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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

343 hedge funds and large institutions have $3B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
30
Increased
165
Reduced
112
Closed
34
Calls
$492K
Puts
–
Net Calls
+$492K
Net Calls Change
+$311K

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$99.7M
2
CVM
2
Cheviot Value Management
California
$38.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$118M
4
SEIA
4
Signature Estate & Investment Advisors
California
$274M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$144M

Top Sellers

1
QWM
1
Quadcap Wealth Management
Texas
$0
2
Bank of America
2
Bank of America
North Carolina
$84.9M
3
SIG
3
Spinnaker Investment Group
California
$2.7M
4
WCM
4
Weaver Capital Management
Georgia
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Weatherly Asset Management
California
$22M +$1.57M +38,956 +8%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$21.2M +$998K +24,777 +5%
HFS
28
Howard Financial Services
Texas
$20.7M +$2.35M +58,295 +13%
MFS
29
McNamara Financial Services
Massachusetts
$19.6M +$1.1M +27,343 +6%
KAS
30
Kestra Advisory Services
Texas
$18.5M +$909K +22,571 +5%
PA
31
Pinnacle Associates
New York
$18.3M +$2.01M +49,811 +12%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$17.9M +$360K +8,943 +2%
Corient Private Wealth
33
Corient Private Wealth
Florida
$16.6M +$5.31M +131,688 +47%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$15.1M -$16.6K -411 -0.1%
DWP
35
Destiny Wealth Partners
Florida
$15M +$547K +13,575 +4%
DP
36
Denver PWM
Colorado
$14.9M +$526K +13,063 +4%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$14.7M +$1.16M +28,697 +9%
AWM
38
Austin Wealth Management
Texas
$14.7M +$994K +24,919 +7%
CIA
39
Concurrent Investment Advisors
Florida
$14.6M +$2.41M +59,733 +20%
HWM
40
HB Wealth Management
Georgia
$14.3M -$1.94M -48,272 -12%
FWP
41
FAS Wealth Partners
Kansas
$14.1M +$782K +19,417 +6%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$13.8M -$674K -16,727 -5%
1NWS
43
1 North Wealth Services
Maryland
$13.1M -$1.28M -31,754 -9%
Cerity Partners
44
Cerity Partners
New York
$12.9M -$644K -15,974 -5%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$11.6M +$235K +5,830 +2%
VC
46
Vicus Capital
Pennsylvania
$11.2M -$77.3K -1,919 -0.7%
CRC
47
Curi RMB Capital
Illinois
$11.1M -$168K -4,166 -1%
MWML
48
M Wealth Management LLC
California
$10.9M -$387K -9,602 -3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$10.3M +$6.62M +164,190 +180%
KW
50
KWB Wealth
California
$10.3M +$5.68M +144,161 +123%
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