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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 %
CAL
301
Capital Advisors Ltd
Ohio
$165K +$26.3K +669 +19%
AF
302
Allworth Financial
California
$159K – – –
PWMG
303
Prestige Wealth Management Group
New Jersey
$147K – – –
NFSG
304
Newbridge Financial Services Group
Florida
$110K +$2.09K +53 +2%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$110K +$107K +2,719 +4,248%
BAM
306
Bellevue Asset Management
Washington
$105K +$35.5K +901 +51%
HGERS
307
Householder Group Estate & Retirement Specialist
Arizona
$99K -$24.8K -633 -20%
PCM
308
Perritt Capital Management
Illinois
$93.2K +$21.2K +539 +30%
FDW
309
Fourth Dimension Wealth
Ohio
$90.8K +$90.8K +2,251 New
CIA
310
Cape Investment Advisory
Georgia
$78.4K +$8.35K +212 +12%
Citigroup
311
Citigroup
New York
$78.3K -$358K -9,095 -82%
FIM
312
FWL Investment Management
Texas
$71.4K +$2.17K +55 +3%
IA
313
IFP Advisors
Florida
$63.5K -$5.83K -148 -8%
TWC
314
TD Waterhouse Canada
Ontario, Canada
$63.1K – – –
AIC
315
Archer Investment Corporation
Indiana
$62.5K – – –
PB
316
Pinnacle Bancorp
Nebraska
$58.7K – – –
CA
317
CoreCap Advisors
Michigan
$58.4K -$13.2K -336 -18%
PP
318
Pacifica Partners
Canada
$54.4K -$276 -7 -0.5%
Bank of Montreal
319
Bank of Montreal
Ontario, Canada
$52.2K +$16K +405 +44%
WTFG
320
Wood Tarver Financial Group
Idaho
$46K +$46K +1,187 New
CSC
321
Caldwell Sutter Capital
California
$45.7K – – –
MA
322
Montag & Associates
Georgia
$44K – – –
AWM
323
AE Wealth Management
Kansas
$42.7K +$42.7K +1,084 New
T
324
Tidemark
California
$42.2K -$8.94K -227 -17%
CFGS
325
Concourse Financial Group Securities
Alabama
$42K -$6.19K -157 -13%
11 12
13
14 15