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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

358 hedge funds and large institutions have $22.6B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
4.77%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
62
Increased
143
Reduced
115
Closed
36
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$19.8B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$107M
4
WWA
WCG Wealth Advisors
Nevada
$28.8M
5
LPL Financial
LPL Financial
California
$114M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$256M
2
Osaic Holdings
Osaic Holdings
Arizona
$66.4M
3
MFS
McNamara Financial Services
Massachusetts
$18M
4
UBS Group
UBS Group
Switzerland
$57.1M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
151
Ausdal Financial Partners
Iowa
$1.27M +$1.27M +32,226 New
CSIC
152
Clifford Swan Investment Counsel
California
$1.25M – – –
UCB
153
United Community Bank
South Carolina
$1.2M +$168K +4,255 +16%
FIM
154
Freedom Investment Management
Connecticut
$1.19M -$189K -4,799 -14%
MFG
155
Merit Financial Group
Georgia
$1.16M +$273K +6,937 +31%
Jones Financial Companies
156
Jones Financial Companies
Missouri
$1.16M +$121K +3,070 +12%
WFAG
157
Worth Financial Advisory Group
North Carolina
$1.16M -$8.19K -208 -0.7%
PCM
158
Pointe Capital Management
Michigan
$1.14M +$38.4K +975 +3%
Renaissance Technologies
159
Renaissance Technologies
New York
$1.13M -$1.02M -25,900 -48%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$1.11M +$1.11M +28,143 New
AWM
161
Avitas Wealth Management
California
$1.11M +$72.8K +1,848 +7%
M
162
MOTCO
Texas
$1.04M +$82.6K +2,098 +9%
CWA
163
Crux Wealth Advisors
California
$1.01M +$1.01M +25,739 New
BCA
164
Bay Capital Advisors
Virginia
$1.01M +$1.01M +25,691 New
PIA
165
Perennial Investment Advisors
California
$1M +$45.1K +1,145 +5%
GLA
166
Good Life Advisors
Pennsylvania
$983K +$20.6K +522 +2%
AC
167
Addison Capital
Pennsylvania
$980K -$381K -9,664 -28%
NRI
168
NFP Retirement Inc
California
$969K +$12.1K +306 +1%
AWS
169
Atria Wealth Solutions
New York
$966K -$2.67M -67,700 -73%
DCM
170
Dudley Capital Management
Virginia
$956K -$46.9K -1,190 -5%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$952K +$42.6K +1,082 +5%
CPRC
172
Consolidated Portfolio Review Corp
New York
$948K +$10.4K +264 +1%
DPI
173
Diversified Portfolios Inc
Michigan
$930K +$930K +23,603 New
FTUS
174
Flow Traders U.S.
New York
$888K +$888K +22,549 New
CHJWM
175
Carlton Hofferkamp & Jenks Wealth Management
Texas
$845K -$64.1K -1,611 -7%
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