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 61 institutions that hold shares in the stock, with a total of 2.26 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Jul 24, 2024 Q2 2024 |
516,561
shares
|
$24.5 Million
6.75% of portfolio
|
Q2 2024
Added 5.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
312,459
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2024
Added 23.83%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Sep 26, 2024 Q2 2024 |
133,262
shares
|
$6.33 Million
4.76% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 18, 2024 Q2 2024 |
127,452
shares
|
$6.05 Million
4.63% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
83,027
shares
|
$3.94 Million
0.85% of portfolio
|
Q2 2024
Added 14.57%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
73,437
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2024
Added 5.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
68,680
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2024
Added 414.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
66,427
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 90.2%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
66,055
shares
|
$3.14 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
64,871
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2024
Added 3.7%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
59,106
shares
|
$2.81 Million
0.19% of portfolio
|
Q2 2024
Added 1239.36%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
53,580
shares
|
$2.54 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
45,700
shares
|
$2.17 Million
0.17% of portfolio
|
Q2 2024
Added 26.14%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
44,853
shares
|
$2.13 Million
1.34% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
33,947
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Jul 25, 2024 Q2 2024 |
33,655
shares
|
$1.6 Million
0.17% of portfolio
|
Q2 2024
Reduced 8.74%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
32,676
shares
|
$1.55 Million
0.39% of portfolio
|
Q2 2024
Reduced 23.7%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
30,859
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Added 60.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,446
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,842
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 55.01%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
25,412
shares
|
$1.21 Million
0.13% of portfolio
|
Q2 2024
Added 91.59%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
23,007
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Aug 09, 2024 Q2 2024 |
22,758
shares
|
$1.08 Million
0.83% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
22,132
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
21,829
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Added 8.32%
|