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 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,515
shares
|
$71,523
0.01% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
885
shares
|
$41,780
0.01% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
854
shares
|
$40,317
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
739
shares
|
$34,888
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
705
shares
|
$33,283
0.0% of portfolio
|
Q1 2024
Reduced 70.92%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
85
shares
|
$4,012
0.0% of portfolio
|
Q4 2024
Reduced 55.26%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
82
shares
|
$3,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
45
shares
|
$2,124
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
35
shares
|
$1,652
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
33
shares
|
$1,557
0.0% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
25
shares
|
$1,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
25
shares
|
$1,180
0.0% of portfolio
|
Q4 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 |
Feb 14, 2025 Q4 2024 |
2
shares
|
$94
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|