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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
32
Increased
143
Reduced
103
Closed
30
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.7M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18M
3
SEIA
Signature Estate & Investment Advisors
California
$283M
4
SPIA
Steward Partners Investment Advisory
New York
$12.6M
5
UBS Group
UBS Group
Switzerland
$62.5M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$98.9M
2
Morgan Stanley
Morgan Stanley
New York
$204M
3
Osaic Holdings
Osaic Holdings
Arizona
$73.6M
4
Jane Street
Jane Street
New York
$5.31M
5
TNA
True North Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
126
Freedom Investment Management
Connecticut
$1.4M -$207K -5,168 -13%
CFG
127
Cooper Financial Group
California
$1.36M +$8.45K +211 +0.6%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$1.34M -$37.4K -936 -3%
RWM
129
Reston Wealth Management
Virginia
$1.33M +$169K +4,211 +14%
TFA
130
Tranquilli Financial Advisor
New Jersey
$1.32M +$22K +549 +2%
AFP
131
Ausdal Financial Partners
Iowa
$1.29M -$1.02M -25,360 -44%
CSIC
132
Clifford Swan Investment Counsel
California
$1.27M -$689K -17,200 -35%
EPWM
133
Essex Private Wealth Management
Massachusetts
$1.27M +$128K +3,195 +11%
JIP
134
Jaffetilchin Investment Partners
Florida
$1.26M +$449K +11,211 +56%
VNA
135
Valley National Advisers
Pennsylvania
$1.25M -$384K -9,595 -24%
PFM
136
Peak Financial Management
Massachusetts
$1.24M +$59.2K +1,477 +5%
DIM
137
Delta Investment Management
California
$1.23M -$43.9K -1,097 -3%
BWA
138
BlueChip Wealth Advisors
Georgia
$1.21M – – –
AWM
139
Avitas Wealth Management
California
$1.2M +$60K +1,499 +5%
EFA
140
Edge Financial Advisors
Illinois
$1.18M +$1.18M +29,508 New
ATFA
141
All Terrain Financial Advisors
Minnesota
$1.17M -$36K -899 -3%
CCA
142
Cobblestone Capital Advisors
New York
$1.17M +$159K +3,960 +16%
WFAG
143
Worth Financial Advisory Group
North Carolina
$1.14M +$2.28K +57 +0.2%
PIA
144
Perennial Investment Advisors
California
$1.03M -$328K -8,202 -24%
WP
145
Westmount Partners
California
$1.02M -$20.5K -512 -2%
AWS
146
Atria Wealth Solutions
New York
$1.01M +$62.2K +1,553 +7%
DCM
147
Dudley Capital Management
Virginia
$1.01M – – –
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$1M +$270K +6,738 +37%
CA
149
Cornerstone Advisory
Maryland
$979K +$122K +3,046 +14%
M
150
MOTCO
Texas
$936K +$15K +375 +2%
4 5
6
7 8