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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 %
FHA
326
First Horizon Advisors
Tennessee
$9.96K +$1.61K +40 +19%
SWA
327
SOA Wealth Advisors
New York
$8.1K – – –
AAP
328
Arax Advisory Partners
Colorado
$7.21K +$7.21K +179 New
NC
329
NewSquare Capital
Pennsylvania
$7.13K – – –
T
330
Transce3nd
Texas
$6.16K – – –
TCM
331
TD Capital Management
Tennessee
$5K +$40 +1 +0.8%
Q1WB
332
Quest 10 Wealth Builders
Virginia
$4.75K -$242 -6 -5%
GJIA
333
Glass Jacobson Investment Advisors
Maryland
$3.55K – – –
RIL
334
Rothschild Investment LLC
Illinois
$3.43K – – –
GSWM
335
Golden State Wealth Management
California
$2.74K – – –
LI
336
LRI Investments
Florida
$2.66K – – –
HC
337
Hurley Capital
New York
$1.61K +$1.61K +40 New
KWM
338
Kiker Wealth Management
Georgia
$1.33K +$1.33K +33 New
BTD
339
BankPlus Trust Department
Mississippi
$1.13K – – –
FGAM
340
Financial Gravity Asset Management
Texas
$1.13K +$1.13K +28 New
GFPC
341
Global Financial Private Client
Florida
$1.01K – – –
VCM
342
Versant Capital Management
Arizona
$645 – – –
PPC
343
Park Place Capital
Alabama
$40 +$40 +1 New
QWM
344
Quadcap Wealth Management
Texas
– -$23.4M -594,737 Closed
WCM
345
Weaver Capital Management
Georgia
– -$8.62M -218,728 Closed
Jane Street
346
Jane Street
New York
– -$4.28M -108,542 Closed
EP
347
Essential Planning
New Hampshire
– -$3.39M -84,214 Closed
AI
348
Auour Investments
Massachusetts
– -$2.18M -55,024 Closed
IAA
349
Independent Advisor Alliance
North Carolina
– -$1.8M -45,678 Closed
DIM
350
Delta Investment Management
California
– -$1.47M -37,306 Closed
12 13
14
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