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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

358 hedge funds and large institutions have $22.6B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
4.77%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
62
Increased
143
Reduced
115
Closed
36
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.15B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$246M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.6M
4
WWA
WCG Wealth Advisors
Nevada
+$14.7M
5
LPL Financial
LPL Financial
California
+$13.9M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$39.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$7.54M
3
MFS
McNamara Financial Services
Massachusetts
-$6.53M
4
UBS Group
UBS Group
Switzerland
-$5.43M
5
WIA
World Investment Advisors
California
-$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Calton & Associates
Florida
$822K +$171K +4,350 +26%
AG
177
AmeriFlex Group
Nevada
$797K +$797K +20,074 New
EL
178
EQ LLC
Washington
$795K -$33.1K -840 -4%
CPIG
179
Chicago Partners Investment Group
Illinois
$788K +$272K +6,923 +53%
VH
180
Visionary Horizons
Tennessee
$775K +$775K +19,663 New
Citadel Advisors
181
Citadel Advisors
Florida
$753K -$1.65M -41,829 -69%
KeyBank National Association
182
KeyBank National Association
Ohio
$721K – – –
FFA
183
Farther Finance Advisors
California
$718K +$718K +18,235 New
SFWC
184
Strategic Family Wealth Counselors
New Jersey
$713K -$87.7K -2,227 -11%
LWM
185
Lionsbridge Wealth Management
Florida
$707K -$39.4K -1,000 -5%
FHA
186
Flagship Harbor Advisors
Massachusetts
$706K +$5.87K +149 +0.8%
JHCP
187
Jackson Hole Capital Partners
Oklahoma
$697K – – –
PI
188
PFG Investments
New York
$688K +$15.9K +403 +2%
JPMorgan Chase & Co
189
JPMorgan Chase & Co
New York
$687K +$144K +3,663 +27%
MML Investors Services
190
MML Investors Services
Massachusetts
$684K +$3.55K +90 +0.5%
AWA
191
Arkadios Wealth Advisors
Georgia
$674K -$46.8K -1,188 -6%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$628K -$19.2K -488 -3%
PFG
193
Pinnacle Financial Group
Illinois
$627K +$213K +5,415 +52%
SWTS
194
Stonehaven Wealth & Tax Solutions
Wisconsin
$627K +$627K +15,912 New
FA
195
Flagstar Advisors
New York
$626K -$33.6K -853 -5%
SFC
196
Strategic Financial Concepts
Texas
$619K +$619K +15,703 New
BFA
197
Beaumont Financial Advisors
Massachusetts
$616K +$197 +5 +0%
OC
198
Oppenheimer & Co
New York
$611K -$208K -5,286 -25%
FFS
199
Founders Financial Securities
Maryland
$599K +$9.69K +246 +2%
WP
200
Westmount Partners
California
$597K -$423K -10,741 -41%
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