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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 22 closing their positions.

Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.32%
New
28
Increased
130
Reduced
125
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$50.2M
2
MFA
2
Morling Financial Advisors
California
$34.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$111M
4
SEIA
4
Signature Estate & Investment Advisors
California
$291M
5
Morgan Stanley
5
Morgan Stanley
New York
$208M

Top Sellers

1
EWM
1
Executive Wealth Management
Michigan
$469K
2
SMM
2
Stadion Money Management
Georgia
$25.4M
3
Wells Fargo
3
Wells Fargo
California
$52.1M
4
Bank of America
4
Bank of America
North Carolina
$87.3M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Weatherly Asset Management
California
$18.5M -$650K -16,371 -3%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$18.2M +$299K +7,516 +2%
JBA
28
Johnson Bixby & Associates
Washington
$17.8M -$1.13M -28,553 -6%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$16.3M +$1.04M +26,123 +7%
SIG
30
Spinnaker Investment Group
California
$15.2M -$837K -21,080 -5%
DP
31
Denver PWM
Colorado
$14.9M +$1.95M +49,042 +15%
HFS
32
Howard Financial Services
Texas
$14.9M -$3.48M -87,562 -19%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$13.9M +$5.14M +129,338 +58%
Cerity Partners
34
Cerity Partners
New York
$13.4M -$1.02M -25,559 -7%
SPIA
35
Steward Partners Investment Advisory
New York
$12.9M +$428K +10,781 +3%
AWM
36
Austin Wealth Management
Texas
$12.7M +$1.49M +37,193 +13%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$12.6M -$107K -2,705 -0.8%
DWP
38
Destiny Wealth Partners
Florida
$12.4M +$68.4K +1,723 +0.6%
FWP
39
FAS Wealth Partners
Kansas
$11.9M +$138K +3,485 +1%
CCM
40
Canal Capital Management
Virginia
$11.9M +$17.5K +440 +0.1%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$11.6M +$704K +17,718 +6%
KAS
42
Kestra Advisory Services
Texas
$10.2M +$1.71M +42,968 +20%
CRC
43
Curi RMB Capital
Illinois
$9.95M -$328K -8,269 -3%
BIA
44
Barry Investment Advisors
Massachusetts
$9.84M -$612K -15,396 -6%
PAG
45
Private Advisor Group
New Jersey
$9.48M -$68.9K -1,735 -0.7%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$9.15M +$1.17M +29,398 +15%
VC
47
Vicus Capital
Pennsylvania
$9.05M -$1M -25,177 -10%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$8.46M -$4.03M -101,465 -32%
QWM
49
Quadcap Wealth Management
Texas
$8.44M +$4.12M +103,764 +95%
BA
50
Ballew Advisors
Mississippi
$8.44M -$522K -13,028 -6%
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