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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$24.5M 611,658 +30,995 +5%
WAM
27
Weatherly Asset Management
California
$22.5M 560,026 +15,072 +3%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$21.4M 533,103 +6,086 +1%
HFS
29
Howard Financial Services
Texas
$21.1M 526,422 +11,666 +2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$20.6M 514,531 +271,382 +112%
PA
31
Pinnacle Associates
New York
$19.8M 493,006 +38,798 +9%
MFS
32
McNamara Financial Services
Massachusetts
$19.7M 490,991 +5,578 +1%
KAS
33
Kestra Advisory Services
Texas
$18.9M 470,400 +10,338 +2%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$18.5M 460,791 +16,390 +4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$16.9M 420,775 +78,558 +23%
CIA
36
Concurrent Investment Advisors
Florida
$16M 399,379 +37,368 +10%
DP
37
Denver PWM
Colorado
$16M 397,767 +28,266 +8%
DWP
38
Destiny Wealth Partners
Florida
$15.2M 378,330 +6,193 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$15M 374,053 -1,597 -0.4%
FWP
40
FAS Wealth Partners
Kansas
$14.6M 364,567 +13,824 +4%
1NWS
41
1 North Wealth Services
Maryland
$14.1M 351,017 +26,652 +8%
KW
42
KWB Wealth
California
$14M 348,119 +87,207 +33%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$13.4M 334,622 +46,530 +16%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$13.4M 334,266 -30,838 -8%
AWM
45
Austin Wealth Management
Texas
$13.4M 335,708 -32,460 -9%
SHJ
46
Sharkey, Howes & Javer
Colorado
$12.5M 312,358 +71,666 +30%
Cerity Partners
47
Cerity Partners
New York
$12.5M 311,427 -8,896 -3%
VC
48
Vicus Capital
Pennsylvania
$11.5M 287,942 +9,783 +4%
SPIA
49
Steward Partners Investment Advisory
New York
$11.3M 281,691 +38,883 +16%
MWML
50
M Wealth Management LLC
California
$10.8M 269,259 -1,989 -0.7%
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