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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.32%
New
28
Increased
130
Reduced
125
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$50.2M
2
MFA
Morling Financial Advisors
California
$34.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
4
SEIA
Signature Estate & Investment Advisors
California
$291M
5
Morgan Stanley
Morgan Stanley
New York
$208M

Top Sellers

1
EWM
Executive Wealth Management
Michigan
$469K
2
SMM
Stadion Money Management
Georgia
$25.4M
3
Wells Fargo
Wells Fargo
California
$52.1M
4
Bank of America
Bank of America
North Carolina
$87.3M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
126
1620 Investment Advisors
Massachusetts
$1.63M +$176K +4,431 +12%
LFP
127
Leeward Financial Partners
Washington
$1.62M +$54.6K +1,374 +3%
AC
128
Addison Capital
Pennsylvania
$1.59M +$78.9K +1,986 +5%
EH
129
Equitable Holdings
New York
$1.59M -$127K -3,202 -7%
FIM
130
Freedom Investment Management
Connecticut
$1.51M +$129K +3,245 +9%
WP
131
WMS Partners
Maryland
$1.41M -$1.71K -43 -0.1%
ATFA
132
All Terrain Financial Advisors
Minnesota
$1.39M +$230K +5,796 +20%
TFA
133
Tranquilli Financial Advisor
New Jersey
$1.35M +$52.8K +1,340 +4%
RWM
134
Reston Wealth Management
Virginia
$1.35M +$28.9K +727 +2%
GWP
135
Gateway Wealth Partners
Wisconsin
$1.33M +$1.33M +33,548 New
AFP
136
Ausdal Financial Partners
Iowa
$1.32M +$41.3K +1,041 +3%
CSIC
137
Clifford Swan Investment Counsel
California
$1.26M – – –
AWM
138
Avitas Wealth Management
California
$1.24M +$53.4K +1,344 +4%
BWA
139
BlueChip Wealth Advisors
Georgia
$1.16M -$38.2K -961 -3%
WFAG
140
Worth Financial Advisory Group
North Carolina
$1.16M +$27.3K +687 +2%
DIM
141
Delta Investment Management
California
$1.15M -$61.8K -1,556 -5%
JIP
142
Jaffetilchin Investment Partners
Florida
$1.11M -$140K -3,524 -11%
CCA
143
Cobblestone Capital Advisors
New York
$1.09M -$63.6K -1,600 -5%
GEA
144
Glen Eagle Advisors
New Jersey
$1.08M +$211K +5,308 +24%
PIA
145
Perennial Investment Advisors
California
$1.05M +$21.7K +547 +2%
EPWM
146
Essex Private Wealth Management
Massachusetts
$1.02M -$237K -5,955 -19%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$1.02M -$303K -7,678 -23%
WP
148
Westmount Partners
California
$1.01M +$16.3K +415 +2%
DCM
149
Dudley Capital Management
Virginia
$1.01M – – –
CA
150
Calton & Associates
Florida
$1M -$576K -14,492 -36%
4 5
6
7 8