Purchases and Sales Made in Q4 2021 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
209KNew |
$10.2M - $10.4M
|
209K
$9.82M
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
112KNew |
$5.5M - $5.56M
|
112K
$5.27M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.7K+ 116.13% |
$3.17M - $3.21M
|
120K
$5.66M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
52.6KNew |
$2.58M - $2.61M
|
52.6K
$2.47M
|
|
Sep 25, 2024
Q4 2021
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
45.5KNew |
$2.23M - $2.25M
|
45.5K
$2.14M
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
25.7KNew |
$1.26M - $1.27M
|
25.7K
$1.21M
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.9KNew |
$631K - $638K
|
12.9K
$605K
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
12.5KNew |
$612K - $620K
|
12.5K
$587K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 4.88% |
$569K - $576K
|
250K
$11.7M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.89KNew |
$484K - $490K
|
9.89K
$465K
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
9.17KNew |
$449K - $454K
|
9.17K
$431K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.46KNew |
$414K - $419K
|
8.46K
$397K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.26KNew |
$405K - $409K
|
8.26K
$388K
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.47K+ 9.03% |
$366K - $370K
|
90.2K
$4.24M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.34K+ 63.32% |
$310K - $314K
|
16.3K
$768K
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.03KNew |
$246K - $249K
|
5.03K
$236K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.75KNew |
$233K - $236K
|
4.75K
$223K
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.25K+ 6.33% |
$159K - $161K
|
54.7K
$2.57M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.14K+ 1.13% |
$55.9K - $56.6K
|
102K
$4.81M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.01K+ 6.6% |
$49.6K - $50.2K
|
16.3K
$768K
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
387+ 6.26% |
$19K - $19.2K
|
6.57K
$309K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
290+ 12.64% |
$14.2K - $14.4K
|
2.58K
$121K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
71New |
$3.48K - $3.52K
|
71
$3.34K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
52+ 0.38% |
$2.55K - $2.58K
|
13.6K
$639K
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
48New |
$2.35K - $2.38K
|
48
$2.26K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32New |
$1.57K - $1.59K
|
32
$1.5K
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$49 - $49.6
|
5.46K
$257K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 25.0% |
$245 - $248
|
15
$705
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-132- 67.35% |
$6.47K - $6.54K
|
64
$3.01K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-282- 86.24% |
$13.8K - $14K
|
45
$2.11K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-428- 0.67% |
$21K - $21.2K
|
63.2K
$2.97M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.02K- 61.13% |
$49.9K - $50.5K
|
648
$30.4K
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.14K- 10.77% |
$55.7K - $56.4K
|
9.43K
$443K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 15.59% |
$58.8K - $59.5K
|
6.5K
$305K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.13K- 1.75% |
$153K - $155K
|
175K
$8.23M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.45KClosed |
$218K - $221K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.77KClosed |
$283K - $286K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-9.08K- 64.7% |
$445K - $450K
|
4.95K
$233K
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-14.7K- 22.21% |
$718K - $726K
|
51.3K
$2.41M
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
SELL
|
- |
-26.5K- 85.25% |
$1.3M - $1.31M
|
4.59K
$215K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-48.3K- 36.96% |
$2.37M - $2.4M
|
82.4K
$3.87M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-64.9KClosed |
$3.18M - $3.22M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-71.2K- 27.98% |
$3.49M - $3.53M
|
183K
$8.62M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-441K- 89.96% |
$21.6M - $21.9M
|
49.2K
$2.31M
|