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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

343 hedge funds and large institutions have $3B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
30
Increased
165
Reduced
112
Closed
34
Calls
$492K
Puts
–
Net Calls
+$492K
Net Calls Change
+$311K

Top Buyers

1
KIM
Kestra Investment Management
Texas
$99.7M
2
CVM
Cheviot Value Management
California
$38.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$118M
4
SEIA
Signature Estate & Investment Advisors
California
$274M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M

Top Sellers

1
QWM
Quadcap Wealth Management
Texas
$0
2
Bank of America
Bank of America
North Carolina
$84.9M
3
SIG
Spinnaker Investment Group
California
$2.7M
4
WCM
Weaver Capital Management
Georgia
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
126
Capital Analysts LLC
Pennsylvania
$2.01M +$553K +13,718 +38%
MFGM
127
Marshall Financial Group (Maryland)
Maryland
$1.89M -$419K -10,394 -18%
EH
128
Equitable Holdings
New York
$1.86M +$437K +10,838 +31%
GEA
129
Glen Eagle Advisors
New Jersey
$1.84M +$1.85K +46 +0.1%
GWP
130
Gateway Wealth Partners
Wisconsin
$1.82M +$300K +7,450 +20%
GVAG
131
Great Valley Advisor Group
Delaware
$1.74M -$365K -9,069 -17%
MFG
132
Merit Financial Group
Georgia
$1.73M +$542K +13,440 +45%
PFG
133
Pinnacle Financial Group
Illinois
$1.71M +$1.07M +26,534 +167%
AAS
134
Avantax Advisory Services
Texas
$1.68M +$21.6K +535 +1%
BFG
135
Bouchey Financial Group
New York
$1.66M -$13.8K -343 -0.8%
NS
136
NBC Securities
Alabama
$1.66M +$1.66M +41,130 +100,317%
1IA
137
1620 Investment Advisors
Massachusetts
$1.64M +$31.6K +785 +2%
TFA
138
Tranquilli Financial Advisor
New Jersey
$1.62M +$144K +3,578 +10%
Comerica Bank
139
Comerica Bank
Texas
$1.58M +$119K +2,951 +8%
AIM
140
Advyzon Investment Management
Illinois
$1.58M -$110K -2,734 -7%
LA
141
Lifeworks Advisors
Michigan
$1.58M +$1.58M +39,267 New
PFM
142
Peak Financial Management
Massachusetts
$1.55M -$138K -3,434 -8%
AFP
143
Ausdal Financial Partners
Iowa
$1.45M +$150K +3,726 +12%
BWM
144
BCS Wealth Management
Tennessee
$1.42M -$158K -3,924 -10%
KPWS
145
Kestra Private Wealth Services
Texas
$1.41M -$825K -20,478 -37%
WFAG
146
Worth Financial Advisory Group
North Carolina
$1.4M +$213K +5,284 +18%
LWM
147
Lionsbridge Wealth Management
Florida
$1.36M +$643K +16,138 +90%
UCB
148
United Community Bank
South Carolina
$1.34M +$113K +2,808 +9%
Lido Advisors
149
Lido Advisors
California
$1.32M +$1.32M +32,725 New
AWS
150
Atria Wealth Solutions
New York
$1.3M +$309K +7,668 +31%
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