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 69 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,993
shares
|
$141,389
0.0% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,879
shares
|
$136,003
0.01% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
1,884
shares
|
$89,000
0.03% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,515
shares
|
$71,568
0.01% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,142
shares
|
$53,948
0.01% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
885
shares
|
$41,807
0.01% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
854
shares
|
$40,342
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
604
shares
|
$28,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
419
shares
|
$19,793
0.0% of portfolio
|
Q2 2025
Added 1721.74%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
400
shares
|
$18,896
0.0% of portfolio
|
Q2 2025
Added 370.59%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
192
shares
|
$9,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
192
shares
|
$9,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
99
shares
|
$4,676
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
82
shares
|
$3,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
45
shares
|
$2,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20
shares
|
$944
0.0% of portfolio
|
Q1 2020
Reduced 25.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2
shares
|
$94
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$47
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|