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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 %
VAG
301
VisionPoint Advisory Group
Texas
$38.3K – – –
AP
302
Atwood & Palmer
Missouri
$36.9K – – –
PCM
303
Perritt Capital Management
Illinois
$35.6K +$641 +16 +2%
IA
304
IFP Advisors
Florida
$33.1K -$240 -6 -0.7%
IRC
305
Investors Research Corp
Georgia
$32.9K – – –
WTA
306
Washington Trust Advisors
Massachusetts
$31.8K – – –
AF
307
Allworth Financial
California
$24.4K +$24.4K +610 New
CP
308
Castleview Partners
Texas
$20.7K +$360 +9 +2%
BAM
309
Bellevue Asset Management
Washington
$20.3K +$4.13K +103 +26%
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$20K – – –
FHA
311
First Horizon Advisors
Tennessee
$19.5K +$882 +22 +5%
FFWM
312
Future Financial Wealth Management
Ohio
$18K +$18K +450 New
VWM
313
Valley Wealth Managers
New Jersey
$17.9K – – –
SWA
314
SOA Wealth Advisors
New York
$8.05K – – –
APC
315
Aspire Private Capital
North Carolina
$7.65K – – –
JPWM
316
Jamison Private Wealth Management
Georgia
$7.41K +$7.41K +185 New
NC
317
NewSquare Capital
Pennsylvania
$7.09K – – –
TCM
318
TD Capital Management
Tennessee
$4.72K +$40 +1 +0.9%
KFS
319
Kelly Financial Services
Massachusetts
$4.01K – – –
GJIA
320
Glass Jacobson Investment Advisors
Maryland
$3.61K – – –
LI
321
LRI Investments
Florida
$2.64K +$2.64K +66 New
VCM
322
Versant Capital Management
Arizona
$641 – – –
Fidelity Investments
323
Fidelity Investments
Massachusetts
$80 +$80 +2 New
TNA
324
True North Advisors
Texas
– -$22.1M -548,370 Closed
CWM
325
Curi Wealth Management
North Carolina
– -$9.32M -231,455 Closed
11 12
13
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