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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 %
PWMAG
51
Pinnacle Wealth Management Advisory Group
New Jersey
$9.83M +$1.11M +27,435 +13%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$9.8M -$258K -6,397 -3%
SPIA
53
Steward Partners Investment Advisory
New York
$9.78M +$4.61M +114,309 +89%
SHJ
54
Sharkey, Howes & Javer
Colorado
$9.7M -$1.55M -38,567 -14%
PAG
55
Private Advisor Group
New Jersey
$9.53M +$171K +4,247 +2%
BFC
56
Bedel Financial Consulting
Indiana
$8.56M +$520K +13,058 +6%
BA
57
Ballew Advisors
Mississippi
$8.39M +$231K +5,846 +3%
NA
58
NewEdge Advisors
Louisiana
$8.18M +$954K +23,680 +13%
SWM
59
Stapp Wealth Management
Washington
$7.98M +$959K +23,799 +14%
KFGK
60
Keystone Financial Group (Kentucky)
Kentucky
$7.6M -$27K -680 -0.4%
IJWM
61
Inman Jager Wealth Management
Mississippi
$7.18M +$864K +21,454 +14%
MCM
62
MAI Capital Management
Ohio
$7.16M -$296K -7,344 -4%
SAM
63
Summit Asset Management
Tennessee
$6.81M +$29K +720 +0.4%
LGWM
64
Litman Gregory Wealth Management
California
$6.38M -$809K -20,080 -11%
JAG
65
Journey Advisory Group
Kentucky
$6.38M +$6.38M +158,274 New
CWM
66
Cornerstone Wealth Management
Missouri
$6.37M +$555K +13,764 +10%
AssetMark Inc
67
AssetMark Inc
California
$6.3M +$793K +19,684 +14%
Truist Financial
68
Truist Financial
North Carolina
$6.22M +$2.6M +64,596 +72%
TPA
69
Trivium Point Advisory
Connecticut
$6.17M +$12K +298 +0.2%
Mariner
70
Mariner
Kansas
$6.12M -$510K -12,661 -8%
EWM
71
Elmwood Wealth Management
California
$6.03M -$435K -10,800 -7%
JWBC
72
John W. Brooker & Co
California
$5.71M +$277K +6,876 +5%
BIA
73
Barry Investment Advisors
Massachusetts
$5.54M -$930K -23,087 -14%
CPWA
74
Cerro Pacific Wealth Advisors
California
$5.51M +$574K +14,566 +12%
GWM
75
Geneos Wealth Management
Colorado
$5.27M +$2.77M +68,663 +110%
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