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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 103 reducing their positions, and 30 closing their positions.

Holders
323
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
32
Increased
143
Reduced
103
Closed
30
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$22.7M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$18M
3
SEIA
3
Signature Estate & Investment Advisors
California
$283M
4
SPIA
4
Steward Partners Investment Advisory
New York
$12.6M
5
UBS Group
5
UBS Group
Switzerland
$62.5M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$98.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$204M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$73.6M
4
Jane Street
4
Jane Street
New York
$5.31M
5
TNA
5
True North Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEIA
1
Signature Estate & Investment Advisors
California
$283M 7,072,828 +411,728 +6%
Morgan Stanley
2
Morgan Stanley
New York
$204M 5,092,475 -3,891,861 -43%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$98.9M 2,470,272 -10,270,538 -81%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$98.1M 2,448,878 +102,394 +4%
LPL Financial
5
LPL Financial
California
$93.7M 2,340,559 -223,284 -9%
Bank of America
6
Bank of America
North Carolina
$93.7M 2,338,850 +194,472 +9%
TA
7
Tectonic Advisors
Texas
$90.4M 2,258,409 +111,346 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$73.6M 1,836,942 -649,122 -26%
UBS Group
9
UBS Group
Switzerland
$62.5M 1,560,377 +269,968 +21%
CAI
10
Capital Advisors Inc
Oklahoma
$61.8M 1,544,025 -13,740 -0.9%
Wells Fargo
11
Wells Fargo
California
$58.2M 1,453,166 +91,716 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$54.4M 1,359,409 +30,887 +2%
AT
13
Arden Trust
Delaware
$45.8M 1,144,751 +26,726 +2%
SMM
14
Stadion Money Management
Georgia
$33M 826,929 +6,237 +0.8%
JCM
15
Janney Capital Management
Pennsylvania
$31.6M 789,197 -16,751 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$26.9M 671,729 -125,688 -16%
HighTower Advisors
17
HighTower Advisors
Illinois
$26.8M 668,869 -90,886 -12%
HI
18
Horizon Investments
North Carolina
$25.8M 649,311 -512 -0.1%
RJA
19
Raymond James & Associates
Florida
$23.6M 589,984 -182,665 -24%
MFS
20
McNamara Financial Services
Massachusetts
$23.1M 576,752 +23,020 +4%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$22.7M 567,420 +489,281 +626%
WAM
22
Weatherly Asset Management
California
$19.3M 483,127 +13,380 +3%
JBA
23
Johnson Bixby & Associates
Washington
$19.1M 476,402 -26,440 -5%
HFS
24
Howard Financial Services
Texas
$18.5M 461,598 +34,223 +8%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$18M 449,902 +449,902 New
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