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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$3.51M -$829K -20,680 -19%
SAM
102
Smartleaf Asset Management
Massachusetts
$3.51M -$165K -4,119 -4%
WAM
103
Wakefield Asset Management
Colorado
$3.36M +$267K +6,657 +9%
AWM
104
Axxcess Wealth Management
California
$3.32M -$161K -4,008 -5%
RPA
105
Redwood Park Advisors
California
$3.22M -$237K -5,907 -7%
CW
106
CreativeOne Wealth
Kansas
$3.21M +$244K +6,076 +8%
Stifel Financial
107
Stifel Financial
Missouri
$3.16M +$488K +12,166 +18%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$3.11M +$1.03M +25,755 +50%
CAL
109
Capital Analysts LLC
Pennsylvania
$2.81M +$807K +20,115 +40%
JWBC
110
John W. Brooker & Co
California
$2.78M -$2.86M -71,787 -51%
SWM
111
SK Wealth Management
Rhode Island
$2.77M +$55.1K +1,385 +2%
UWM
112
USAdvisors Wealth Management
Minnesota
$2.71M +$381K +9,509 +16%
GWM
113
Geneos Wealth Management
Colorado
$2.67M -$2.58M -64,253 -49%
CAAS
114
Capital Asset Advisory Services
Michigan
$2.65M -$103K -2,583 -4%
E
115
EntreWealth
Texas
$2.61M -$521K -12,992 -17%
HWMC
116
Heritage Wealth Management (California)
California
$2.57M +$73.9K +1,842 +3%
FA
117
Fortis Advisors
Pennsylvania
$2.47M +$361 +9 +0%
LWM
118
Lionsbridge Wealth Management
Florida
$2.4M +$1.03M +25,739 +76%
LFP
119
Leeward Financial Partners
Washington
$2.39M +$204K +5,097 +9%
CWM
120
Connecticut Wealth Management
Connecticut
$2.37M -$198K -4,936 -8%
JCM
121
Jacobi Capital Management
Pennsylvania
$2.33M +$78.4K +1,954 +3%
MW
122
MBL Wealth
North Carolina
$2.26M -$453K -11,283 -17%
ATFA
123
All Terrain Financial Advisors
Minnesota
$2.14M +$104K +2,586 +5%
HCM
124
Hollencrest Capital Management
California
$2M -$19.8K -493 -1%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$2M -$24.9M -621,873 -93%
3 4
5
6 7