TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

337 hedge funds and large institutions have $2.56B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 165 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
4.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
38
Increased
165
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$75M
2
Morgan Stanley
Morgan Stanley
New York
$232M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$130M
4
WWA
WCG Wealth Advisors
Nevada
$14.8M
5
SHJ
Sharkey, Howes & Javer
Colorado
$13.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$91.3M
2
SPIA
Steward Partners Investment Advisory
New York
$5.17M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$8.6M
4
JBA
Johnson Bixby & Associates
Washington
$14.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
BCS Wealth Management
Tennessee
$1.78M -$58.8K -1,420 -3%
BFG
127
Bouchey Financial Group
New York
$1.78M -$118K -2,844 -6%
WB
128
Webster Bank
Connecticut
$1.77M -$50.7K -1,224 -3%
GEA
129
Glen Eagle Advisors
New Jersey
$1.75M +$627K +15,144 +56%
LFP
130
Leeward Financial Partners
Washington
$1.74M +$53K +1,279 +3%
PCMC
131
Paragon Capital Management (Colorado)
Colorado
$1.73M -$1.92M -46,419 -53%
PFM
132
Peak Financial Management
Massachusetts
$1.71M -$9.81K -237 -0.6%
1IA
133
1620 Investment Advisors
Massachusetts
$1.66M -$40.4K -977 -2%
EH
134
Equitable Holdings
New York
$1.6M -$53.4K -1,289 -3%
DIM
135
Delta Investment Management
California
$1.49M +$289K +6,983 +24%
RWM
136
Reston Wealth Management
Virginia
$1.47M +$64.9K +1,568 +5%
GWP
137
Gateway Wealth Partners
Wisconsin
$1.45M +$66.1K +1,597 +5%
FIM
138
Freedom Investment Management
Connecticut
$1.45M -$130K -3,130 -8%
AC
139
Addison Capital
Pennsylvania
$1.43M -$232K -5,610 -14%
TFA
140
Tranquilli Financial Advisor
New Jersey
$1.4M -$20.6K -497 -1%
CSIC
141
Clifford Swan Investment Counsel
California
$1.31M – – –
BFWM
142
Bright Futures Wealth Management
New York
$1.3M +$1.3M +32,351 New
BWA
143
BlueChip Wealth Advisors
Georgia
$1.23M +$23.8K +574 +2%
WFAG
144
Worth Financial Advisory Group
North Carolina
$1.22M +$17.1K +413 +1%
PCM
145
Pointe Capital Management
Michigan
$1.16M +$195K +4,722 +20%
CCA
146
Cobblestone Capital Advisors
New York
$1.13M -$8.07K -195 -0.7%
CIA
147
Concurrent Investment Advisors
Florida
$1.11M +$1.11M +26,844 New
Jones Financial Companies
148
Jones Financial Companies
Missouri
$1.09M +$603K +14,522 +123%
AWM
149
Avitas Wealth Management
California
$1.09M -$205K -4,963 -16%
UCB
150
United Community Bank
South Carolina
$1.08M +$483K +11,677 +81%
4 5
6
7 8