Institutional Ownership Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
992,564
shares
|
$46.7 Million
5.7% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
549,327
shares
|
$25.8 Million
6.51% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
380,686
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2024
Added 21.84%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
175,846
shares
|
$8.26 Million
0.46% of portfolio
|
Q3 2024
Added 197.51%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
136,731
shares
|
$6.43 Million
4.79% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
127,021
shares
|
$5.97 Million
4.17% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
123,345
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2024
Added 90.14%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
95,685
shares
|
$4.5 Million
0.1% of portfolio
|
Q3 2024
Added 453.96%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
94,176
shares
|
$4.43 Million
0.9% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
86,872
shares
|
$4.08 Million
0.43% of portfolio
|
Q3 2024
Added 158.13%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
72,883
shares
|
$3.43 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
70,279
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
53,990
shares
|
$2.54 Million
0.1% of portfolio
|
Q3 2024
Added 59.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
53,583
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
49,105
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
42,899
shares
|
$2.02 Million
1.19% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
41,249
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
40,901
shares
|
$1.92 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
40,780
shares
|
$1.92 Million
0.45% of portfolio
|
Q3 2024
Added 24.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
36,898
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 105.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
33,523
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,814
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.13%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,446
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
25,979
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 200.37%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
24,927
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.91%
|