWSG
293
GPS Wealth Strategies Group
Colorado
$123K -$59K -1,463 -32%
NFSG
294
Newbridge Financial Services Group
Florida
$114K +$927 +23 +0.8%
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$114K +$1.45K +36 +1%
BAM
296
Bellevue Asset Management
Washington
$105K -$2.22K -55 -2%
MG
297
Mather Group
Illinois
$86K +$86K +2,134 New
Citigroup
298
Citigroup
New York
$82.8K +$2.62K +65 +3%
US Bancorp
299
US Bancorp
Minnesota
$65.5K -$108K -2,668 -62%
NC
300
North Capital
Utah
$64.6K +$64.6K +1,603 New
10 11
12
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