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 66 institutions that hold shares in the stock, with a total of 2.75 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
534,488
shares
|
$25.1 Million
6.18% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
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%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
140,497
shares
|
$6.6 Million
4.43% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
123,345
shares
|
$5.79 Million
0.0% of portfolio
|
Q3 2024
Added 90.14%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
112,079
shares
|
$5.27 Million
0.11% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
94,176
shares
|
$4.42 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 |
Jan 29, 2025 Q4 2024 |
75,173
shares
|
$3.53 Million
0.45% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
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 |
Jan 29, 2025 Q4 2024 |
63,619
shares
|
$2.99 Million
0.12% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
57,228
shares
|
$2.69 Million
2.1% of portfolio
|
Q4 2024
Reduced 58.15%
|
|
|
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%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
51,028
shares
|
$2.4 Million
0.55% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
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%
|
|
|
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
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,728
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
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
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
26,453
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2024
Added 39.8%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
26,363
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 11.1%
|