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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

334 hedge funds and large institutions have $3.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 151 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
4.48%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
25
Increased
151
Reduced
116
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$554M
2
KIM
2
Kestra Investment Management
Texas
$159M
3
Jane Street
3
Jane Street
New York
$31.9M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$42.8M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$135M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$212M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2M
3
Morgan Stanley
3
Morgan Stanley
New York
$221M
4
HWM
4
HB Wealth Management
Georgia
$6.08M
5
WWA
5
WCG Wealth Advisors
Nevada
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
326
Transce3nd
Texas
$6.14K – – –
TCM
327
TD Capital Management
Tennessee
$5.04K +$80 +2 +2%
RIL
328
Rothschild Investment LLC
Illinois
$3.41K – – –
GSWM
329
Golden State Wealth Management
California
$2.73K – – –
LI
330
LRI Investments
Florida
$2.65K – – –
TRCT
331
Tower Research Capital (TRC)
New York
$1.56K +$1.56K +39 New
BTD
332
BankPlus Trust Department
Mississippi
$1.12K – – –
VCM
333
Versant Capital Management
Arizona
$642 – – –
FGC
334
Financial Gravity Companies
Texas
$562 +$562 +14 New
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
– -$2.82M -70,104 Closed
AFP
336
Ausdal Financial Partners
Iowa
– -$1.45M -35,952 Closed
WFAG
337
Worth Financial Advisory Group
North Carolina
– -$1.4M -34,643 Closed
AWS
338
Atria Wealth Solutions
New York
– -$1.3M -32,204 Closed
MSAM
339
Moloney Securities Asset Management
Missouri
– -$1.24M -30,894 Closed
SFC
340
Strategic Financial Concepts
Texas
– -$622K -15,448 Closed
IWM
341
IHT Wealth Management
Illinois
– -$362K -8,987 Closed
NCFG
342
New Century Financial Group
New Jersey
– -$349K -8,653 Closed
HA
343
Hofer & Associates
California
– -$346K -8,590 Closed
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
– -$305K -7,560 Closed
WA
345
Waterford Advisors
New York
– -$293K -7,271 Closed
PA
346
Parallel Advisors
California
– -$284K -7,060 Closed
FPCG
347
Forum Private Client Group
Indiana
– -$244K -6,060 Closed
ACP
348
Aveo Capital Partners
Colorado
– -$222K -5,561 Closed
CAG
349
Csenge Advisory Group
Florida
– -$213K -5,350 Closed
RCWM
350
Red Crane Wealth Management
California
– -$213K -5,292 Closed
11 12 13
14
15