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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.

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 %
RDIA
76
RE Dickinson Investment Advisors
Iowa
$3.72M +$289K +7,268 +8%
UFA
77
US Financial Advisors
Massachusetts
$3.72M +$3.72M +93,605 New
NA
78
NewEdge Advisors
Louisiana
$3.69M +$953K +23,983 +35%
VFG
79
V2 Financial group
Illinois
$3.67M +$388K +9,649 +12%
SAM
80
Smartleaf Asset Management
Massachusetts
$3.6M +$3.03K +76 +0.1%
FCT
81
Family Capital Trust
Massachusetts
$3.56M – – –
PCMC
82
Paragon Capital Management (Colorado)
Colorado
$3.5M +$1.29M +32,484 +58%
NPP
83
New Potomac Partners
Maryland
$3.49M +$44.5K +1,120 +1%
VWA
84
Visionary Wealth Advisors
Illinois
$3.43M -$19.4K -488 -0.6%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$3.39M +$690K +17,363 +26%
FLPIM
86
F.L. Putnam Investment Management
Massachusetts
$3.36M +$3.36M +84,531 New
ACI
87
Alpha Cubed Investments
California
$3.31M -$255K -6,426 -7%
AWS
88
Atria Wealth Solutions
New York
$3.29M +$2.29M +57,614 +229%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$3.28M -$559K -14,084 -15%
CPWA
90
Cerro Pacific Wealth Advisors
California
$3.28M +$3.28M +82,475 New
Truist Financial
91
Truist Financial
North Carolina
$3.19M +$2.96M +74,425 +1,260%
GVAG
92
Great Valley Advisor Group
Delaware
$3.13M -$51.2K -1,288 -2%
EB
93
Eastern Bank
Massachusetts
$3.01M -$15.2K -382 -0.5%
EE
94
EWG Elevate
California
$2.97M +$173K +4,345 +6%
SIA
95
SeaBridge Investment Advisors
New Jersey
$2.7M +$20K +503 +0.7%
LCM
96
Lunt Capital Management
Utah
$2.65M +$95.1K +2,394 +4%
Renaissance Technologies
97
Renaissance Technologies
New York
$2.65M -$1.23M -30,947 -32%
Stifel Financial
98
Stifel Financial
Missouri
$2.59M +$317K +7,985 +14%
MFGM
99
Marshall Financial Group (Maryland)
Maryland
$2.59M +$56.4K +1,421 +2%
EIA
100
Eldridge Investment Advisors
New Hampshire
$2.52M +$278K +7,000 +12%
2 3
4
5 6