Purchases and Sales Made in Q2 2023 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
81K+ 160.05% |
$3.75M - $3.77M
|
132K
$6.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34.7K+ 8.08% |
$1.61M - $1.62M
|
464K
$21.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
24.9K+ 385.52% |
$1.15M - $1.16M
|
31.4K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$898K - $903K
|
19.4K
$907K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
18.3KNew |
$846K - $851K
|
18.3K
$855K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.57KNew |
$397K - $399K
|
8.57K
$401K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.4K+ 6.36% |
$250K - $251K
|
90.2K
$4.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.93K+ 3.33% |
$182K - $183K
|
122K
$5.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.81K+ 9.65% |
$83.6K - $84.2K
|
20.5K
$960K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.58K+ 7.25% |
$73.3K - $73.7K
|
23.4K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.55K+ 5.26% |
$71.5K - $72K
|
30.9K
$1.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52K+ 11.25% |
$70.3K - $70.7K
|
15K
$702K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
616+ 1.89% |
$28.5K - $28.7K
|
33.2K
$1.55M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
579+ 10.59% |
$26.8K - $27K
|
6.05K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
458+ 3.17% |
$21.2K - $21.3K
|
14.9K
$696K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
331+ 3.83% |
$15.3K - $15.4K
|
8.97K
$419K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
219+ 1.46% |
$10.1K - $10.2K
|
15.3K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56+ 0.08% |
$2.59K - $2.61K
|
66.9K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
47+ 1.0% |
$2.18K - $2.19K
|
4.73K
$221K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.41% |
$926 - $932
|
4.92K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
19+ 0.66% |
$879 - $885
|
2.9K
$136K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
13+ 0.28% |
$602 - $606
|
4.67K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5+ 0.6% |
$231 - $233
|
845
$39.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 6.06% |
$92.6 - $93.2
|
35
$1.64K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 0.21% |
$370 - $373
|
3.74K
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.18% |
$463 - $466
|
5.57K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 19.87% |
$6.94K - $6.99K
|
605
$28.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-259- 9.75% |
$12K - $12.1K
|
2.4K
$112K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-281- 2.32% |
$13K - $13.1K
|
11.8K
$552K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-421- 6.27% |
$19.5K - $19.6K
|
6.29K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-486- 6.0% |
$22.5K - $22.6K
|
7.61K
$356K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-610- 10.39% |
$28.2K - $28.4K
|
5.26K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-625- 0.8% |
$28.9K - $29.1K
|
77.6K
$3.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-805- 3.89% |
$37.3K - $37.5K
|
19.9K
$931K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.71K- 3.72% |
$126K - $126K
|
70.3K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.77K- 6.47% |
$267K - $269K
|
83.5K
$3.91M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-11.4K- 19.57% |
$527K - $531K
|
46.8K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.4K- 42.93% |
$2.19M - $2.21M
|
63K
$2.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.3K- 33.83% |
$3.49M - $3.51M
|
147K
$6.89M
|