Purchases and Sales Made in Q3 2024 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
993KNew |
$46.3M - $47.2M
|
993K
$46.4M
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
117K+ 197.51% |
$5.44M - $5.55M
|
176K
$8.22M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
78.4K+ 453.96% |
$3.66M - $3.73M
|
95.7K
$4.47M
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
72.9KNew |
$3.4M - $3.46M
|
72.9K
$3.41M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.2K+ 21.84% |
$3.18M - $3.24M
|
381K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 90.14% |
$2.73M - $2.78M
|
123K
$5.77M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
53.2K+ 158.13% |
$2.48M - $2.53M
|
86.9K
$4.06M
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
40.9KNew |
$1.91M - $1.94M
|
40.9K
$1.91M
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
32.8K+ 6.34% |
$1.53M - $1.56M
|
549K
$25.7M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.5KNew |
$1.28M - $1.3M
|
27.5K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2KNew |
$988K - $1.01M
|
21.2K
$991K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20K+ 59.04% |
$935K - $952K
|
54K
$2.52M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19K+ 105.58% |
$884K - $901K
|
36.9K
$1.73M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.3K+ 200.37% |
$808K - $824K
|
26K
$1.21M
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 13.43% |
$520K - $530K
|
94.2K
$4.4M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.9KNew |
$510K - $520K
|
10.9K
$512K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.43K+ 135.34% |
$440K - $448K
|
16.4K
$767K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.1K+ 24.8% |
$378K - $385K
|
40.8K
$1.91M
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.5K+ 37.14% |
$303K - $309K
|
24K
$1.12M
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.45KNew |
$254K - $259K
|
5.45K
$255K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.21KNew |
$196K - $200K
|
4.21K
$197K
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
3.47K+ 2.6% |
$162K - $165K
|
137K
$6.39M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.46K+ 45.79% |
$161K - $164K
|
11K
$515K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.41K+ 7.45% |
$159K - $162K
|
49.1K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 16.53% |
$133K - $135K
|
20.1K
$940K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.66K+ 8.63% |
$124K - $127K
|
33.5K
$1.57M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.27K+ 5.82% |
$59.3K - $60.4K
|
23.1K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
739New |
$34.5K - $35.1K
|
739
$34.6K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
723+ 3.14% |
$33.7K - $34.4K
|
23.7K
$1.11M
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
466+ 6.21% |
$21.7K - $22.1K
|
7.97K
$372K
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
396+ 2.14% |
$18.5K - $18.8K
|
18.9K
$885K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
338+ 4.95% |
$15.8K - $16.1K
|
7.17K
$335K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
280+ 116.67% |
$13.1K - $13.3K
|
520
$24.3K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$46.6 - $47.5
|
1
$46.8
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 10.0% |
$140 - $143
|
27
$1.26K
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-33- 0.15% |
$1.54K - $1.57K
|
22.7K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 0.23% |
$1.63K - $1.66K
|
15K
$701K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-158- 21.7% |
$7.37K - $7.51K
|
570
$26.7K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-273- 5.62% |
$12.7K - $13K
|
4.58K
$214K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-365- 10.47% |
$17K - $17.3K
|
3.12K
$146K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-406- 17.95% |
$18.9K - $19.3K
|
1.86K
$86.8K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-409- 7.8% |
$19.1K - $19.4K
|
4.83K
$226K
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-431- 0.34% |
$20.1K - $20.5K
|
127K
$5.94M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-485- 1.91% |
$22.6K - $23K
|
24.9K
$1.17M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.03K- 18.67% |
$48.2K - $49.1K
|
4.5K
$210K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 8.46% |
$87.3K - $89K
|
20.3K
$947K
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.95K- 4.36% |
$91.1K - $92.9K
|
42.9K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.16K- 4.3% |
$147K - $150K
|
70.3K
$3.29M
|