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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

334 hedge funds and large institutions have $3.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 151 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
4.48%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
25
Increased
151
Reduced
116
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$554M
2
KIM
Kestra Investment Management
Texas
$159M
3
Jane Street
Jane Street
New York
$31.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
$42.8M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$135M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$212M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2M
3
Morgan Stanley
Morgan Stanley
New York
$221M
4
HWM
HB Wealth Management
Georgia
$6.08M
5
WWA
WCG Wealth Advisors
Nevada
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
176
Valmark Advisers
Ohio
$711K +$223K +5,554 +46%
JHCP
177
Jackson Hole Capital Partners
Oklahoma
$710K – – –
AWA
178
Arkadios Wealth Advisors
Georgia
$708K +$1.24K +31 +0.2%
CIBC World Market
179
CIBC World Market
Ontario, Canada
$704K +$55.7K +1,388 +9%
AIFAIM
180
American Institute for Advanced Investment Management
Arizona
$682K +$15K +375 +2%
KeyBank National Association
181
KeyBank National Association
Ohio
$670K – – –
PTC
182
Private Trust Company
Ohio
$667K +$107K +2,677 +19%
CAL
183
Capital Advisors Ltd
Ohio
$660K +$384K +9,579 +140%
Creative Planning
184
Creative Planning
Kansas
$651K -$149K -3,719 -19%
PA
185
PFG Advisors
Arizona
$632K +$95.8K +2,388 +18%
EB
186
Eastern Bank
Massachusetts
$629K -$2.51M -62,691 -80%
OC
187
Oppenheimer & Co
New York
$628K +$23.3K +582 +4%
WWM
188
Western Wealth Management
Colorado
$624K -$94.1K -2,346 -13%
FFS
189
Founders Financial Securities
Maryland
$624K -$6.66K -166 -1%
SIG
190
Spinnaker Investment Group
California
$617K -$2.07M -51,637 -77%
CWA
191
Crux Wealth Advisors
California
$601K -$426K -10,618 -41%
MSCM
192
McElhenny Sheffield Capital Management
Texas
$597K -$17.1K -427 -3%
CA
193
Calton & Associates
Florida
$597K -$41.8K -1,043 -7%
RFS
194
Richardson Financial Services
Massachusetts
$595K +$55.6K +1,393 +10%
CPIG
195
Chicago Partners Investment Group
Illinois
$592K +$359 +9 +0.1%
EL
196
EQ LLC
Washington
$582K -$232K -5,783 -29%
MML Investors Services
197
MML Investors Services
Massachusetts
$577K -$33.6K -838 -6%
NFA
198
Northwest Financial Advisors
Virginia
$565K +$42.1K +1,050 +8%
BCA
199
Bay Colony Advisors
Massachusetts
$563K +$17.5K +436 +3%
PCMC
200
Paragon Capital Management (Colorado)
Colorado
$560K -$516K -12,871 -48%
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