Purchases and Sales Made in Q4 2024 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.4K+ 17.13% |
$766K - $776K
|
112K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
13.5K+ 10.61% |
$630K - $638K
|
140K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10.1K+ 24.76% |
$473K - $479K
|
51K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.63K+ 17.83% |
$450K - $456K
|
63.6K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.53K+ 39.8% |
$352K - $356K
|
26.5K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.06KNew |
$237K - $240K
|
5.06K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.63K+ 11.1% |
$123K - $125K
|
26.4K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.29K+ 3.14% |
$107K - $108K
|
75.2K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
854New |
$39.9K - $40.4K
|
854
$40.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
540+ 9.9% |
$25.2K - $25.6K
|
5.99K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105- 55.26% |
$4.91K - $4.97K
|
85
$3.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-207- 0.91% |
$9.68K - $9.8K
|
22.5K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-793- 4.84% |
$37.1K - $37.5K
|
15.6K
$733K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-14.8K- 2.7% |
$694K - $702K
|
534K
$25.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-79.5K- 58.15% |
$3.72M - $3.76M
|
57.2K
$2.69M
|