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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

358 hedge funds and large institutions have $22.6B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
4.77%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
62
Increased
143
Reduced
115
Closed
36
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$19.8B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$107M
4
WWA
WCG Wealth Advisors
Nevada
$28.8M
5
LPL Financial
LPL Financial
California
$114M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$256M
2
Osaic Holdings
Osaic Holdings
Arizona
$66.4M
3
MFS
McNamara Financial Services
Massachusetts
$18M
4
UBS Group
UBS Group
Switzerland
$57.1M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
126
Private Portfolio Partners
New Jersey
$2.03M +$127K +3,230 +7%
CFG
127
Cooper Financial Group
California
$1.92M -$34.9K -885 -2%
ATFA
128
All Terrain Financial Advisors
Minnesota
$1.86M +$25.6K +649 +1%
LFP
129
Leeward Financial Partners
Washington
$1.84M +$188K +4,768 +11%
IAA
130
Independent Advisor Alliance
North Carolina
$1.8M +$1.8M +45,678 New
GEA
131
Glen Eagle Advisors
New Jersey
$1.8M +$129K +3,287 +8%
AIM
132
Advyzon Investment Management
Illinois
$1.65M +$1.65M +42,004 New
PFM
133
Peak Financial Management
Massachusetts
$1.65M +$23.3K +591 +1%
BFG
134
Bouchey Financial Group
New York
$1.64M -$52.8K -1,340 -3%
AAS
135
Avantax Advisory Services
Texas
$1.62M -$181K -4,601 -10%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$1.6M -$718K -18,239 -31%
WB
137
Webster Bank
Connecticut
$1.59M -$92.5K -2,348 -6%
1IA
138
1620 Investment Advisors
Massachusetts
$1.57M -$9.49K -241 -0.6%
BWM
139
BCS Wealth Management
Tennessee
$1.55M -$151K -3,846 -9%
GWP
140
Gateway Wealth Partners
Wisconsin
$1.49M +$101K +2,567 +7%
DIM
141
Delta Investment Management
California
$1.47M +$50.5K +1,283 +4%
KWA
142
Kingswood Wealth Advisors
California
$1.46M +$1.46M +37,167 New
TFA
143
Tranquilli Financial Advisor
New Jersey
$1.44M +$107K +2,705 +8%
Comerica Bank
144
Comerica Bank
Texas
$1.43M -$305K -7,741 -18%
CAL
145
Capital Analysts LLC
Pennsylvania
$1.42M +$447K +11,352 +46%
PCMC
146
Paragon Capital Management (Colorado)
Colorado
$1.42M -$224K -5,695 -14%
RWM
147
Reston Wealth Management
Virginia
$1.41M +$5.16K +131 +0.4%
EH
148
Equitable Holdings
New York
$1.39M -$135K -3,435 -9%
TNA
149
True North Advisors
Texas
$1.29M +$612K +15,540 +90%
CCA
150
Cobblestone Capital Advisors
New York
$1.27M +$198K +5,017 +18%
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