Purchases and Sales Made in Q4 2022 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
77.2K+ 24.67% |
$3.51M - $3.57M
|
390K
$18.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48K+ 28.06% |
$2.19M - $2.22M
|
219K
$10.3M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
39.5K+ 39531.0% |
$1.8M - $1.83M
|
39.6K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29K+ 65.83% |
$1.32M - $1.34M
|
73.1K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.9K+ 23.56% |
$632K - $642K
|
72.8K
$3.44M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
13.7KNew |
$621K - $632K
|
13.7K
$644K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
10.6KNew |
$482K - $490K
|
10.6K
$500K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.91K+ 23.89% |
$269K - $274K
|
30.7K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.1K+ 6.68% |
$187K - $190K
|
65.5K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3.61KNew |
$164K - $167K
|
3.61K
$170K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.43K+ 103.67% |
$111K - $112K
|
4.78K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.19K+ 9.03% |
$54.3K - $55.2K
|
14.4K
$680K
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
915+ 1.76% |
$41.6K - $42.3K
|
52.9K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
821New |
$37.3K - $38K
|
821
$38.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
734+ 23.52% |
$33.4K - $34K
|
3.86K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
483+ 8.03% |
$22K - $22.3K
|
6.5K
$307K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
320+ 1.5% |
$14.6K - $14.8K
|
21.7K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48New |
$2.18K - $2.22K
|
48
$2.27K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37+ 0.61% |
$1.68K - $1.71K
|
6.11K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 5.56% |
$91 - $92.5
|
38
$1.79K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$45.5 - $46.3
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4- 0.07% |
$182 - $185
|
5.4K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4- 0.09% |
$182 - $185
|
4.64K
$219K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-76- 0.06% |
$3.46K - $3.52K
|
118K
$5.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-253- 4.44% |
$11.5K - $11.7K
|
5.44K
$257K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 2.89% |
$46.6K - $47.4K
|
34.4K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.95K- 2.07% |
$88.6K - $90.1K
|
92.1K
$4.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.54K- 14.09% |
$116K - $118K
|
15.5K
$731K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.6K- 3.16% |
$118K - $120K
|
79.8K
$3.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2.84K- 47.23% |
$129K - $131K
|
3.17K
$150K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.57K- 10.76% |
$208K - $211K
|
37.9K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.65K- 48.76% |
$211K - $215K
|
4.89K
$231K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.63K- 75.74% |
$256K - $261K
|
1.81K
$85.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.65K- 43.42% |
$303K - $308K
|
8.67K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.12K- 90.62% |
$369K - $376K
|
840
$39.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-14.8KClosed |
$671K - $683K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31K- 62.05% |
$1.41M - $1.43M
|
18.9K
$894K
|