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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.32%
New
28
Increased
130
Reduced
125
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$50.2M
2
MFA
Morling Financial Advisors
California
$34.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
4
SEIA
Signature Estate & Investment Advisors
California
$291M
5
Morgan Stanley
Morgan Stanley
New York
$208M

Top Sellers

1
EWM
Executive Wealth Management
Michigan
$469K
2
SMM
Stadion Money Management
Georgia
$25.4M
3
Wells Fargo
Wells Fargo
California
$52.1M
4
Bank of America
Bank of America
North Carolina
$87.3M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
151
Consolidated Portfolio Review Corp
New York
$966K +$692K +17,426 +252%
NRI
152
NFP Retirement Inc
California
$965K +$965K +24,299 New
M
153
MOTCO
Texas
$942K +$13.7K +346 +1%
VNA
154
Valley National Advisers
Pennsylvania
$937K -$299K -7,539 -24%
PCM
155
Pointe Capital Management
Michigan
$923K +$142K +3,565 +18%
CHJWM
156
Carlton Hofferkamp & Jenks Wealth Management
Texas
$920K -$27K -670 -3%
TNA
157
True North Advisors
Texas
$920K +$920K +23,154 New
SWM
158
SilverOak Wealth Management
Minnesota
$919K +$31.4K +790 +4%
CA
159
Cornerstone Advisory
Maryland
$907K -$63.2K -1,590 -7%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$904K -$88.2K -2,220 -9%
SFC
161
Strategic Financial Concepts
Texas
$869K +$359K +12,066 +70%
MFG
162
Merit Financial Group
Georgia
$856K -$9.77K -246 -1%
GLA
163
Good Life Advisors
Pennsylvania
$841K +$237K +5,979 +39%
KeyBank National Association
164
KeyBank National Association
Ohio
$838K -$43.5K -1,094 -5%
RIA
165
Realta Investment Advisors
Delaware
$831K +$344K +8,671 +71%
SFWC
166
Strategic Family Wealth Counselors
New Jersey
$830K +$155K +3,909 +23%
MML Investors Services
167
MML Investors Services
Massachusetts
$829K -$9.42K -237 -1%
EL
168
EQ LLC
Washington
$785K +$7.63K +192 +1%
CWM
169
Collaborative Wealth Management
Florida
$731K -$20.6K -518 -3%
JHCP
170
Jackson Hole Capital Partners
Oklahoma
$703K – – –
CAL
171
Capital Analysts LLC
Pennsylvania
$688K +$198K +4,998 +41%
FA
172
Flagstar Advisors
New York
$668K -$2.58K -65 -0.4%
FAIM
173
Financial Advocates Investment Management
Washington
$658K -$47.8K -1,204 -7%
WC
174
Waterloo Capital
Texas
$643K +$40.8K +1,026 +7%
BFA
175
Beaumont Financial Advisors
Massachusetts
$621K +$63.8K +1,605 +11%
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7
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