We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

354 hedge funds and large institutions have $3.54B invested in State Street DoubleLine Total Return Tactical ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

66% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 99

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

8% more funds holding

Funds holding: 329354 (+25)

5% more capital invested

Capital invested by funds: $3.35B → $3.54B (+$182M)

1.41% more ownership

Funds ownership: 86.28%87.69% (+1.4%)

Holders
354
Holders Change
+25
Holders Change %
+7.6%
% of All Funds
4.31%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
60
Increased
164
Reduced
99
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$553K +$65K +1,606 +13%
KeyBank National Association
202
KeyBank National Association
Ohio
$550K -$10.1K -250 -2%
MFS
203
McNamara Financial Services
Massachusetts
$544K -$19.7M -486,086 -97%
CA
204
Clearstead Advisors
Ohio
$541K +$47.9K +1,182 +10%
WJWM
205
Williams Jones Wealth Management
New York
$537K -$1.01K -25 -0.2%
MML Investors Services
206
MML Investors Services
Massachusetts
$531K -$196K -4,836 -27%
AW
207
Alaethes Wealth
Nevada
$531K +$94K +2,321 +21%
MHS
208
M Holdings Securities
Oregon
$525K +$528K +13,033 New
CWA
209
Crux Wealth Advisors
California
$521K -$13.5K -333 -3%
LNWTC
210
Laird Norton Wetherby Trust Company
Washington
$515K +$518K +12,787 New
AOWM
211
Asset One Wealth Management
Washington
$499K +$504K +12,443 New
WP
212
Westmount Partners
California
$485K -$8.22K -203 -2%
VW
213
Vantus Wealth
Pennsylvania
$483K +$485K +11,990 New
BZWA
214
Blue Zone Wealth Advisors
California
$472K -$3.28K -81 -0.7%
MIM
215
Macroview Investment Management
Maryland
$470K +$32K +791 +7%
VCA
216
Verdence Capital Advisors
Maryland
$469K +$81 +2 +0%
CAG
217
Curtis Advisory Group
California
$461K +$16.7K +412 +4%
AL
218
Aspiriant LLC
California
$454K +$456K +11,272 New
KWA
219
Kingswood Wealth Advisors
California
$435K
BFA
220
Ballast Financial Advisors
Pennsylvania
$434K +$436K +10,771 New
AWM
221
AE Wealth Management
Kansas
$429K +$420K +10,370 +3,492%
BWMG
222
Barnes Wealth Management Group
California
$428K -$39.4K -973 -8%
OC
223
Oppenheimer & Co
New York
$426K -$324K -8,005 -43%
HFS
224
Heritage Financial Services
Massachusetts
$423K
HA
225
Helium Advisors
Washington
$420K +$186K +4,596 +79%