Purchases and Sales Made in Q1 2022 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR DOUBLELINE SHORT DURATION.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
26.3K+ 12.59% |
$1.25M - $1.29M
|
235K
$11.1M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
11KNew |
$523K - $539K
|
11K
$517K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.82K+ 10.89% |
$467K - $481K
|
100K
$4.7M
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7.03K+ 6.26% |
$334K - $344K
|
119K
$5.6M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.04KNew |
$287K - $296K
|
6.04K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
4.78K+ 4.67% |
$227K - $234K
|
107K
$5.03M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.76K+ 100.13% |
$226K - $233K
|
9.51K
$447K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.91KNew |
$186K - $192K
|
3.91K
$184K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.72K+ 13.4% |
$81.9K - $84.5K
|
14.6K
$686K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.58K+ 16.73% |
$75K - $77.3K
|
11K
$517K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.43K+ 2.12% |
$67.8K - $70K
|
68.7K
$3.23M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
649+ 13.1% |
$30.8K - $31.8K
|
5.6K
$263K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
537+ 20.78% |
$25.5K - $26.3K
|
3.12K
$147K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
254+ 2.12% |
$12.1K - $12.5K
|
12.2K
$575K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
80+ 0.59% |
$3.8K - $3.92K
|
13.7K
$643K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
60New |
$2.85K - $2.94K
|
60
$2.82K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54+ 0.09% |
$2.57K - $2.65K
|
63.3K
$2.97M
|
|
|
Sep 25, 2024
Q1 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
30+ 0.07% |
$1.43K - $1.47K
|
45.5K
$2.14M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 58.33% |
$1.33K - $1.37K
|
76
$3.57K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$618 - $637
|
13
$611
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 5.63% |
$190 - $196
|
75
$3.53K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 25.0% |
$238 - $245
|
15
$705
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-32Closed |
$1.52K - $1.57K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-64Closed |
$3.04K - $3.14K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-189- 0.35% |
$8.98K - $9.27K
|
54.5K
$2.56M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-291- 4.43% |
$13.8K - $14.3K
|
6.28K
$295K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-375- 2.29% |
$17.8K - $18.4K
|
16K
$751K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1KClosed |
$47.5K - $49K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.01K- 15.47% |
$47.8K - $49.3K
|
5.49K
$258K
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.25K- 4.9% |
$59.2K - $61.1K
|
24.2K
$1.14M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.39K- 5.42% |
$66.1K - $68.2K
|
24.3K
$1.14M
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-4.59KClosed |
$218K - $225K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5.03KClosed |
$239K - $246K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.03KClosed |
$239K - $247K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.12K- 42.38% |
$291K - $300K
|
8.33K
$391K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.17KClosed |
$436K - $449K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.89KClosed |
$470K - $485K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-10.4K- 12.61% |
$494K - $509K
|
72K
$3.38M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-11K- 67.48% |
$524K - $541K
|
5.32K
$250K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.2K- 42.98% |
$1.01M - $1.04M
|
28.1K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.1K- 20.88% |
$1.2M - $1.23M
|
95.3K
$4.48M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-34K- 64.61% |
$1.62M - $1.67M
|
18.6K
$875K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-40.8K- 79.53% |
$1.94M - $2M
|
10.5K
$494K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-94.9K- 51.72% |
$4.51M - $4.65M
|
88.5K
$4.16M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-102K- 72.33% |
$4.84M - $5M
|
39K
$1.83M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 60.76% |
$5.06M - $5.22M
|
68.7K
$3.23M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-164K- 65.76% |
$7.81M - $8.05M
|
85.6K
$4.02M
|