Capital Analysts, LLC Spdr Doubleline Short Duration Transaction History

Capital Analysts, LLC

$2.26 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$49.58 - $49.76 $16,609 - $16,669	-335 Reduced 53.43%	292 $15,000
Q1 2021 May 17, 2021	SELL	$49.56 - $50.07 $33,899 - $34,247	-684 Reduced 52.17%	627 $31,000
Q4 2020 Feb 16, 2021	BUY	$49.71 - $49.96 $149 - $149	3 Added 0.23%	1,311 $65,000
Q3 2020 Nov 12, 2020	BUY	$49.51 - $49.94 $3,069 - $3,096	62 Added 4.98%	1,308 $65,000
Q2 2020 Aug 07, 2020	SELL	$48.14 - $49.67 $8,135 - $8,394	-169 Reduced 11.94%	1,246 $62,000
Q1 2020 May 08, 2020	BUY	$47.48 - $50.05 $13,959 - $14,714	294 Added 26.23%	1,415 $68,000
Q4 2019 Feb 12, 2020	BUY	$49.38 - $49.7 $55,354 - $55,713	1,121 New	1,121 $55,000

Others Institutions Holding STOT

# of Institutions

61

Shares Held

2.26M

Call Options Held

0

Put Options Held

0

Spinnaker Investment Group, LLC

517K
Shares

$24.4 Million
6.75% of portfolio
Lpl Financial LLC Fort Mill, SC

312K
Shares

$14.7 Million
0.01% of portfolio
Paragon Capital Management Inc Provo, UT

133K
Shares

$6.29 Million
4.76% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

127K
Shares

$6.01 Million
4.63% of portfolio
Lineweaver Wealth Advisors, LLC

83K
Shares

$3.92 Million
0.85% of portfolio

About SPDR DOUBLELINE SHORT DURATION

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