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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 %
Raymond James Financial
26
Raymond James Financial
Florida
$24.9M +$24.9M +631,143 New
QWM
27
Quadcap Wealth Management
Texas
$23.4M +$9.07M +230,252 +63%
WAM
28
Weatherly Asset Management
California
$19.9M +$1.38M +34,927 +7%
MFS
29
McNamara Financial Services
Massachusetts
$18M -$6.53M -165,823 -27%
HFS
30
Howard Financial Services
Texas
$18M +$2.65M +67,218 +17%
KAS
31
Kestra Advisory Services
Texas
$17.2M +$3.84M +97,489 +29%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$17.2M +$723K +18,354 +4%
PA
33
Pinnacle Associates
New York
$15.9M +$10.4M +262,922 +186%
HWM
34
HB Wealth Management
Georgia
$15.9M +$11.9M +303,363 +306%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$14.8M +$499K +12,679 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$14.1M -$5.34M -135,551 -27%
DWP
37
Destiny Wealth Partners
Florida
$14.1M +$1.23M +31,115 +10%
DP
38
Denver PWM
Colorado
$14M -$1.22M -31,037 -8%
1NWS
39
1 North Wealth Services
Maryland
$14M +$14M +356,119 New
AWM
40
Austin Wealth Management
Texas
$13.5M +$326K +8,247 +2%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$13.3M +$580K +14,730 +5%
Cerity Partners
42
Cerity Partners
New York
$13.2M -$129K -3,268 -1%
FWP
43
FAS Wealth Partners
Kansas
$13.1M +$916K +23,257 +8%
SIG
44
Spinnaker Investment Group
California
$13M -$2.15M -54,666 -14%
CCM
45
Canal Capital Management
Virginia
$12.4M -$212K -5,380 -2%
CIA
46
Concurrent Investment Advisors
Florida
$11.9M +$10.8M +275,434 +1,026%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$11.1M +$1.07M +27,246 +11%
MWML
48
M Wealth Management LLC
California
$11.1M +$11.1M +280,850 New
VC
49
Vicus Capital
Pennsylvania
$11M +$208K +5,277 +2%
CRC
50
Curi RMB Capital
Illinois
$11M +$475K +12,048 +4%
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