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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

334 hedge funds and large institutions have $3.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 151 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
4.48%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
25
Increased
151
Reduced
116
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$554M
2
KIM
Kestra Investment Management
Texas
$159M
3
Jane Street
Jane Street
New York
$31.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
$42.8M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$135M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$212M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2M
3
Morgan Stanley
Morgan Stanley
New York
$221M
4
HWM
HB Wealth Management
Georgia
$6.08M
5
WWA
WCG Wealth Advisors
Nevada
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Waverly Advisors
Alabama
$5.02M +$332K +8,279 +7%
TFF
77
The Family Firm
Maryland
$4.91M +$51.9K +1,293 +1%
FFP
78
Freedom Financial Partners
Minnesota
$4.88M +$176K +4,380 +4%
BIA
79
Barry Investment Advisors
Massachusetts
$4.83M -$682K -17,014 -12%
AQR Capital Management
80
AQR Capital Management
Connecticut
$4.74M +$2.55M +63,527 +116%
JBA
81
Johnson Bixby & Associates
Washington
$4.7M +$1.67M +41,555 +55%
PWM
82
PMG Wealth Management
Illinois
$4.66M +$376K +9,412 +9%
TFA
83
Transamerica Financial Advisors
Florida
$4.6M -$105K -2,614 -2%
RWA
84
Redhawk Wealth Advisors
Minnesota
$4.59M +$1.83M +45,576 +66%
LCM
85
Lunt Capital Management
Utah
$4.52M +$657K +16,376 +17%
BCI
86
Brinker Capital Investments
Pennsylvania
$4.5M -$60.6K -1,511 -1%
HI
87
Harbour Investments
Wisconsin
$4.5M +$755K +18,834 +20%
EFG
88
Ethos Financial Group
Pennsylvania
$4.47M +$4.47M +111,377 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$4.36M +$19.9K +495 +0.5%
PCIA
90
Prime Capital Investment Advisors
Kansas
$4.27M -$128K -3,183 -3%
AC
91
AlphaCore Capital
California
$4.18M +$4.18M +104,146 New
SIA
92
SeaBridge Investment Advisors
New Jersey
$4.11M +$858K +21,381 +26%
EE
93
EWG Elevate
California
$4.1M -$17.1K -427 -0.4%
VWA
94
Visionary Wealth Advisors
Illinois
$4.09M +$167K +4,169 +4%
MFG
95
Merit Financial Group
Georgia
$4.03M +$2.31M +57,533 +134%
ACI
96
Alpha Cubed Investments
California
$3.98M -$1.08M -26,883 -21%
PCMU
97
Paragon Capital Management (Utah)
Utah
$3.86M -$20.7K -517 -0.5%
Citadel Advisors
98
Citadel Advisors
Florida
$3.67M +$3.67M +91,493 New
VH
99
Visionary Horizons
Tennessee
$3.61M +$1.11M +27,629 +44%
FCT
100
Family Capital Trust
Massachusetts
$3.6M – – –
2 3
4
5 6