TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

334 hedge funds and large institutions have $3.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 151 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
4.48%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
25
Increased
151
Reduced
116
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$554M
2
KIM
Kestra Investment Management
Texas
$159M
3
Jane Street
Jane Street
New York
$31.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
$42.8M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$135M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$212M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2M
3
Morgan Stanley
Morgan Stanley
New York
$221M
4
HWM
HB Wealth Management
Georgia
$6.08M
5
WWA
WCG Wealth Advisors
Nevada
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
51
Pinnacle Wealth Management Advisory Group
New Jersey
$10.8M +$967K +24,116 +10%
CRC
52
Curi RMB Capital
Illinois
$10.5M -$536K -13,365 -5%
AssetMark Inc
53
AssetMark Inc
California
$9.84M +$3.56M +88,870 +57%
PAG
54
Private Advisor Group
New Jersey
$9.8M +$313K +7,807 +3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$9.6M -$644K -16,055 -6%
NA
56
NewEdge Advisors
Louisiana
$9.25M +$1.1M +27,504 +14%
BFC
57
Bedel Financial Consulting
Indiana
$8.64M +$22K +548 +0.3%
MCM
58
MAI Capital Management
Ohio
$8.38M +$1.25M +31,065 +17%
SWM
59
Stapp Wealth Management
Washington
$8.17M +$218K +5,438 +3%
BA
60
Ballew Advisors
Mississippi
$8.1M -$357K -8,965 -4%
JAG
61
Journey Advisory Group
Kentucky
$7.68M +$1.33M +33,235 +21%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$7.49M -$186K -4,637 -2%
Mariner
63
Mariner
Kansas
$7.09M +$1M +24,984 +16%
CPWA
64
Cerro Pacific Wealth Advisors
California
$7.06M +$1.45M +36,086 +26%
CWM
65
Cornerstone Wealth Management
Missouri
$7.05M +$712K +17,746 +11%
IJWM
66
Inman Jager Wealth Management
Mississippi
$7.03M -$114K -2,837 -2%
LGWM
67
Litman Gregory Wealth Management
California
$7M +$653K +16,287 +10%
SAM
68
Summit Asset Management
Tennessee
$6.8M +$26.8K +669 +0.4%
DPI
69
Diversified Portfolios Inc
Michigan
$6.44M +$2.08M +51,788 +48%
TPA
70
Trivium Point Advisory
Connecticut
$6.09M -$56.1K -1,399 -0.9%
HWM
71
HB Wealth Management
Georgia
$6.08M -$8.12M -202,485 -57%
EWM
72
Elmwood Wealth Management
California
$6.02M +$22.3K +555 +0.4%
Truist Financial
73
Truist Financial
North Carolina
$5.79M -$400K -9,970 -6%
JIP
74
Jaffetilchin Investment Partners
Florida
$5.27M +$1.53M +38,225 +41%
VFG
75
V2 Financial group
Illinois
$5.13M +$209K +5,218 +4%
1 2
3
4 5