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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

343 hedge funds and large institutions have $3B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 112 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
30
Increased
165
Reduced
112
Closed
34
Calls
$492K
Puts
–
Net Calls
+$492K
Net Calls Change
+$311K

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$99.7M
2
CVM
2
Cheviot Value Management
California
$38.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$118M
4
SEIA
4
Signature Estate & Investment Advisors
California
$274M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$144M

Top Sellers

1
QWM
1
Quadcap Wealth Management
Texas
$0
2
Bank of America
2
Bank of America
North Carolina
$84.9M
3
SIG
3
Spinnaker Investment Group
California
$2.7M
4
WCM
4
Weaver Capital Management
Georgia
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
SEIA
1
Signature Estate & Investment Advisors
California
$274M 6,792,837 +304,863 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$252M 6,255,275 +584 +0%
Morgan Stanley
3
Morgan Stanley
New York
$231M 5,740,234 +162,049 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$144M 3,576,902 +282,244 +9%
LPL Financial
5
LPL Financial
California
$123M 3,055,596 +152,922 +5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$118M 2,938,217 +925,629 +46%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$102M 2,532,676 -194,042 -7%
KIM
8
Kestra Investment Management
Texas
$99.7M 2,475,711 +1,186,839 +92%
TA
9
Tectonic Advisors
Texas
$99.2M 2,462,316 +26,480 +1%
Bank of America
10
Bank of America
North Carolina
$84.9M 2,107,576 -314,809 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$73.7M 1,829,382 +142,858 +8%
UBS Group
12
UBS Group
Switzerland
$67M 1,663,084 +214,500 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$62M 1,539,922 +36,385 +2%
Wells Fargo
14
Wells Fargo
California
$59.8M 1,484,380 -7,968 -0.5%
CAI
15
Capital Advisors Inc
Oklahoma
$56.2M 1,396,074 -12,287 -0.9%
CVM
16
Cheviot Value Management
California
$38.5M 967,923 +967,923 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$38.5M 954,397 +80,401 +9%
MFA
18
Morling Financial Advisors
California
$36.7M 911,008 -56,494 -6%
WWA
19
WCG Wealth Advisors
Nevada
$30.6M 759,359 +27,188 +4%
SMM
20
Stadion Money Management
Georgia
$30.2M 748,381 -46,375 -6%
JCM
21
Janney Capital Management
Pennsylvania
$29.6M 733,582 +15,658 +2%
HI
22
Horizon Investments
North Carolina
$29.3M 733,837 +61,771 +9%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$26.9M 671,650 -12,870 -2%
HighTower Advisors
24
HighTower Advisors
Illinois
$26.6M 660,249 -1,864 -0.3%
Raymond James Financial
25
Raymond James Financial
Florida
$23.4M 580,663 -50,480 -8%
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