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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.32%
New
28
Increased
130
Reduced
125
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$50.2M
2
MFA
Morling Financial Advisors
California
$34.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
4
SEIA
Signature Estate & Investment Advisors
California
$291M
5
Morgan Stanley
Morgan Stanley
New York
$208M

Top Sellers

1
EWM
Executive Wealth Management
Michigan
$469K
2
SMM
Stadion Money Management
Georgia
$25.4M
3
Wells Fargo
Wells Fargo
California
$52.1M
4
Bank of America
Bank of America
North Carolina
$87.3M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
176
Richardson Financial Services
Massachusetts
$617K -$28.8K -724 -4%
OC
177
Oppenheimer & Co
New York
$615K +$31.5K +794 +5%
FFS
178
Founders Financial Securities
Maryland
$612K +$20.6K +518 +3%
EWA
179
Exencial Wealth Advisors
Oklahoma
$611K -$191K -4,803 -24%
HVM
180
Harvest Volatility Management
Connecticut
$605K – – –
SIA
181
Strategic Investment Advisors
Michigan
$586K -$19K -478 -3%
UCB
182
United Community Bank
South Carolina
$575K +$8.38K +211 +1%
LFAS
183
Level Four Advisory Services
Texas
$556K -$276K -6,949 -33%
AAS
184
Avantax Advisory Services
Texas
$544K +$15.8K +397 +3%
TC
185
Trilogy Capital
California
$538K -$1.87K -47 -0.3%
WJWM
186
Williams Jones Wealth Management
New York
$531K – – –
MSCM
187
McElhenny Sheffield Capital Management
Texas
$526K -$159 -4 -0%
TC
188
TownSquare Capital
Utah
$523K -$6.04K -152 -1%
EWA
189
EverSource Wealth Advisors
Alabama
$521K -$2.19K -54 -0.4%
VF
190
Virtu Financial
New York
$519K +$519K +13,062 New
WA
191
Waterford Advisors
New York
$518K – – –
CA
192
Clearstead Advisors
Ohio
$516K +$516K +12,991 New
LNWWM
193
Laird Norton Wetherby Wealth Management
California
$508K -$23.9K -602 -4%
DW30
194
Drucker Wealth 3.0
New Jersey
$504K +$504K +12,678 New
FFA
195
First Foundation Advisors
California
$494K – – –
SPL
196
Smart Portfolios LLC
Washington
$487K +$51.5K +1,297 +12%
WWM
197
Western Wealth Management
Colorado
$475K -$29.7K -748 -6%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$469K +$310K +7,805 +194%
EWM
199
Executive Wealth Management
Michigan
$469K -$9.76M -245,602 -95%
CPIA
200
Cornell Pochily Investment Advisors
New York
$461K -$4.89K -123 -1%
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8
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