Purchases and Sales Made in Q3 2023 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.8KNew |
$2.02M - $2.04M
|
43.8K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.9KNew |
$1.24M - $1.25M
|
26.9K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18.2KNew |
$840K - $847K
|
18.2K
$850K
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
14.3K+ 3.08% |
$660K - $665K
|
478K
$22.4M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.2K+ 20.96% |
$610K - $615K
|
76.1K
$3.56M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7KNew |
$497K - $501K
|
10.7K
$503K
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.68KNew |
$401K - $404K
|
8.68K
$406K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.04KNew |
$279K - $281K
|
6.04K
$282K
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5KNew |
$231K - $233K
|
5K
$234K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.05K+ 12.17% |
$187K - $189K
|
37.3K
$1.74M
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.98K+ 8.5% |
$184K - $185K
|
50.8K
$2.38M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.98K+ 32.77% |
$91.5K - $92.3K
|
8.03K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.51K+ 7.76% |
$69.5K - $70.1K
|
20.9K
$978K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
771New |
$35.6K - $35.9K
|
771
$36.1K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
344+ 2.25% |
$15.9K - $16K
|
15.6K
$730K
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
264+ 0.22% |
$12.2K - $12.3K
|
122K
$5.71M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50+ 1.06% |
$2.31K - $2.33K
|
4.78K
$224K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
21+ 0.43% |
$970 - $978
|
4.94K
$231K
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
20+ 0.69% |
$924 - $932
|
2.92K
$137K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$46.2 - $46.6
|
1
$46.8
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 20.0% |
$323 - $326
|
28
$1.31K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75- 0.99% |
$3.47K - $3.49K
|
7.53K
$352K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-79- 2.11% |
$3.65K - $3.68K
|
3.66K
$171K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-118- 4.92% |
$5.45K - $5.5K
|
2.28K
$107K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-120- 1.91% |
$5.54K - $5.59K
|
6.17K
$289K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-442- 52.31% |
$20.4K - $20.6K
|
403
$18.9K
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-458- 3.08% |
$21.2K - $21.3K
|
14.4K
$675K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-646- 3.25% |
$29.8K - $30.1K
|
19.2K
$900K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-690- 74.19% |
$31.9K - $32.1K
|
240
$11.2K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-833- 2.69% |
$38.5K - $38.8K
|
30.1K
$1.41M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-994- 4.25% |
$45.9K - $46.3K
|
22.4K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.04K- 0.7% |
$47.8K - $48.2K
|
146K
$6.84M
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.21K- 0.92% |
$55.9K - $56.4K
|
130K
$6.1M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.35K- 15.0% |
$62.1K - $62.7K
|
7.62K
$357K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.63K- 2.44% |
$75.4K - $76.1K
|
65.3K
$3.05M
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-2.4K- 7.63% |
$111K - $112K
|
29K
$1.36M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.24K- 7.45% |
$242K - $244K
|
65.1K
$3.05M
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-6.67K- 36.48% |
$308K - $311K
|
11.6K
$543K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.55K- 9.04% |
$349K - $352K
|
75.9K
$3.55M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.4K- 69.09% |
$479K - $483K
|
4.64K
$217K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-56.9K- 63.06% |
$2.63M - $2.65M
|
33.3K
$1.56M
|