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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 %
RWM
351
Reston Wealth Management
Virginia
– -$1.41M -35,718 Closed
NRI
352
NFP Retirement Inc
California
– -$969K -24,605 Closed
FTUS
353
Flow Traders U.S.
New York
– -$888K -22,549 Closed
Citadel Advisors
354
Citadel Advisors
Florida
– -$753K -19,126 Closed
SWTS
355
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$627K -15,912 Closed
PWH
356
Priebe Wealth Holdings
Minnesota
– -$433K -11,000 Closed
HFAS
357
Hummer Financial Advisory Services
Illinois
– -$414K -10,500 Closed
NEPPG
358
New England Professional Planning Group
Rhode Island
– -$399K -10,127 Closed
AT
359
American Trust
Kentucky
– -$391K -9,920 Closed
TC
360
TownSquare Capital
Utah
– -$307K -7,804 Closed
VF
361
Virtu Financial
New York
– -$294K -7,463 Closed
NAM
362
NTV Asset Management
West Virginia
– -$292K -7,425 Closed
WP
363
WMS Partners
Maryland
– -$290K -7,362 Closed
KP
364
Keel Point
Alabama
– -$241K -6,121 Closed
CFAM
365
Center For Asset Management
Florida
– -$236K -6,003 Closed
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
– -$233K -5,918 Closed
TPW
367
Transatlantique Private Wealth
New York
– -$208K -5,290 Closed
DW30
368
Drucker Wealth 3.0
New Jersey
– -$201K -5,108 Closed
MA
369
Montag & Associates
Georgia
– -$44K -1,118 Closed
CFGS
370
Concourse Financial Group Securities
Alabama
– -$42K -1,066 Closed
OC
371
Oarsman Capital
Wisconsin
– -$35.5K -900 Closed
CP
372
Castleview Partners
Texas
– -$20.4K -517 Closed
FIA
373
FPC Investment Advisory
California
– -$19.8K -498 Closed
SAM
374
Synergy Asset Management
Washington
– -$14K -339 Closed
KA
375
Kozak & Associates
Colorado
– -$12.1K -306 Closed
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