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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 103 reducing their positions, and 30 closing their positions.

Holders
323
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
32
Increased
143
Reduced
103
Closed
30
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$22.7M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$18M
3
SEIA
3
Signature Estate & Investment Advisors
California
$283M
4
SPIA
4
Steward Partners Investment Advisory
New York
$12.6M
5
UBS Group
5
UBS Group
Switzerland
$62.5M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$98.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$204M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$73.6M
4
Jane Street
4
Jane Street
New York
$5.31M
5
TNA
5
True North Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
26
Spinnaker Investment Group
California
$16.2M +$60.3K +1,506 +0.4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$15.6M +$507K +12,648 +3%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$15.4M +$1.79M +44,622 +13%
Cerity Partners
29
Cerity Partners
New York
$14.3M -$3.52M -89,518 -20%
DP
30
Denver PWM
Colorado
$12.9M +$984K +24,804 +8%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$12.8M +$6.43M +160,540 +100%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$12.6M -$4.19M -104,633 -25%
SPIA
33
Steward Partners Investment Advisory
New York
$12.6M +$12.3M +308,260 +5,437%
DWP
34
Destiny Wealth Partners
Florida
$12.4M +$721K +18,007 +6%
CCM
35
Canal Capital Management
Virginia
$12M +$1.4M +35,034 +13%
FWP
36
FAS Wealth Partners
Kansas
$11.9M +$192K +4,798 +2%
AWM
37
Austin Wealth Management
Texas
$11.1M +$637K +16,114 +6%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$11M +$1.07M +26,770 +11%
BIA
39
Barry Investment Advisors
Massachusetts
$10.5M -$326K -8,144 -3%
CRC
40
Curi RMB Capital
Illinois
$10.4M +$10.4M +258,730 New
EWM
41
Executive Wealth Management
Michigan
$10.2M +$1.37M +34,520 +15%
VC
42
Vicus Capital
Pennsylvania
$10.1M +$453K +11,306 +5%
PAG
43
Private Advisor Group
New Jersey
$9.63M +$386K +9,627 +4%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$8.86M -$4.41M -110,192 -33%
BA
45
Ballew Advisors
Mississippi
$8.79M -$323K -8,223 -4%
KAS
46
Kestra Advisory Services
Texas
$8.54M +$6.06M +151,295 +244%
LGWM
47
Litman Gregory Wealth Management
California
$8.33M +$392K +9,776 +5%
HIG
48
Herr Investment Group
Texas
$8.14M -$741K -18,490 -8%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$8.05M +$2.45M +61,253 +44%
BFC
50
Bedel Financial Consulting
Indiana
$7.99M +$192K +4,801 +2%
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