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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

343 hedge funds and large institutions have $3B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
30
Increased
165
Reduced
112
Closed
34
Calls
$492K
Puts
–
Net Calls
+$492K
Net Calls Change
+$311K

Top Buyers

1
KIM
Kestra Investment Management
Texas
$99.7M
2
CVM
Cheviot Value Management
California
$38.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$118M
4
SEIA
Signature Estate & Investment Advisors
California
$274M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M

Top Sellers

1
QWM
Quadcap Wealth Management
Texas
$0
2
Bank of America
Bank of America
North Carolina
$84.9M
3
SIG
Spinnaker Investment Group
California
$2.7M
4
WCM
Weaver Capital Management
Georgia
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$804K +$202K +5,011 +34%
BI
177
Beckerman Institutional
New Jersey
$762K +$151K +3,754 +25%
KWA
178
Kingswood Wealth Advisors
California
$761K -$732K -18,219 -49%
Renaissance Technologies
179
Renaissance Technologies
New York
$753K -$399K -9,900 -35%
FHA
180
Flagship Harbor Advisors
Massachusetts
$729K +$6.69K +166 +0.9%
FA
181
Flagstar Advisors
New York
$722K +$82K +2,036 +13%
WWM
182
Western Wealth Management
Colorado
$722K +$116K +2,875 +19%
JHCP
183
Jackson Hole Capital Partners
Oklahoma
$713K – – –
AWA
184
Arkadios Wealth Advisors
Georgia
$710K +$21.4K +530 +3%
FAIM
185
Financial Advocates Investment Management
Washington
$709K +$104K +2,575 +17%
M
186
MOTCO
Texas
$707K -$358K -8,882 -34%
KeyBank National Association
187
KeyBank National Association
Ohio
$673K -$64.5K -1,600 -9%
AIFAIM
188
American Institute for Advanced Investment Management
Arizona
$670K +$101K +2,512 +18%
CIBC World Market
189
CIBC World Market
Ontario, Canada
$651K +$8.38K +208 +1%
CA
190
Calton & Associates
Florida
$641K -$199K -4,942 -24%
FFS
191
Founders Financial Securities
Maryland
$631K +$21.3K +530 +3%
BFA
192
Beaumont Financial Advisors
Massachusetts
$630K +$40 +1 +0%
SFC
193
Strategic Financial Concepts
Texas
$622K -$10.3K -255 -2%
MSCM
194
McElhenny Sheffield Capital Management
Texas
$617K +$203K +5,029 +49%
MML Investors Services
195
MML Investors Services
Massachusetts
$614K -$85.6K -2,123 -12%
OC
196
Oppenheimer & Co
New York
$607K -$17.6K -436 -3%
CPIG
197
Chicago Partners Investment Group
Illinois
$592K -$209K -5,230 -26%
TC
198
Trilogy Capital
California
$563K -$11.9K -295 -2%
PTC
199
Private Trust Company
Ohio
$562K -$3.99K -99 -0.7%
WAM
200
WNY Asset Management
New York
$556K +$295K +7,315 +113%
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