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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

334 hedge funds and large institutions have $3.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 151 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
4.48%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
25
Increased
151
Reduced
116
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$554M
2
KIM
Kestra Investment Management
Texas
$159M
3
Jane Street
Jane Street
New York
$31.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
$42.8M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$135M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$212M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2M
3
Morgan Stanley
Morgan Stanley
New York
$221M
4
HWM
HB Wealth Management
Georgia
$6.08M
5
WWA
WCG Wealth Advisors
Nevada
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
201
Trilogy Capital
California
$559K -$1.77K -44 -0.3%
WAM
202
WNY Asset Management
New York
$547K -$6.1K -152 -1%
FAIM
203
Financial Advocates Investment Management
Washington
$539K -$167K -4,166 -24%
WJWM
204
Williams Jones Wealth Management
New York
$536K – – –
EWA
205
EverSource Wealth Advisors
Alabama
$517K +$80 +2 +0%
JPMorgan Chase & Co
206
JPMorgan Chase & Co
New York
$514K +$46K +1,146 +10%
LNWWM
207
Laird Norton Wetherby Wealth Management
California
$513K +$513K +12,787 New
CGH
208
Crossmark Global Holdings
Texas
$513K +$118K +2,932 +30%
CWM
209
Collaborative Wealth Management
Florida
$509K -$18.5K -460 -3%
GRP
210
Global Retirement Partners
California
$487K +$487K +12,137 New
CPIA
211
Cornell Pochily Investment Advisors
New York
$482K +$14.2K +354 +3%
SIA
212
Strategic Investment Advisors
Michigan
$476K -$29.3K -731 -6%
MHS
213
M Holdings Securities
Oregon
$464K +$464K +11,588 New
BZWA
214
Blue Zone Wealth Advisors
California
$462K +$27.2K +679 +6%
VCA
215
Verdence Capital Advisors
Maryland
$460K +$5.46K +136 +1%
CA
216
Clearstead Advisors
Ohio
$459K +$6.74K +168 +1%
KWA
217
Kingswood Wealth Advisors
California
$455K -$305K -7,594 -40%
WP
218
Westmount Partners
California
$447K -$31.5K -785 -7%
AW
219
Alaethes Wealth
Nevada
$438K -$5.86K -146 -1%
CAG
220
Curtis Advisory Group
California
$438K +$81K +2,019 +23%
CA
221
Continuum Advisory
Idaho
$432K +$4.09K +102 +1%
CFG
222
Citizens Financial Group
Rhode Island
$430K +$86.1K +2,146 +25%
BWMG
223
Barnes Wealth Management Group
California
$423K +$1.16K +29 +0.3%
HFS
224
Heritage Financial Services
Massachusetts
$422K -$29.3K -730 -6%
VT
225
Vise Technologies
New York
$417K +$417K +10,399 New
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