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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 %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$2.5M -$1.13M -28,401 -31%
CW
102
CreativeOne Wealth
Kansas
$2.49M +$67.8K +1,706 +3%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$2.48M -$2.81M -70,700 -53%
GWM
104
Geneos Wealth Management
Colorado
$2.3M +$15.6K +393 +0.7%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$2.29M -$67.6K -1,701 -3%
HWMC
106
Heritage Wealth Management (California)
California
$2.28M +$175K +4,400 +8%
FA
107
Fortis Advisors
Pennsylvania
$2.27M +$28.2K +710 +1%
HCM
108
Hollencrest Capital Management
California
$2.24M -$318 -8 -0%
AI
109
Auour Investments
Massachusetts
$2.09M +$86.4K +2,175 +4%
SAM
110
Summit Asset Management
Tennessee
$2.06M -$81.7K -2,056 -4%
Verition Fund Management
111
Verition Fund Management
Connecticut
$1.99M +$199K +5,000 +11%
SA
112
Sanctuary Advisors
Indiana
$1.95M +$1.95M +50,126 New
Mariner
113
Mariner
Kansas
$1.93M -$774K -19,484 -29%
NS
114
NBC Securities
Alabama
$1.87M +$155K +3,909 +9%
CFG
115
Cooper Financial Group
California
$1.83M +$477K +12,018 +35%
BFG
116
Bouchey Financial Group
New York
$1.82M -$35.3K -889 -2%
RA
117
RFG Advisory
Alabama
$1.79M +$2.38K +60 +0.1%
BWM
118
BCS Wealth Management
Tennessee
$1.77M -$5.56K -140 -0.3%
UWM
119
USAdvisors Wealth Management
Minnesota
$1.76M +$30.2K +760 +2%
JCM
120
Jacobi Capital Management
Pennsylvania
$1.76M +$263K +6,623 +18%
WB
121
Webster Bank
Connecticut
$1.74M -$26.5K -668 -1%
Comerica Bank
122
Comerica Bank
Texas
$1.7M -$5.12K -129 -0.3%
PPP
123
Private Portfolio Partners
New Jersey
$1.66M +$207K +5,206 +14%
PFM
124
Peak Financial Management
Massachusetts
$1.65M +$416K +10,473 +34%
RWA
125
Redhawk Wealth Advisors
Minnesota
$1.63M -$43.7K -1,100 -3%
3 4
5
6 7