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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 %
SIA
101
SeaBridge Investment Advisors
New Jersey
$3.27M +$471K +11,699 +17%
EB
102
Eastern Bank
Massachusetts
$3.16M – – –
E
103
EntreWealth
Texas
$3.15M +$270K +6,713 +9%
WAM
104
Wakefield Asset Management
Colorado
$3.11M +$7.01K +174 +0.2%
JBA
105
Johnson Bixby & Associates
Washington
$3.05M -$7.3M -181,191 -71%
CW
106
CreativeOne Wealth
Kansas
$2.98M +$282K +6,995 +10%
PGFC
107
Peapack-Gladstone Financial Corp
New Jersey
$2.82M +$2.82M +70,104 New
RWA
108
Redhawk Wealth Advisors
Minnesota
$2.78M +$108K +2,690 +4%
CAAS
109
Capital Asset Advisory Services
Michigan
$2.77M -$48.9K -1,217 -2%
MW
110
MBL Wealth
North Carolina
$2.73M -$326K -8,100 -11%
SWM
111
SK Wealth Management
Rhode Island
$2.7M +$18.9K +476 +0.7%
SIG
112
Spinnaker Investment Group
California
$2.7M -$10.5M -261,769 -80%
Stifel Financial
113
Stifel Financial
Missouri
$2.68M +$134K +3,324 +5%
CWM
114
Connecticut Wealth Management
Connecticut
$2.58M -$1.14M -28,294 -31%
VH
115
Visionary Horizons
Tennessee
$2.52M +$1.72M +42,806 +218%
HWMC
116
Heritage Wealth Management (California)
California
$2.5M +$17.3K +429 +0.7%
FA
117
Fortis Advisors
Pennsylvania
$2.48M -$11.8K -292 -0.5%
UWM
118
USAdvisors Wealth Management
Minnesota
$2.34M -$63K -1,563 -3%
JCM
119
Jacobi Capital Management
Pennsylvania
$2.26M +$141K +3,503 +7%
AQR Capital Management
120
AQR Capital Management
Connecticut
$2.21M +$1.72M +42,723 +355%
LFP
121
Leeward Financial Partners
Washington
$2.19M +$310K +7,697 +16%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$2.09M +$908K +22,582 +77%
CFG
123
Cooper Financial Group
California
$2.07M +$104K +2,592 +5%
ATFA
124
All Terrain Financial Advisors
Minnesota
$2.04M +$140K +3,477 +7%
HCM
125
Hollencrest Capital Management
California
$2.03M -$111K -2,746 -5%
3 4
5
6 7