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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 %
BCA
201
Bay Colony Advisors
Massachusetts
$547K +$2.29K +57 +0.4%
RFS
202
Richardson Financial Services
Massachusetts
$545K +$54.2K +1,344 +11%
PA
203
PFG Advisors
Arizona
$539K +$79.9K +1,982 +17%
WJWM
204
Williams Jones Wealth Management
New York
$539K – – –
CWM
205
Collaborative Wealth Management
Florida
$530K -$48K -1,192 -8%
NFA
206
Northwest Financial Advisors
Virginia
$526K +$1.33K +33 +0.3%
EWA
207
EverSource Wealth Advisors
Alabama
$519K +$1.93K +48 +0.4%
SIA
208
Strategic Investment Advisors
Michigan
$507K +$18.5K +459 +4%
FFA
209
First Foundation Advisors
California
$501K – – –
VA
210
Valmark Advisers
Ohio
$490K +$176K +4,360 +56%
WP
211
Westmount Partners
California
$481K -$130K -3,233 -21%
CPIA
212
Cornell Pochily Investment Advisors
New York
$470K +$1.33K +33 +0.3%
JPMorgan Chase & Co
213
JPMorgan Chase & Co
New York
$470K -$234K -5,796 -33%
VCA
214
Verdence Capital Advisors
Maryland
$456K +$8.7K +216 +2%
CA
215
Clearstead Advisors
Ohio
$454K +$4.35K +108 +1%
HFS
216
Heritage Financial Services
Massachusetts
$453K +$180K +4,479 +66%
AW
217
Alaethes Wealth
Nevada
$446K +$446K +11,065 New
BZWA
218
Blue Zone Wealth Advisors
California
$437K +$5.64K +140 +1%
CA
219
Continuum Advisory
Idaho
$429K -$2.54K -63 -0.6%
BWMG
220
Barnes Wealth Management Group
California
$424K +$86.2K +2,139 +26%
CGH
221
Crossmark Global Holdings
Texas
$397K +$397K +9,852 New
DAS
222
Diversify Advisory Services
Utah
$391K +$3.78K +94 +1%
SPL
223
Smart Portfolios LLC
Washington
$386K -$58.8K -1,459 -13%
SFC
224
SYM Financial Corp
Indiana
$376K -$20K -496 -5%
WC
225
Waterloo Capital
Texas
$375K -$1.73K -43 -0.5%
7 8
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