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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.56B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 165 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
4.88%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
38
Increased
165
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$75M
2
Morgan Stanley
2
Morgan Stanley
New York
$232M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$130M
4
WWA
4
WCG Wealth Advisors
Nevada
$14.8M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$13.9M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$91.3M
2
SPIA
2
Steward Partners Investment Advisory
New York
$5.17M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.6M
4
JBA
4
Johnson Bixby & Associates
Washington
$14.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Smartleaf Asset Management
Massachusetts
$4.12M +$382K +9,203 +10%
HWM
77
HB Wealth Management
Georgia
$4.1M -$481K -11,616 -10%
UFA
78
US Financial Advisors
Massachusetts
$4.06M +$185K +4,463 +5%
MW
79
MBL Wealth
North Carolina
$3.85M -$2.49M -60,115 -39%
AWS
80
Atria Wealth Solutions
New York
$3.82M +$390K +9,429 +11%
VFG
81
V2 Financial group
Illinois
$3.79M +$9.61K +232 +0.3%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$3.76M +$2.94M +92,471 +358%
VWA
83
Visionary Wealth Advisors
Illinois
$3.73M +$151K +3,655 +4%
CC
84
Callan Capital
California
$3.73M -$207K -4,990 -5%
FCT
85
Family Capital Trust
Massachusetts
$3.72M – – –
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$3.66M +$132K +3,187 +4%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$3.57M +$144K +3,474 +4%
AWM
88
Axxcess Wealth Management
California
$3.45M -$1.04M -25,197 -23%
CPWA
89
Cerro Pacific Wealth Advisors
California
$3.39M +$119K +2,998 +4%
CAAS
90
Capital Asset Advisory Services
Michigan
$3.36M -$1.01M -24,726 -23%
Truist Financial
91
Truist Financial
North Carolina
$3.35M +$27.4K +661 +0.8%
ACI
92
Alpha Cubed Investments
California
$3.34M -$108K -2,615 -3%
EB
93
Eastern Bank
Massachusetts
$3.24M +$109K +2,635 +3%
Mariner
94
Mariner
Kansas
$3.24M +$1.23M +29,820 +61%
GVAG
95
Great Valley Advisor Group
Delaware
$3.05M -$209K -5,061 -6%
EE
96
EWG Elevate
California
$3M -$99.2K -2,397 -3%
EIA
97
Eldridge Investment Advisors
New Hampshire
$2.99M +$375K +9,096 +14%
FLPIM
98
F.L. Putnam Investment Management
Massachusetts
$2.92M -$581K -14,034 -17%
SIA
99
SeaBridge Investment Advisors
New Jersey
$2.89M +$73.8K +1,783 +3%
LCM
100
Lunt Capital Management
Utah
$2.87M +$107K +2,581 +4%
2 3
4
5 6