Purchases and Sales Made in Q1 2023 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q1 2023. 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 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
110KNew |
$5.08M - $5.15M
|
110K
$5.16M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
58.2KNew |
$2.68M - $2.72M
|
58.2K
$2.72M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
45.2K+ 113.99% |
$2.08M - $2.11M
|
84.8K
$3.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
38.8K+ 9.95% |
$1.79M - $1.81M
|
429K
$20.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21.8KNew |
$1.01M - $1.02M
|
21.8K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.5KNew |
$622K - $630K
|
13.5K
$631K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
6.47KNew |
$298K - $302K
|
6.47K
$303K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.87KNew |
$271K - $274K
|
5.87K
$275K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.47KNew |
$252K - $255K
|
5.47K
$256K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.66KNew |
$215K - $218K
|
4.66K
$218K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.39K+ 1.54% |
$156K - $158K
|
223K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.86K+ 74.09% |
$132K - $133K
|
6.71K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.33KNew |
$107K - $109K
|
2.33K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.04K+ 31.42% |
$94.1K - $95.3K
|
8.54K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.29KNew |
$59.5K - $60.2K
|
1.29K
$60.3K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
776+ 5.68% |
$35.8K - $36.2K
|
14.4K
$675K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
636+ 4.41% |
$29.3K - $29.7K
|
15K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
346+ 7.24% |
$15.9K - $16.2K
|
5.12K
$240K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
135+ 2.48% |
$6.22K - $6.3K
|
5.58K
$261K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
12+ 0.25% |
$553 - $560
|
4.9K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 13.16% |
$230 - $234
|
33
$1.54K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 0.01% |
$461 - $467
|
73.1K
$3.42M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-31- 0.36% |
$1.43K - $1.45K
|
8.64K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-222- 1.17% |
$10.2K - $10.4K
|
18.7K
$876K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-285- 2.3% |
$13.1K - $13.3K
|
12.1K
$565K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-515- 16.24% |
$23.7K - $24.1K
|
2.66K
$124K
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-614- 0.52% |
$28.3K - $28.7K
|
118K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-718- 13.29% |
$33.1K - $33.5K
|
4.68K
$219K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.01K- 4.65% |
$46.5K - $47.1K
|
20.7K
$968K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.05K- 58.17% |
$48.4K - $49K
|
755
$35.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.27K- 4.15% |
$58.6K - $59.4K
|
29.4K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.58K- 1.98% |
$73K - $73.9K
|
78.2K
$3.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.84K- 11.84% |
$84.6K - $85.7K
|
13.7K
$639K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-2.34K- 4.43% |
$108K - $109K
|
50.6K
$2.37M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.36K- 38.7% |
$109K - $110K
|
3.74K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.86K- 3.1% |
$132K - $134K
|
89.3K
$4.18M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.25K- 13.86% |
$242K - $245K
|
32.6K
$1.53M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-5.56K- 65.87% |
$256K - $259K
|
2.88K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.97K- 8.2% |
$275K - $279K
|
66.8K
$3.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.16K- 58.18% |
$284K - $288K
|
4.43K
$207K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.3K- 76.46% |
$1.21M - $1.23M
|
8.09K
$379K
|