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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 %
AWM
101
Axxcess Wealth Management
California
$3.11M -$167K -4,240 -5%
EB
102
Eastern Bank
Massachusetts
$3.09M – – –
EE
103
EWG Elevate
California
$3.08M +$230K +5,837 +8%
WAM
104
Wakefield Asset Management
Colorado
$3.03M +$3.03M +77,032 New
MW
105
MBL Wealth
North Carolina
$2.98M -$680K -17,272 -19%
E
106
EntreWealth
Texas
$2.95M +$2.95M +71,427 New
CAAS
107
Capital Asset Advisory Services
Michigan
$2.77M -$484K -12,289 -15%
FLPIM
108
F.L. Putnam Investment Management
Massachusetts
$2.74M -$35.8K -910 -1%
SIA
109
SeaBridge Investment Advisors
New Jersey
$2.73M -$21K -532 -0.8%
SWM
110
SK Wealth Management
Rhode Island
$2.67M – – –
CW
111
CreativeOne Wealth
Kansas
$2.64M +$18.2K +462 +0.7%
RWA
112
Redhawk Wealth Advisors
Minnesota
$2.61M -$58.6K -1,487 -2%
Stifel Financial
113
Stifel Financial
Missouri
$2.49M -$204K -5,170 -8%
GWM
114
Geneos Wealth Management
Colorado
$2.45M +$110K +2,795 +5%
FA
115
Fortis Advisors
Pennsylvania
$2.44M +$45.9K +1,165 +2%
HWMC
116
Heritage Wealth Management (California)
California
$2.43M +$117K +2,973 +5%
SOS
117
Silver Oak Securities
Tennessee
$2.36M +$1.55M +39,255 +190%
UWM
118
USAdvisors Wealth Management
Minnesota
$2.35M +$463K +11,748 +24%
SA
119
Sanctuary Advisors
Indiana
$2.33M +$95.4K +2,402 +4%
MFGM
120
Marshall Financial Group (Maryland)
Maryland
$2.26M -$310K -7,874 -12%
KPWS
121
Kestra Private Wealth Services
Texas
$2.18M -$396K -10,052 -15%
AI
122
Auour Investments
Massachusetts
$2.18M +$58.7K +1,479 +3%
HCM
123
Hollencrest Capital Management
California
$2.09M -$4.77K -121 -0.2%
JCM
124
Jacobi Capital Management
Pennsylvania
$2.08M +$46.3K +1,176 +2%
GVAG
125
Great Valley Advisor Group
Delaware
$2.06M -$846K -21,489 -29%
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5
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