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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
$19.8B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$107M
4
WWA
WCG Wealth Advisors
Nevada
$28.8M
5
LPL Financial
LPL Financial
California
$114M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$256M
2
Osaic Holdings
Osaic Holdings
Arizona
$66.4M
3
MFS
McNamara Financial Services
Massachusetts
$18M
4
UBS Group
UBS Group
Switzerland
$57.1M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
201
Beckerman Institutional
New Jersey
$597K -$60.2K -1,530 -9%
WWM
202
Western Wealth Management
Colorado
$592K +$30.5K +775 +5%
FAIM
203
Financial Advocates Investment Management
Washington
$592K -$50.2K -1,274 -8%
Creative Planning
204
Creative Planning
Kansas
$588K +$588K +14,933 New
CWM
205
Collaborative Wealth Management
Florida
$565K -$185K -4,690 -25%
TC
206
Trilogy Capital
California
$562K +$28.1K +714 +5%
AIFAIM
207
American Institute for Advanced Investment Management
Arizona
$556K +$88K +2,235 +19%
PTC
208
Private Trust Company
Ohio
$553K +$117K +2,960 +27%
GIP
209
Greatmark Investment Partners
Georgia
$552K +$552K +14,025 New
BCA
210
Bay Colony Advisors
Massachusetts
$533K +$74.9K +1,902 +16%
WJWM
211
Williams Jones Wealth Management
New York
$527K – – –
NFA
212
Northwest Financial Advisors
Virginia
$513K +$2.88K +73 +0.6%
EWA
213
EverSource Wealth Advisors
Alabama
$506K +$79 +2 +0%
EWA
214
Exencial Wealth Advisors
Oklahoma
$506K -$96.2K -2,441 -16%
LFAS
215
Level Four Advisory Services
Texas
$504K -$22.5K -571 -4%
LNWWM
216
Laird Norton Wetherby Wealth Management
California
$504K – – –
FFA
217
First Foundation Advisors
California
$490K – – –
RFS
218
Richardson Financial Services
Massachusetts
$480K -$132K -3,358 -22%
SIA
219
Strategic Investment Advisors
Michigan
$478K -$271K -6,888 -36%
AQR Capital Management
220
AQR Capital Management
Connecticut
$474K +$474K +12,042 New
CPIA
221
Cornell Pochily Investment Advisors
New York
$458K +$2.92K +74 +0.6%
VNA
222
Valley National Advisers
Pennsylvania
$452K -$148K -3,752 -25%
PA
223
PFG Advisors
Arizona
$449K +$34.2K +869 +8%
CA
224
Clearstead Advisors
Ohio
$440K +$117K +2,971 +36%
VCA
225
Verdence Capital Advisors
Maryland
$438K +$3.78K +96 +0.9%
7 8
9
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