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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.32%
New
28
Increased
130
Reduced
125
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$50.2M
2
MFA
Morling Financial Advisors
California
$34.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
4
SEIA
Signature Estate & Investment Advisors
California
$291M
5
Morgan Stanley
Morgan Stanley
New York
$208M

Top Sellers

1
EWM
Executive Wealth Management
Michigan
$469K
2
SMM
Stadion Money Management
Georgia
$25.4M
3
Wells Fargo
Wells Fargo
California
$52.1M
4
Bank of America
Bank of America
North Carolina
$87.3M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
301
Bank of Montreal
Ontario, Canada
$36.8K -$16.9K -422 -31%
AP
302
Atwood & Palmer
Missouri
$36.6K – – –
OAJ
303
Ogorek Anthony Joseph
New York
$33K -$49.7K -1,264 -60%
IRC
304
Investors Research Corp
Georgia
$32.7K – – –
WTA
305
Washington Trust Advisors
Massachusetts
$31.6K – – –
LFG
306
Larson Financial Group
Missouri
$31K +$31K +781 New
CP
307
Castleview Partners
Texas
$20.6K – – –
OWA
308
Opal Wealth Advisors
New York
$16.4K +$16.4K +412 New
ACM
309
Anfield Capital Management
California
$16K +$16K +404 New
SWA
310
SOA Wealth Advisors
New York
$7.98K – – –
FHA
311
First Horizon Advisors
Tennessee
$7.98K -$11.5K -287 -59%
JPWM
312
Jamison Private Wealth Management
Georgia
$7.35K – – –
NC
313
NewSquare Capital
Pennsylvania
$7.03K – – –
TCM
314
TD Capital Management
Tennessee
$4.74K +$40 +1 +0.8%
HNB
315
Huntington National Bank
Ohio
$4.21K – – –
KFS
316
Kelly Financial Services
Massachusetts
$3.97K – – –
GJIA
317
Glass Jacobson Investment Advisors
Maryland
$3.58K – – –
RIL
318
Rothschild Investment LLC
Illinois
$3.38K +$3.38K +85 New
LI
319
LRI Investments
Florida
$2.62K – – –
BNP Paribas Financial Markets
320
BNP Paribas Financial Markets
France
$1.35K +$1.35K +34 New
VCM
321
Versant Capital Management
Arizona
$636 – – –
TRCT
322
Tower Research Capital (TRC)
New York
$516 +$516 +13 New
CPG
323
Cornerstone Planning Group
New Jersey
$83 +$83 +2 New
APC
324
Aspire Private Capital
North Carolina
$40 -$7.6K -190 -99%
Fidelity Investments
325
Fidelity Investments
Massachusetts
$40 -$40 -1 -50%
10 11 12
13
14