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SPDR DoubleLine Total Return Tactical ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WA
201
Waterford Advisors
New York
$540K
LFAS
202
Level Four Advisory Services
Texas
$538K -$25.9K -643 -5%
NFA
203
Northwest Financial Advisors
Virginia
$536K +$536K +12,942 New
EWA
204
EverSource Wealth Advisors
Alabama
$532K +$41 +1 +0%
LNWWM
205
Laird Norton Wetherby Wealth Management
California
$529K
CPIG
206
Chicago Partners Investment Group
Illinois
$529K +$83.5K +2,077 +19%
DW30
207
Drucker Wealth 3.0
New Jersey
$522K -$2.4K -58 -0.5%
FFA
208
First Foundation Advisors
California
$515K
MSCM
209
McElhenny Sheffield Capital Management
Texas
$511K -$37K -894 -7%
SPL
210
Smart Portfolios LLC
Washington
$494K -$14K -339 -3%
AIFAIM
211
American Institute for Advanced Investment Management
Arizona
$492K +$202K +4,879 +70%
EWM
212
Executive Wealth Management
Michigan
$492K +$3.02K +73 +0.6%
BCA
213
Bay Colony Advisors
Massachusetts
$482K +$31.3K +755 +7%
VCM
214
Virtue Capital Management
Tennessee
$481K +$103K +2,483 +27%
CPIA
215
Cornell Pochily Investment Advisors
New York
$479K -$1.53K -37 -0.3%
Citigroup
216
Citigroup
New York
$459K +$56.3K +1,360 +14%
PTC
217
Private Trust Company
Ohio
$459K +$53.3K +1,288 +13%
VCA
218
Verdence Capital Advisors
Maryland
$456K +$5.26K +127 +1%
BZWA
219
Blue Zone Wealth Advisors
California
$443K +$40.1K +968 +10%
HFAS
220
Hummer Financial Advisory Services
Illinois
$443K
PA
221
PFG Advisors
Arizona
$436K +$101K +2,443 +30%
PFG
222
Pinnacle Financial Group
Illinois
$435K +$435K +10,502 New
CGFA
223
Colton Groome Financial Advisors
North Carolina
$426K +$33.2K +802 +8%
NAM
224
NTV Asset Management
West Virginia
$424K
WP
225
WMS Partners
Maryland
$402K -$1.07M -25,871 -73%