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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

358 hedge funds and large institutions have $22.6B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 36 closing their positions.

Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
4.77%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
62
Increased
143
Reduced
115
Closed
36
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$19.8B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$107M
4
WWA
4
WCG Wealth Advisors
Nevada
$28.8M
5
LPL Financial
5
LPL Financial
California
$114M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$256M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$66.4M
3
MFS
3
McNamara Financial Services
Massachusetts
$18M
4
UBS Group
4
UBS Group
Switzerland
$57.1M
5
WIA
5
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$5.06M +$143K +3,643 +3%
OPS
77
Orion Portfolio Solutions
Nebraska
$5.06M +$154K +3,921 +3%
BCI
78
Brinker Capital Investments
Pennsylvania
$5.06M +$154K +3,921 +3%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$5.06M +$1.57M +39,906 +45%
TFF
80
The Family Firm
Maryland
$4.84M +$20.9K +785 +0.4%
KW
81
KWB Wealth
California
$4.83M +$4.83M +116,751 New
TFA
82
Transamerica Financial Advisors
Florida
$4.68M -$88.3K -2,242 -2%
VFG
83
V2 Financial group
Illinois
$4.54M +$938K +23,802 +26%
RPA
84
Redwood Park Advisors
California
$4.34M +$4.34M +110,230 New
Jane Street
85
Jane Street
New York
$4.28M +$3.62M +91,847 +550%
PCIA
86
Prime Capital Investment Advisors
Kansas
$4.26M -$148K -3,769 -3%
FFP
87
Freedom Financial Partners
Minnesota
$4.13M +$4.13M +104,940 New
PCMU
88
Paragon Capital Management (Utah)
Utah
$3.99M -$87.1K -2,212 -2%
PWM
89
PMG Wealth Management
Illinois
$3.98M +$3.98M +101,054 New
UFA
90
US Financial Advisors
Massachusetts
$3.93M +$68.3K +1,734 +2%
CC
91
Callan Capital
California
$3.77M +$222K +5,635 +6%
VWA
92
Visionary Wealth Advisors
Illinois
$3.71M +$156K +3,973 +4%
SAM
93
Smartleaf Asset Management
Massachusetts
$3.65M -$265K -6,720 -7%
LCM
94
Lunt Capital Management
Utah
$3.65M +$915K +23,234 +34%
CWM
95
Connecticut Wealth Management
Connecticut
$3.64M -$1.25M -31,716 -26%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$3.59M +$198K +5,033 +6%
Truist Financial
97
Truist Financial
North Carolina
$3.54M +$347K +8,799 +11%
FCT
98
Family Capital Trust
Massachusetts
$3.53M – – –
EP
99
Essential Planning
New Hampshire
$3.39M +$3.39M +84,214 New
JIP
100
Jaffetilchin Investment Partners
Florida
$3.18M +$821K +20,849 +35%
2 3
4
5 6