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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 %
Stifel Financial
101
Stifel Financial
Missouri
$2.83M +$132K +3,193 +5%
RWA
102
Redhawk Wealth Advisors
Minnesota
$2.8M +$1.1M +26,572 +65%
CW
103
CreativeOne Wealth
Kansas
$2.75M +$156K +3,765 +6%
KPWS
104
Kestra Private Wealth Services
Texas
$2.71M +$2.49M +60,148 +1,121%
MFGM
105
Marshall Financial Group (Maryland)
Maryland
$2.7M +$7.78K +188 +0.3%
SWM
106
SK Wealth Management
Rhode Island
$2.66M +$2.66M +67,722 New
Citadel Advisors
107
Citadel Advisors
Florida
$2.52M +$2.52M +60,955 New
FA
108
Fortis Advisors
Pennsylvania
$2.51M +$150K +3,618 +6%
JIP
109
Jaffetilchin Investment Partners
Florida
$2.48M +$1.32M +31,954 +115%
GWM
110
Geneos Wealth Management
Colorado
$2.46M +$65.5K +1,583 +3%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$52.1K +1,259 +2%
HWMC
112
Heritage Wealth Management (California)
California
$2.43M +$55.4K +1,339 +2%
SAM
113
Summit Asset Management
Tennessee
$2.35M +$196K +4,743 +9%
Renaissance Technologies
114
Renaissance Technologies
New York
$2.26M -$501K -12,100 -18%
SA
115
Sanctuary Advisors
Indiana
$2.24M +$243K +6,090 +12%
HCM
116
Hollencrest Capital Management
California
$2.21M -$131K -3,170 -6%
AI
117
Auour Investments
Massachusetts
$2.15M +$37.4K +930 +2%
JCM
118
Jacobi Capital Management
Pennsylvania
$2.13M +$300K +7,240 +16%
CFG
119
Cooper Financial Group
California
$2.05M +$151K +3,647 +8%
PPP
120
Private Portfolio Partners
New Jersey
$2M +$265K +6,410 +15%
UWM
121
USAdvisors Wealth Management
Minnesota
$1.99M +$152K +3,655 +8%
ATFA
122
All Terrain Financial Advisors
Minnesota
$1.93M +$476K +11,489 +33%
AAS
123
Avantax Advisory Services
Texas
$1.89M +$1.32M +31,954 +233%
Comerica Bank
124
Comerica Bank
Texas
$1.83M +$50.1K +1,211 +3%
NS
125
NBC Securities
Alabama
$1.81M -$141K -3,412 -7%
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5
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