Monument Capital Management Spdr Doubleline Short Duration Transaction History

Monument Capital Management

$357 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 15, 2021	SELL	$49.71 - $49.96 $483,877 - $486,310	-9,734 Closed	0 $0
Q3 2020 Oct 23, 2020	BUY	$49.51 - $49.94 $1,881 - $1,897	38 Added 0.39%	9,734 $484,000
Q2 2020 Jul 16, 2020	BUY	$48.14 - $49.67 $2,166 - $2,235	45 Added 0.47%	9,696 $481,000
Q1 2020 Apr 14, 2020	BUY	$47.48 - $50.05 $1,709 - $1,801	36 Added 0.37%	9,651 $465,000
Q4 2019 Jan 14, 2020	BUY	$49.38 - $49.7 $3,752 - $3,777	76 Added 0.8%	9,615 $476,000
Q3 2019 Oct 21, 2019	BUY	$49.47 - $49.67 $3,166 - $3,178	64 Added 0.68%	9,539 $474,000
Q4 2018 Jan 15, 2019	SELL	N/A	-6,870 Reduced 42.03%	9,475 $461,000
Q3 2018 Nov 13, 2018	BUY	N/A	16,345 New	16,345 $797,000
Q3 2018 Oct 11, 2018	SELL	N/A	-16,345 Closed	0 $0
Q2 2018 Jul 17, 2018	BUY	N/A	16,345 New	16,345 $797,000

Others Institutions Holding STOT

# of Institutions

65

Shares Held

2.82M

Call Options Held

0

Put Options Held

0

Spinnaker Investment Group, LLC

534K
Shares

$25.1 Million
6.18% of portfolio
Lpl Financial LLC Fort Mill, SC

381K
Shares

$17.9 Million
0.01% of portfolio
Virtu Financial LLC New York, NY

176K
Shares

$8.25 Million
0.46% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

140K
Shares

$6.59 Million
4.43% of portfolio
Proficio Capital Partners LLC Newton, MA

134K
Shares

$6.26 Million
0.53% of portfolio

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