TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

358 hedge funds and large institutions have $22.6B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 36 closing their positions.

Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
4.77%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
62
Increased
143
Reduced
115
Closed
36
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$19.8B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M
3
Raymond James Financial
3
Raymond James Financial
Florida
$24.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$107M
5
WWA
5
WCG Wealth Advisors
Nevada
$28.8M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$256M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$66.4M
3
MFS
3
McNamara Financial Services
Massachusetts
$18M
4
UBS Group
4
UBS Group
Switzerland
$57.1M
5
WIA
5
World Investment Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$19.8B 502,240 +29,231 +6%
SEIA
2
Signature Estate & Investment Advisors
California
$256M 6,487,974 -1,005,359 -13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$246M 6,254,691 +6,254,689 +312,734,450%
Morgan Stanley
4
Morgan Stanley
New York
$220M 5,578,185 -32,877 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$130M 3,294,658 +143,827 +5%
LPL Financial
6
LPL Financial
California
$114M 2,902,674 +353,616 +14%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$107M 2,726,718 +522,369 +24%
TA
8
Tectonic Advisors
Texas
$95.9M 2,435,836 +87,732 +4%
Bank of America
9
Bank of America
North Carolina
$95.4M 2,422,385 -80,105 -3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$79.3M 2,012,588 +200,276 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$66.4M 1,686,524 -191,440 -10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$59.2M 1,503,537 +59,354 +4%
Wells Fargo
13
Wells Fargo
California
$58.8M 1,492,348 +32,388 +2%
UBS Group
14
UBS Group
Switzerland
$57.1M 1,448,584 -137,784 -9%
CAI
15
Capital Advisors Inc
Oklahoma
$55.5M 1,408,361 -88,317 -6%
KIM
16
Kestra Investment Management
Texas
$50.8M 1,288,872 +19,795 +2%
RDIA
17
RE Dickinson Investment Advisors
Iowa
$43M 109,270 +9,530 +10%
MFA
18
Morling Financial Advisors
California
$38.1M 967,502 -5,803 -0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$34.4M 873,996 -15,886 -2%
SMM
20
Stadion Money Management
Georgia
$31.3M 794,756 +118,840 +18%
WWA
21
WCG Wealth Advisors
Nevada
$28.8M 732,171 +374,288 +105%
JCM
22
Janney Capital Management
Pennsylvania
$28.3M 717,924 -50,030 -7%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$27.4M 684,520 -8,903 -1%
HI
24
Horizon Investments
North Carolina
$26.4M 672,066 +4,638 +0.7%
HighTower Advisors
25
HighTower Advisors
Illinois
$26.1M 662,113 -5,603 -0.8%
1
2 3 4 5