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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

343 hedge funds and large institutions have $3B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
30
Increased
165
Reduced
112
Closed
34
Calls
$492K
Puts
–
Net Calls
+$492K
Net Calls Change
+$311K

Top Buyers

1
KIM
Kestra Investment Management
Texas
$99.7M
2
CVM
Cheviot Value Management
California
$38.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$118M
4
SEIA
Signature Estate & Investment Advisors
California
$274M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M

Top Sellers

1
QWM
Quadcap Wealth Management
Texas
$0
2
Bank of America
Bank of America
North Carolina
$84.9M
3
SIG
Spinnaker Investment Group
California
$2.7M
4
WCM
Weaver Capital Management
Georgia
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
151
Webster Bank
Connecticut
$1.29M -$331K -8,218 -20%
CSIC
152
Clifford Swan Investment Counsel
California
$1.28M – – –
CCA
153
Cobblestone Capital Advisors
New York
$1.27M -$35K -869 -3%
MSAM
154
Moloney Securities Asset Management
Missouri
$1.24M +$1.24M +30,894 New
PCM
155
Pointe Capital Management
Michigan
$1.22M +$54.9K +1,363 +5%
SOS
156
Silver Oak Securities
Tennessee
$1.2M -$1.21M -30,112 -50%
FIM
157
Freedom Investment Management
Connecticut
$1.19M -$27K -670 -2%
BCA
158
Bay Capital Advisors
Virginia
$1.13M +$95.6K +2,372 +9%
CPRC
159
Consolidated Portfolio Review Corp
New York
$1.1M +$130K +3,225 +13%
PCMC
160
Paragon Capital Management (Colorado)
Colorado
$1.08M -$368K -9,134 -25%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$1.08M -$55.6K -1,379 -5%
PIA
162
Perennial Investment Advisors
California
$1.03M +$4.79K +119 +0.5%
CWA
163
Crux Wealth Advisors
California
$1.03M -$5.36K -133 -0.5%
VA
164
VestGen Advisors
Illinois
$1.02M +$1.02M +25,300 New
GLA
165
Good Life Advisors
Pennsylvania
$1.01M +$8.34K +207 +0.8%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$988K +$15K +373 +2%
DCM
167
Dudley Capital Management
Virginia
$967K -$10.1K -250 -1%
FFA
168
Farther Finance Advisors
California
$933K +$200K +4,979 +27%
PI
169
PFG Investments
New York
$925K +$222K +5,506 +32%
AC
170
Addison Capital
Pennsylvania
$916K -$86.4K -2,145 -9%
GIP
171
Greatmark Investment Partners
Georgia
$895K +$330K +8,200 +58%
CHJWM
172
Carlton Hofferkamp & Jenks Wealth Management
Texas
$844K – – –
BWA
173
BlueChip Wealth Advisors
Georgia
$841K +$528K +13,103 +169%
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$838K +$109K +2,694 +15%
EL
175
EQ LLC
Washington
$817K +$4.31K +107 +0.5%
5 6
7
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