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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
32
Increased
143
Reduced
103
Closed
30
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.7M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18M
3
SEIA
Signature Estate & Investment Advisors
California
$283M
4
SPIA
Steward Partners Investment Advisory
New York
$12.6M
5
UBS Group
UBS Group
Switzerland
$62.5M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$98.9M
2
Morgan Stanley
Morgan Stanley
New York
$204M
3
Osaic Holdings
Osaic Holdings
Arizona
$73.6M
4
Jane Street
Jane Street
New York
$5.31M
5
TNA
True North Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
151
Carlton Hofferkamp & Jenks Wealth Management
Texas
$915K -$139K -3,581 -13%
SWM
152
SilverOak Wealth Management
Minnesota
$895K +$39.1K +976 +5%
KeyBank National Association
153
KeyBank National Association
Ohio
$889K +$189K +4,726 +27%
GEA
154
Glen Eagle Advisors
New Jersey
$878K +$410K +10,245 +88%
MFG
155
Merit Financial Group
Georgia
$856K -$984K -25,040 -53%
MML Investors Services
156
MML Investors Services
Massachusetts
$845K +$151K +3,770 +22%
LFAS
157
Level Four Advisory Services
Texas
$843K – – –
EWA
158
Exencial Wealth Advisors
Oklahoma
$809K -$274K -6,842 -25%
PCM
159
Pointe Capital Management
Michigan
$788K +$304K +7,601 +63%
EL
160
EQ LLC
Washington
$783K +$363K +9,072 +86%
CWM
161
Collaborative Wealth Management
Florida
$758K -$87.7K -2,190 -10%
KFGK
162
Keystone Financial Group (Kentucky)
Kentucky
$740K -$95.9K -2,394 -11%
FAIM
163
Financial Advocates Investment Management
Washington
$712K -$1.63M -40,714 -70%
JHCP
164
Jackson Hole Capital Partners
Oklahoma
$709K – – –
Baird Financial Group
165
Baird Financial Group
Wisconsin
$706K +$9.37K +234 +1%
SFC
166
Strategic Financial Concepts
Texas
$687K +$233K +5,809 +51%
SFWC
167
Strategic Family Wealth Counselors
New Jersey
$680K +$59.7K +1,490 +10%
FA
168
Flagstar Advisors
New York
$676K +$21.5K +538 +3%
FHA
169
Flagship Harbor Advisors
Massachusetts
$663K -$215K -5,366 -24%
RFS
170
Richardson Financial Services
Massachusetts
$651K -$80.6K -2,013 -11%
GAA
171
Global Assets Advisory
Florida
$645K +$645K +25,542 New
IGWM
172
ICA Group Wealth Management
Colorado
$623K -$347K -8,662 -36%
SIA
173
Strategic Investment Advisors
Michigan
$610K -$99.1K -2,474 -14%
HVM
174
Harvest Volatility Management
Connecticut
$610K – – –
GLA
175
Good Life Advisors
Pennsylvania
$609K +$3.36K +84 +0.6%
5 6
7
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