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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 22 closing their positions.

Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.32%
New
28
Increased
130
Reduced
125
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$50.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$50.2M
3
MFA
3
Morling Financial Advisors
California
$34.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$111M
5
SEIA
5
Signature Estate & Investment Advisors
California
$291M

Top Sellers

1
EWM
1
Executive Wealth Management
Michigan
$469K
2
SMM
2
Stadion Money Management
Georgia
$25.4M
3
Wells Fargo
3
Wells Fargo
California
$52.1M
4
Bank of America
4
Bank of America
North Carolina
$87.3M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEIA
1
Signature Estate & Investment Advisors
California
$291M 7,321,555 +248,727 +4%
Morgan Stanley
2
Morgan Stanley
New York
$208M 5,240,218 +147,743 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$111M 2,791,254 +342,376 +14%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$97.8M 2,463,170 -7,102 -0.3%
LPL Financial
5
LPL Financial
California
$93.8M 2,361,442 +20,883 +0.9%
TA
6
Tectonic Advisors
Texas
$91.7M 2,308,225 +49,816 +2%
Bank of America
7
Bank of America
North Carolina
$87.3M 2,197,875 -140,975 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$71.9M 1,810,788 -26,154 -1%
UBS Group
9
UBS Group
Switzerland
$61.7M 1,553,694 -6,683 -0.4%
CAI
10
Capital Advisors Inc
Oklahoma
$59.9M 1,508,418 -35,607 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$57.5M 1,447,324 +87,915 +6%
Wells Fargo
12
Wells Fargo
California
$52.1M 1,311,239 -141,927 -10%
KIM
13
Kestra Investment Management
Texas
$50.3M 1,265,855 +1,265,855 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$50.2M 1,264,165 +1,252,313 +10,566%
AT
15
Arden Trust
Delaware
$44.2M 1,112,322 -32,429 -3%
MFA
16
Morling Financial Advisors
California
$34.9M 877,476 +870,410 +12,318%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$32.4M 816,256 +144,527 +22%
JCM
18
Janney Capital Management
Pennsylvania
$31.1M 782,249 -6,948 -0.9%
HighTower Advisors
19
HighTower Advisors
Illinois
$26M 654,293 -14,576 -2%
HI
20
Horizon Investments
North Carolina
$25.9M 658,625 +9,314 +1%
SMM
21
Stadion Money Management
Georgia
$25.4M 643,465 -183,464 -22%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$24.6M 619,696 +52,276 +9%
MFS
23
McNamara Financial Services
Massachusetts
$24.6M 619,464 +42,712 +7%
RJA
24
Raymond James & Associates
Florida
$22.5M 565,652 -24,332 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$19.1M 481,002 +91,248 +23%
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