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SPDR DoubleLine Total Return Tactical ETF

335 hedge funds and large institutions have $3.36B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
201
Paragon Capital Management (Colorado)
Colorado
$560K
TC
202
Trilogy Capital
California
$559K
WAM
203
WNY Asset Management
New York
$547K
FAIM
204
Financial Advocates Investment Management
Washington
$539K
WJWM
205
Williams Jones Wealth Management
New York
$536K
EWA
206
EverSource Wealth Advisors
Alabama
$517K
JPMorgan Chase & Co
207
JPMorgan Chase & Co
New York
$514K
LNWWM
208
Laird Norton Wetherby Wealth Management
California
$513K
CGH
209
Crossmark Global Holdings
Texas
$513K
CWM
210
Collaborative Wealth Management
Florida
$509K
GRP
211
Global Retirement Partners
California
$487K
CPIA
212
Cornell Pochily Investment Advisors
New York
$482K
SIA
213
Strategic Investment Advisors
Michigan
$476K
MHS
214
M Holdings Securities
Oregon
$464K
BZWA
215
Blue Zone Wealth Advisors
California
$462K
VCA
216
Verdence Capital Advisors
Maryland
$460K
CA
217
Clearstead Advisors
Ohio
$459K
KWA
218
Kingswood Wealth Advisors
California
$455K
WP
219
Westmount Partners
California
$447K
AW
220
Alaethes Wealth
Nevada
$438K
CAG
221
Curtis Advisory Group
California
$438K
CA
222
Continuum Advisory
Idaho
$432K
CFG
223
Citizens Financial Group
Rhode Island
$430K
BWMG
224
Barnes Wealth Management Group
California
$423K
HFS
225
Heritage Financial Services
Massachusetts
$422K