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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

334 hedge funds and large institutions have $3.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 151 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
4.48%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
25
Increased
151
Reduced
116
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$554M
2
KIM
Kestra Investment Management
Texas
$159M
3
Jane Street
Jane Street
New York
$31.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
$42.8M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$135M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$212M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2M
3
Morgan Stanley
Morgan Stanley
New York
$221M
4
HWM
HB Wealth Management
Georgia
$6.08M
5
WWA
WCG Wealth Advisors
Nevada
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
151
Webster Bank
Connecticut
$1.15M -$136K -3,395 -11%
PI
152
PFG Investments
New York
$1.11M +$189K +4,708 +20%
FIM
153
Freedom Investment Management
Connecticut
$1.1M -$84.8K -2,114 -7%
CPRC
154
Consolidated Portfolio Review Corp
New York
$1.07M -$25.1K -625 -2%
SCA
155
Strathmore Capital Advisors
North Carolina
$1.05M +$1.05M +26,320 New
FFA
156
First Foundation Advisors
California
$1.02M +$519K +12,931 +104%
GLA
157
Good Life Advisors
Pennsylvania
$987K -$22.4K -558 -2%
PIA
158
Perennial Investment Advisors
California
$984K -$44.5K -1,109 -4%
DCM
159
Dudley Capital Management
Virginia
$963K – – –
AC
160
Addison Capital
Pennsylvania
$954K +$42.4K +1,057 +5%
GIP
161
Greatmark Investment Partners
Georgia
$922K +$30.1K +750 +3%
FTUS
162
Flow Traders U.S.
New York
$916K +$916K +22,846 New
BWM
163
BCS Wealth Management
Tennessee
$874K -$542K -13,506 -38%
FHA
164
Flagship Harbor Advisors
Massachusetts
$873K +$147K +3,673 +20%
M
165
MOTCO
Texas
$866K +$167K +4,175 +24%
SFWC
166
Strategic Family Wealth Counselors
New Jersey
$844K +$9.55K +238 +1%
FFA
167
Farther Finance Advisors
California
$835K -$96.6K -2,408 -10%
BWA
168
BlueChip Wealth Advisors
Georgia
$823K -$14K -350 -2%
VF
169
Virtu Financial
New York
$820K +$820K +20,435 New
S
170
Sachetta
Massachusetts
$814K +$567K +14,145 +230%
Renaissance Technologies
171
Renaissance Technologies
New York
$780K +$29.9K +745 +4%
CHJWM
172
Carlton Hofferkamp & Jenks Wealth Management
Texas
$777K -$70.1K -1,755 -8%
FA
173
Flagstar Advisors
New York
$777K +$57.9K +1,443 +8%
AWM
174
Ariadne Wealth Management
California
$775K +$516K +12,838 +199%
BI
175
Beckerman Institutional
New Jersey
$731K -$27.5K -687 -4%
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