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SPDR DoubleLine Total Return Tactical ETF

335 hedge funds and large institutions have $3.36B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWML
51
M Wealth Management LLC
California
$10.8M
PWMAG
52
Pinnacle Wealth Management Advisory Group
New Jersey
$10.8M
CRC
53
Curi RMB Capital
Illinois
$10.5M
AssetMark Inc
54
AssetMark Inc
California
$9.84M
PAG
55
Private Advisor Group
New Jersey
$9.8M
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$9.6M
NA
57
NewEdge Advisors
Louisiana
$9.25M
BFC
58
Bedel Financial Consulting
Indiana
$8.64M
MCM
59
MAI Capital Management
Ohio
$8.38M
SWM
60
Stapp Wealth Management
Washington
$8.17M
BA
61
Ballew Advisors
Mississippi
$8.1M
JAG
62
Journey Advisory Group
Kentucky
$7.68M
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$7.49M
Mariner
64
Mariner
Kansas
$7.09M
CPWA
65
Cerro Pacific Wealth Advisors
California
$7.06M
CWM
66
Cornerstone Wealth Management
Missouri
$7.05M
IJWM
67
Inman Jager Wealth Management
Mississippi
$7.03M
LGWM
68
Litman Gregory Wealth Management
California
$7M
SAM
69
Summit Asset Management
Tennessee
$6.8M
DPI
70
Diversified Portfolios Inc
Michigan
$6.44M
TPA
71
Trivium Point Advisory
Connecticut
$6.09M
HWM
72
HB Wealth Management
Georgia
$6.08M
EWM
73
Elmwood Wealth Management
California
$6.02M
Truist Financial
74
Truist Financial
North Carolina
$5.79M
JIP
75
Jaffetilchin Investment Partners
Florida
$5.27M