Purchases and Sales Made in Q1 2024 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q1 2024. 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, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
148K+ 27.92% |
$6.92M - $6.96M
|
678K
$31.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
114K+ 813.7% |
$5.34M - $5.37M
|
128K
$6.03M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.3K+ 36.33% |
$3.15M - $3.16M
|
252K
$11.9M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.7KNew |
$2.79M - $2.81M
|
59.7K
$2.8M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
36.2KNew |
$1.69M - $1.7M
|
36.2K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34KNew |
$1.59M - $1.6M
|
34K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.9K+ 146.69% |
$1.03M - $1.03M
|
36.9K
$1.73M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20.3KNew |
$948K - $954K
|
20.3K
$953K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
6.72KNew |
$314K - $316K
|
6.72K
$316K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5.62K+ 4.71% |
$263K - $265K
|
125K
$5.87M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.58KNew |
$261K - $262K
|
5.58K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.33K+ 222.71% |
$249K - $251K
|
7.73K
$363K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
5.14KNew |
$240K - $242K
|
5.14K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.84K+ 31.59% |
$226K - $228K
|
20.2K
$947K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.37K+ 29.38% |
$204K - $206K
|
19.2K
$904K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4K+ 29.63% |
$187K - $188K
|
17.5K
$823K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.87K+ 4.42% |
$134K - $135K
|
67.7K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.42K+ 3.7% |
$113K - $114K
|
67.7K
$3.18M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.42K+ 3.7% |
$113K - $114K
|
67.7K
$3.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 3.06% |
$101K - $101K
|
72.5K
$3.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.59K+ 0.32% |
$74.4K - $74.8K
|
491K
$23.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
942+ 4.85% |
$44.1K - $44.3K
|
20.4K
$957K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
533New |
$24.9K - $25.1K
|
533
$25.1K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
393+ 1.99% |
$18.4K - $18.5K
|
20.1K
$946K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
122+ 2.09% |
$5.71K - $5.74K
|
5.96K
$280K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
99+ 0.08% |
$4.63K - $4.66K
|
131K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43New |
$2.01K - $2.02K
|
43
$2.02K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35+ 0.72% |
$1.64K - $1.65K
|
4.89K
$230K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.42% |
$468 - $471
|
2.42K
$114K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 16.67% |
$187 - $188
|
28
$1.32K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 6.9% |
$93.5 - $94.1
|
31
$1.46K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 50.0% |
$46.8 - $47.1
|
3
$141
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$46.8 - $47.1
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 0.22% |
$374 - $376
|
3.61K
$169K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.94% |
$2.34K - $2.35K
|
5.27K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-66- 0.5% |
$3.09K - $3.11K
|
13.3K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-237- 0.52% |
$11.1K - $11.2K
|
45.6K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-412- 1.77% |
$19.3K - $19.4K
|
22.9K
$1.08M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 70.92% |
$23.4K - $23.5K
|
205
$9.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-737- 2.43% |
$34.5K - $34.7K
|
29.6K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.01K- 3.93% |
$47.4K - $47.7K
|
24.8K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.76K- 12.41% |
$82.3K - $82.8K
|
12.4K
$584K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.09K- 11.44% |
$97.7K - $98.2K
|
16.2K
$759K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.42K- 4.08% |
$113K - $114K
|
56.8K
$2.67M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.7K- 35.77% |
$126K - $127K
|
4.86K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2.77K- 28.79% |
$129K - $130K
|
6.84K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.07K- 8.67% |
$190K - $191K
|
42.8K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.76K- 6.37% |
$222K - $224K
|
69.9K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.1K- 53.12% |
$708K - $712K
|
13.4K
$628K
|