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SPDR DoubleLine Total Return Tactical ETF

337 hedge funds and large institutions have $2.56B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 165 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
4.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
38
Increased
165
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
151
Westmount Partners
California
$1.07M +$5.26K +127 +0.5%
DCM
152
Dudley Capital Management
Virginia
$1.05M
CAL
153
Capital Analysts LLC
Pennsylvania
$1.03M +$308K +7,432 +43%
GLA
154
Good Life Advisors
Pennsylvania
$1.01M +$135K +3,259 +15%
PIA
155
Perennial Investment Advisors
California
$1.01M -$83.1K -2,006 -8%
M
156
MOTCO
Texas
$1.01M +$25.5K +615 +3%
NRI
157
NFP Retirement Inc
California
$1.01M
CPRC
158
Consolidated Portfolio Review Corp
New York
$985K -$22.4K -540 -2%
EPWM
159
Essex Private Wealth Management
Massachusetts
$966K -$97K -2,343 -9%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$955K +$13.4K +324 +1%
Verition Fund Management
161
Verition Fund Management
Connecticut
$952K -$1.12M -27,000 -54%
MFG
162
Merit Financial Group
Georgia
$937K +$45.2K +1,091 +5%
SWM
163
SilverOak Wealth Management
Minnesota
$934K -$24.3K -587 -3%
CHJWM
164
Carlton Hofferkamp & Jenks Wealth Management
Texas
$915K +$160 +4 +0%
EL
165
EQ LLC
Washington
$870K +$52.5K +1,268 +6%
OC
166
Oppenheimer & Co
New York
$861K +$220K +5,323 +34%
SOS
167
Silver Oak Securities
Tennessee
$857K +$698K +16,823 +441%
SFWC
168
Strategic Family Wealth Counselors
New Jersey
$842K -$23.1K -558 -3%
CA
169
Cornerstone Advisory
Maryland
$837K -$108K -2,620 -11%
CWM
170
Collaborative Wealth Management
Florida
$788K +$25.8K +623 +3%
SIA
171
Strategic Investment Advisors
Michigan
$788K +$176K +4,259 +29%
LWM
172
Lionsbridge Wealth Management
Florida
$784K +$784K +18,941 New
KeyBank National Association
173
KeyBank National Association
Ohio
$758K -$116K -2,792 -13%
AWA
174
Arkadios Wealth Advisors
Georgia
$757K +$757K +18,290 New
FHA
175
Flagship Harbor Advisors
Massachusetts
$736K +$736K +17,782 New