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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 %
TWC
301
TD Waterhouse Canada
Ontario, Canada
$64.3K – – –
AIC
302
Archer Investment Corporation
Indiana
$63.9K – – –
PB
303
Pinnacle Bancorp
Nebraska
$62.3K +$2.34K +58 +4%
CIA
304
Cape Investment Advisory
Georgia
$61K -$19.2K -477 -24%
CA
305
CoreCap Advisors
Michigan
$59.8K – – –
FDW
306
Fourth Dimension Wealth
Ohio
$56.9K -$33.8K -838 -37%
PP
307
Pacifica Partners
Canada
$55.8K +$81 +2 +0.1%
CSC
308
Caldwell Sutter Capital
California
$47.2K +$443 +11 +0.9%
T
309
Tidemark
California
$43.2K +$40 +1 +0.1%
RWPA
310
Richard W. Paul & Associates
Michigan
$42.3K – – –
NMG
311
New Millennium Group
Utah
$39.4K – – –
CCM
312
Coldstream Capital Management
Washington
$38K +$38K +943 New
AP
313
Atwood & Palmer
Missouri
$37.1K – – –
IRC
314
Investors Research Corp
Georgia
$33.1K – – –
WTA
315
Washington Trust Advisors
Massachusetts
$32K – – –
LFG
316
Larson Financial Group
Missouri
$31.5K +$242 +6 +0.8%
CTC
317
Central Trust Company
Missouri
$26.8K +$26.8K +665 New
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$21.6K -$31.8K -789 -60%
ACA
319
Aptus Capital Advisors
Alabama
$18.8K +$18.8K +467 New
ACM
320
Anfield Capital Management
California
$16.3K – – –
TIM
321
Tortoise Investment Management
New York
$14.9K -$14.5K -360 -49%
WTFG
322
Wood Tarver Financial Group
Idaho
$14.2K -$33.6K -834 -70%
NCM
323
Northwest Capital Management
Oregon
$14.2K +$3.67K +91 +35%
AWM
324
AE Wealth Management
Kansas
$11.6K -$32.1K -796 -73%
PSFG
325
Park Square Financial Group
Georgia
$10.7K – – –
11 12
13
14 15