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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.56B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 165 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
4.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
38
Increased
165
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$22.7M
2
Morgan Stanley
Morgan Stanley
New York
+$15.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.9M
4
WWA
WCG Wealth Advisors
Nevada
+$14.3M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$13.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$10.7M
2
SPIA
Steward Partners Investment Advisory
New York
-$8.27M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.91M
4
JBA
Johnson Bixby & Associates
Washington
-$4.43M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
176
Jackson Hole Capital Partners
Oklahoma
$733K – – –
WC
177
Waterloo Capital
Texas
$733K +$62.3K +1,504 +9%
TNA
178
True North Advisors
Texas
$716K -$243K -5,863 -25%
MML Investors Services
179
MML Investors Services
Massachusetts
$715K -$149K -3,600 -17%
PI
180
PFG Investments
New York
$706K +$309K +7,466 +78%
FA
181
Flagstar Advisors
New York
$693K -$2.82K -68 -0.4%
Jane Street
182
Jane Street
New York
$691K +$691K +16,695 New
BI
183
Beckerman Institutional
New Jersey
$691K +$691K +16,695 New
CA
184
Calton & Associates
Florida
$684K -$362K -8,739 -35%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$680K +$350K +8,458 +106%
FAIM
186
Financial Advocates Investment Management
Washington
$675K -$11.3K -273 -2%
TC
187
TownSquare Capital
Utah
$666K +$120K +2,910 +22%
BFA
188
Beaumont Financial Advisors
Massachusetts
$648K +$41 +1 +0%
KFGK
189
Keystone Financial Group (Kentucky)
Kentucky
$642K +$642K +15,506 New
EWA
190
Exencial Wealth Advisors
Oklahoma
$633K -$4.72K -114 -0.7%
VNA
191
Valley National Advisers
Pennsylvania
$631K -$346K -8,356 -35%
HVM
192
Harvest Volatility Management
Connecticut
$631K – – –
FFS
193
Founders Financial Securities
Maryland
$619K -$19.3K -465 -3%
BF
194
BOK Financial
Oklahoma
$617K +$617K +15,000 New
RFS
195
Richardson Financial Services
Massachusetts
$617K – – –
WWM
196
Western Wealth Management
Colorado
$590K +$95.6K +2,309 +19%
JPMorgan Chase & Co
197
JPMorgan Chase & Co
New York
$571K -$2.01M -48,592 -78%
TC
198
Trilogy Capital
California
$561K +$166 +4 +0%
WJWM
199
Williams Jones Wealth Management
New York
$554K – – –
WAM
200
WNY Asset Management
New York
$545K +$202K +4,873 +59%
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