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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.

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
1
Koshinski Asset Management
Illinois
$19.8B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$107M
4
WWA
4
WCG Wealth Advisors
Nevada
$28.8M
5
LPL Financial
5
LPL Financial
California
$114M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$256M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$66.4M
3
MFS
3
McNamara Financial Services
Massachusetts
$18M
4
UBS Group
4
UBS Group
Switzerland
$57.1M
5
WIA
5
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
376
Hilltop Holdings
Texas
– -$237K -5,733 Closed
LWL
377
Leo Wealth LLC
Texas
– -$237K -5,726 Closed
BIP
378
Blueprint Investment Partners
North Carolina
– -$226K -5,457 Closed
CAG
379
Csenge Advisory Group
Florida
– -$218K -5,359 Closed
COCM
380
Charter Oak Capital Management
New Hampshire
– -$215K -5,185 Closed
TSS
381
Two Sigma Securities
New York
– -$209K -5,058 Closed
LA
382
Lifeworks Advisors
Michigan
– -$205K -4,963 Closed
WA
383
Wealth Alliance
New York
– -$201K -4,848 Closed
SAG
384
SageView Advisory Group
California
– -$200K -4,841 Closed
BWP
385
Baldwin Wealth Partners
Massachusetts
– -$167K -4,039 Closed
NP
386
NorthRock Partners
Minnesota
– -$155K -3,738 Closed
OAJ
387
Ogorek Anthony Joseph
New York
– -$34K -839 Closed
CT
388
Coastline Trust
Rhode Island
– -$22.5K -544 Closed
CPA
389
Clear Point Advisors
New York
– -$15.1K -366 Closed
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
– -$10.3K -248 Closed
JPWM
391
Jamison Private Wealth Management
Georgia
– -$7.66K -185 Closed
GSEP
392
Golden State Equity Partners
California
– -$6.27K -150 Closed
WWM
393
Wolff Wiese Magana
California
– -$4.64K -112 Closed
APC
394
Aspire Private Capital
North Carolina
– -$41 -1 Closed
12 13 14 15
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