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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
32
Increased
143
Reduced
103
Closed
30
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.7M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18M
3
SEIA
Signature Estate & Investment Advisors
California
$283M
4
SPIA
Steward Partners Investment Advisory
New York
$12.6M
5
UBS Group
UBS Group
Switzerland
$62.5M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$98.9M
2
Morgan Stanley
Morgan Stanley
New York
$204M
3
Osaic Holdings
Osaic Holdings
Arizona
$73.6M
4
Jane Street
Jane Street
New York
$5.31M
5
TNA
True North Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
176
Waterloo Capital
Texas
$608K -$285K -7,126 -32%
BZWA
177
Blue Zone Wealth Advisors
California
$605K -$64.3K -1,606 -10%
FFS
178
Founders Financial Securities
Maryland
$597K +$21.1K +526 +4%
HFS
179
Heritage Financial Services
Massachusetts
$595K +$18.8K +469 +3%
OC
180
Oppenheimer & Co
New York
$588K +$32.3K +807 +6%
CGFA
181
Colton Groome Financial Advisors
North Carolina
$582K -$72.8K -1,817 -11%
PI
182
PFG Investments
New York
$581K +$581K +14,499 New
UCB
183
United Community Bank
South Carolina
$571K +$29.1K +727 +5%
BFA
184
Beaumont Financial Advisors
Massachusetts
$562K +$160 +4 +0%
TC
185
Trilogy Capital
California
$544K – – –
LNWWM
186
Laird Norton Wetherby Wealth Management
California
$536K +$39K +975 +8%
WJWM
187
Williams Jones Wealth Management
New York
$536K – – –
TC
188
TownSquare Capital
Utah
$533K +$533K +13,321 New
AAS
189
Avantax Advisory Services
Texas
$533K +$533K +13,308 New
MSCM
190
McElhenny Sheffield Capital Management
Texas
$530K -$4.13K -103 -0.8%
WSTAM
191
Wilbanks Smith & Thomas Asset Management
Virginia
$529K +$89.4K +2,232 +20%
WA
192
Waterford Advisors
New York
$522K – – –
WWM
193
Western Wealth Management
Colorado
$509K -$17.9K -446 -3%
FPCG
194
Forum Private Client Group
Indiana
$507K -$268K -6,690 -35%
Creative Planning
195
Creative Planning
Kansas
$505K +$505K +12,598 New
PCG
196
Prosperity Consulting Group
Maryland
$503K -$64K -1,598 -11%
EWA
197
EverSource Wealth Advisors
Alabama
$503K -$444K -11,387 -47%
KWM
198
Keebeck Wealth Management
Illinois
$501K – – –
FFA
199
First Foundation Advisors
California
$498K – – –
CAL
200
Capital Analysts LLC
Pennsylvania
$494K +$138K +3,434 +39%
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8
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