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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

343 hedge funds and large institutions have $3B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 112 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
30
Increased
165
Reduced
112
Closed
34
Calls
$492K
Puts
–
Net Calls
+$492K
Net Calls Change
+$311K

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$99.7M
2
CVM
2
Cheviot Value Management
California
$38.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$118M
4
SEIA
4
Signature Estate & Investment Advisors
California
$274M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$144M

Top Sellers

1
QWM
1
Quadcap Wealth Management
Texas
$0
2
Bank of America
2
Bank of America
North Carolina
$84.9M
3
SIG
3
Spinnaker Investment Group
California
$2.7M
4
WCM
4
Weaver Capital Management
Georgia
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
76
Alpha Cubed Investments
California
$5.08M -$109K -2,704 -2%
VFG
77
V2 Financial group
Illinois
$4.94M +$300K +7,446 +6%
TFF
78
The Family Firm
Maryland
$4.88M -$2.42M -60,122 -33%
TFA
79
Transamerica Financial Advisors
Florida
$4.73M -$62K -1,539 -1%
FFP
80
Freedom Financial Partners
Minnesota
$4.73M +$498K +12,364 +12%
WA
81
Waverly Advisors
Alabama
$4.71M +$4.71M +116,828 New
OPS
82
Orion Portfolio Solutions
Nebraska
$4.59M -$588K -14,587 -11%
BCI
83
Brinker Capital Investments
Pennsylvania
$4.59M -$588K -14,587 -11%
PCIA
84
Prime Capital Investment Advisors
Kansas
$4.41M +$57.9K +1,436 +1%
DPI
85
Diversified Portfolios Inc
Michigan
$4.38M +$3.43M +85,111 +361%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$4.36M +$2.72M +67,562 +166%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$4.36M -$814K -20,213 -16%
PWM
88
PMG Wealth Management
Illinois
$4.3M +$248K +6,190 +6%
UFA
89
US Financial Advisors
Massachusetts
$4.16M +$142K +3,523 +4%
EE
90
EWG Elevate
California
$4.14M +$987K +24,504 +31%
CC
91
Callan Capital
California
$4.05M +$198K +4,923 +5%
VWA
92
Visionary Wealth Advisors
Illinois
$3.94M +$147K +3,646 +4%
PCMU
93
Paragon Capital Management (Utah)
Utah
$3.9M -$180K -4,458 -4%
LCM
94
Lunt Capital Management
Utah
$3.88M +$155K +3,848 +4%
HI
95
Harbour Investments
Wisconsin
$3.76M +$3.76M +93,359 New
JIP
96
Jaffetilchin Investment Partners
Florida
$3.75M +$506K +12,548 +16%
SAM
97
Smartleaf Asset Management
Massachusetts
$3.69M -$32.9K -817 -0.9%
FCT
98
Family Capital Trust
Massachusetts
$3.62M – – –
AWM
99
Axxcess Wealth Management
California
$3.49M +$307K +7,619 +10%
RPA
100
Redwood Park Advisors
California
$3.47M -$973K -24,150 -22%
2 3
4
5 6