Purchases and Sales Made in Q4 2023 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
530KNew |
$24.5M - $24.8M
|
530K
$24.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
70.3KNew |
$3.25M - $3.29M
|
70.3K
$3.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
41.9K+ 837.84% |
$1.94M - $1.96M
|
46.9K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.8K+ 26.49% |
$1.79M - $1.82M
|
185K
$8.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.4KNew |
$1.36M - $1.38M
|
29.4K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26.4KNew |
$1.22M - $1.23M
|
26.4K
$1.24M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
23.3KNew |
$1.08M - $1.09M
|
23.3K
$1.09M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.3KNew |
$1.08M - $1.09M
|
23.3K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
22.8KNew |
$1.06M - $1.07M
|
22.8K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.7KNew |
$862K - $874K
|
18.7K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.3KNew |
$708K - $717K
|
15.3K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15KNew |
$691K - $700K
|
15K
$702K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
13.3KNew |
$616K - $624K
|
13.3K
$626K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
11.3K+ 2.36% |
$521K - $528K
|
490K
$23M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.35K+ 61.64% |
$247K - $251K
|
14K
$659K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.99K+ 15.13% |
$184K - $187K
|
30.3K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.99K+ 494.29% |
$92.1K - $93.3K
|
2.4K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 6.33% |
$65.5K - $66.4K
|
23.8K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.37K+ 3.68% |
$63.4K - $64.3K
|
38.7K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.36K+ 29.29% |
$62.8K - $63.7K
|
6K
$282K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.25K+ 6.88% |
$57.8K - $58.6K
|
19.4K
$913K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1K+ 8.0% |
$46.2K - $46.8K
|
13.5K
$634K
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
738+ 0.57% |
$34.1K - $34.6K
|
131K
$6.16M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
448+ 0.69% |
$20.7K - $21K
|
65.3K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
203+ 1.89% |
$9.38K - $9.51K
|
11K
$514K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
85+ 14.05% |
$3.93K - $3.98K
|
690
$32.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
74+ 1.55% |
$3.42K - $3.47K
|
4.86K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
53+ 0.08% |
$2.45K - $2.48K
|
65.3K
$3.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
31+ 0.63% |
$1.43K - $1.45K
|
4.97K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27New |
$1.25K - $1.26K
|
27
$1.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24New |
$1.11K - $1.12K
|
24
$1.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 3.57% |
$46.2 - $46.8
|
29
$1.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 5.58% |
$1.99K - $2.01K
|
728
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-44- 1.2% |
$2.03K - $2.06K
|
3.61K
$170K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-61- 0.8% |
$2.82K - $2.86K
|
7.56K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-248- 1.72% |
$11.5K - $11.6K
|
14.2K
$666K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-330- 5.35% |
$15.2K - $15.5K
|
5.84K
$274K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-512- 17.55% |
$23.7K - $24K
|
2.41K
$113K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-664- 29.14% |
$30.7K - $31.1K
|
1.62K
$75.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-744- 4.77% |
$34.4K - $34.8K
|
14.9K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-804- 3.92% |
$37.2K - $37.7K
|
19.7K
$927K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1K- 5.22% |
$46.4K - $47K
|
18.2K
$857K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.32K- 1.74% |
$61.1K - $62K
|
74.6K
$3.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.36K- 4.69% |
$62.9K - $63.8K
|
27.7K
$1.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2K- 17.26% |
$92.6K - $93.9K
|
9.61K
$451K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.13K- 26.58% |
$98.6K - $99.9K
|
5.89K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 29.32% |
$102K - $103K
|
5.32K
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2.78K- 2.28% |
$129K - $130K
|
119K
$5.6M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.87K- 8.6% |
$132K - $134K
|
30.5K
$1.43M
|