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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 %
GSWM
351
Golden State Wealth Management
California
$2.68K +$2.68K +68 New
LI
352
LRI Investments
Florida
$2.6K – – –
NS
353
NBC Securities
Alabama
$1.65K -$1.76M -43,644 -100%
BTD
354
BankPlus Trust Department
Mississippi
$1.1K +$1.1K +28 New
FGC
355
Financial Gravity Companies
Texas
$1.1K +$1.1K +28 New
GFPC
356
Global Financial Private Client
Florida
$985 +$985 +25 New
VCM
357
Versant Capital Management
Arizona
$630 – – –
TRCT
358
Tower Research Capital (TRC)
New York
$591 +$315 +8 +114%
WIA
359
World Investment Advisors
California
– -$5.37M -129,771 Closed
MAM
360
Milestone Asset Management
Pennsylvania
– -$4.88M -117,973 Closed
BFWM
361
Bright Futures Wealth Management
New York
– -$1.3M -32,351 Closed
Verition Fund Management
362
Verition Fund Management
Connecticut
– -$952K -23,000 Closed
SWM
363
SilverOak Wealth Management
Minnesota
– -$934K -22,556 Closed
CA
364
Cornerstone Advisory
Maryland
– -$837K -20,222 Closed
BF
365
BOK Financial
Oklahoma
– -$617K -15,000 Closed
WA
366
Waterford Advisors
New York
– -$540K -13,041 Closed
VCM
367
Virtue Capital Management
Tennessee
– -$481K -11,608 Closed
PCG
368
Prosperity Consulting Group
Maryland
– -$402K -9,713 Closed
TW
369
Towerpoint Wealth
California
– -$277K -6,685 Closed
CWM
370
Congress Wealth Management
Massachusetts
– -$267K -6,451 Closed
PWM
371
Perigon Wealth Management
California
– -$266K -6,430 Closed
VT
372
Vise Technologies
New York
– -$260K -6,278 Closed
DAS
373
Dynamic Advisor Solutions
Arizona
– -$259K -6,255 Closed
LJAC
374
L.J. Altfest & Co
New York
– -$256K -6,188 Closed
AFO
375
Arrowroot Family Office
California
– -$250K -6,039 Closed
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