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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
32
Increased
143
Reduced
103
Closed
30
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.7M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18M
3
SEIA
Signature Estate & Investment Advisors
California
$283M
4
SPIA
Steward Partners Investment Advisory
New York
$12.6M
5
UBS Group
UBS Group
Switzerland
$62.5M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$98.9M
2
Morgan Stanley
Morgan Stanley
New York
$204M
3
Osaic Holdings
Osaic Holdings
Arizona
$73.6M
4
Jane Street
Jane Street
New York
$5.31M
5
TNA
True North Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
201
Realta Investment Advisors
Delaware
$490K +$113K +2,827 +30%
CIBC World Market
202
CIBC World Market
Ontario, Canada
$480K +$90.1K +2,247 +23%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$475K +$19.3K +482 +4%
NP
204
NorthRock Partners
Minnesota
$470K +$145K +3,620 +45%
CPIA
205
Cornell Pochily Investment Advisors
New York
$469K -$21K -525 -4%
ACP
206
Aveo Capital Partners
Colorado
$450K -$3.04M -77,452 -87%
CPIG
207
Chicago Partners Investment Group
Illinois
$443K +$21.8K +556 +5%
VCP
208
Verus Capital Partners
Arizona
$442K -$55.7K -1,390 -11%
SPL
209
Smart Portfolios LLC
Washington
$439K +$40 +1 +0%
VCA
210
Verdence Capital Advisors
Maryland
$431K +$3.36K +84 +0.8%
BCA
211
Bay Colony Advisors
Massachusetts
$431K -$55.7K -1,391 -11%
HIC
212
Hartline Investment Corp
Illinois
$431K +$431K +10,755 New
CFG
213
Citizens Financial Group
Rhode Island
$430K +$115K +2,862 +36%
HFAS
214
Hummer Financial Advisory Services
Illinois
$429K – – –
NAM
215
NTV Asset Management
West Virginia
$411K -$96.1K -2,400 -19%
SC
216
Savant Capital
Illinois
$397K -$8.37K -209 -2%
CCB
217
Country Club Bank
Missouri
$396K – – –
PTC
218
Private Trust Company
Ohio
$392K +$2.96K +74 +0.8%
FSG
219
Financial Strategies Group
Michigan
$383K +$32.8K +826 +9%
KP
220
Keel Point
Alabama
$350K – – –
CA
221
Continuum Advisory
Idaho
$341K -$39.7K -1,007 -10%
SFM
222
Signet Financial Management
New Jersey
$339K – – –
PA
223
PFG Advisors
Arizona
$336K +$11.5K +287 +4%
GRP
224
Global Retirement Partners
California
$331K -$8.33K -208 -2%
HA
225
Hofer & Associates
California
$325K +$68K +1,699 +26%
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