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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.

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
1
Fidelity Investments
Massachusetts
$554M
2
KIM
2
Kestra Investment Management
Texas
$159M
3
Jane Street
3
Jane Street
New York
$31.9M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$42.8M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$135M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$212M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2M
3
Morgan Stanley
3
Morgan Stanley
New York
$221M
4
HWM
4
HB Wealth Management
Georgia
$6.08M
5
WWA
5
WCG Wealth Advisors
Nevada
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
126
Glen Eagle Advisors
New Jersey
$1.86M +$29.4K +732 +2%
CFG
127
Cooper Financial Group
California
$1.85M -$212K -5,293 -10%
AAS
128
Avantax Advisory Services
Texas
$1.81M +$138K +3,446 +8%
EH
129
Equitable Holdings
New York
$1.74M -$106K -2,645 -6%
PFG
130
Pinnacle Financial Group
Illinois
$1.73M +$26.3K +656 +2%
1IA
131
1620 Investment Advisors
Massachusetts
$1.72M +$88.4K +2,204 +5%
TFA
132
Tranquilli Financial Advisor
New Jersey
$1.64M +$29.2K +727 +2%
NS
133
NBC Securities
Alabama
$1.62M -$30.3K -756 -2%
BFG
134
Bouchey Financial Group
New York
$1.6M -$52.6K -1,311 -3%
GVAG
135
Great Valley Advisor Group
Delaware
$1.54M -$192K -4,784 -11%
Comerica Bank
136
Comerica Bank
Texas
$1.51M -$69.7K -1,738 -4%
SOS
137
Silver Oak Securities
Tennessee
$1.49M +$296K +7,375 +25%
LA
138
Lifeworks Advisors
Michigan
$1.48M -$90.8K -2,263 -6%
PFM
139
Peak Financial Management
Massachusetts
$1.48M -$64.6K -1,610 -4%
Lido Advisors
140
Lido Advisors
California
$1.48M +$165K +4,111 +13%
AIM
141
Advyzon Investment Management
Illinois
$1.45M -$126K -3,144 -8%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$1.42M +$435K +10,853 +44%
MFGM
143
Marshall Financial Group (Maryland)
Maryland
$1.35M -$514K -12,945 -28%
UCB
144
United Community Bank
South Carolina
$1.34M +$9.63K +240 +0.7%
VA
145
VestGen Advisors
Illinois
$1.34M +$322K +8,019 +32%
CSIC
146
Clifford Swan Investment Counsel
California
$1.27M – – –
CCA
147
Cobblestone Capital Advisors
New York
$1.26M -$6.94K -173 -0.5%
PCM
148
Pointe Capital Management
Michigan
$1.24M +$23.8K +594 +2%
KPWS
149
Kestra Private Wealth Services
Texas
$1.21M -$191K -4,774 -14%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$1.19M +$114K +2,847 +11%
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6
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