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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.

New
Increased
Maintained
Reduced
Closed
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 %
LGWM
51
Litman Gregory Wealth Management
California
$8.33M +$65.6K +1,651 +0.8%
HIG
52
Herr Investment Group
Texas
$7.93M -$146K -3,686 -2%
BFC
53
Bedel Financial Consulting
Indiana
$7.92M -$7.31K -184 -0.1%
WCM
54
Weaver Capital Management
Georgia
$7.3M +$565K +14,213 +8%
EWM
55
Elmwood Wealth Management
California
$6.93M -$101K -2,535 -1%
PA
56
Pinnacle Associates
New York
$6.89M +$498K +12,533 +8%
SWM
57
Stapp Wealth Management
Washington
$6.64M +$161K +4,057 +2%
MW
58
MBL Wealth
North Carolina
$6.08M +$857K +21,576 +16%
AssetMark Inc
59
AssetMark Inc
California
$5.98M -$273K -6,866 -4%
JWBC
60
John W. Brooker & Co
California
$5.81M -$460K -11,581 -7%
TFA
61
Transamerica Financial Advisors
Florida
$5.64M – – –
CWM
62
Connecticut Wealth Management
Connecticut
$5.45M +$184K +4,643 +4%
TPA
63
Trivium Point Advisory
Connecticut
$5.45M +$5.45M +137,182 New
PCIA
64
Prime Capital Investment Advisors
Kansas
$5.12M -$298K -7,493 -5%
TFF
65
The Family Firm
Maryland
$4.76M +$1.6M +59,895 +51%
OPS
66
Orion Portfolio Solutions
Nebraska
$4.62M -$239K -6,016 -5%
BCI
67
Brinker Capital Investments
Pennsylvania
$4.62M -$239K -6,016 -5%
MAM
68
Milestone Asset Management
Pennsylvania
$4.47M +$4.47M +112,470 New
HWM
69
HB Wealth Management
Georgia
$4.4M -$3.14M -79,136 -42%
CWM
70
Cornerstone Wealth Management
Missouri
$4.34M +$429K +10,810 +11%
AWM
71
Axxcess Wealth Management
California
$4.31M -$214K -5,398 -5%
CAAS
72
Capital Asset Advisory Services
Michigan
$4.27M -$292K -7,338 -6%
PCMU
73
Paragon Capital Management (Utah)
Utah
$4.08M +$63.8K +1,607 +2%
PWMAG
74
Pinnacle Wealth Management Advisory Group
New Jersey
$3.95M +$166K +4,180 +4%
CC
75
Callan Capital
California
$3.78M +$96.8K +2,438 +3%
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3
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