Surevest, LLC Spdr Doubleline Short Duration Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$48.14 - $49.67 $405,290 - $418,171	-8,419 Closed	0 $0
Q1 2020 Apr 16, 2020	SELL	$47.48 - $50.05 $4.47 Million - $4.71 Million	-94,048 Reduced 91.78%	8,419 $406,000
Q4 2019 Jan 14, 2020	SELL	$49.38 - $49.7 $581,449 - $585,217	-11,775 Reduced 10.31%	102,467 $5.07 Million
Q3 2019 Oct 15, 2019	SELL	$49.47 - $49.67 $86,671 - $87,021	-1,752 Reduced 1.51%	114,242 $5.67 Million
Q2 2019 Jul 10, 2019	BUY	N/A	29,698 Added 34.41%	115,994 $5.76 Million
Q1 2019 Apr 09, 2019	BUY	N/A	15,055 Added 21.13%	86,296 $4.25 Million
Q4 2018 Feb 20, 2019	BUY	N/A	71,241 New	71,241 $3.47 Million

Others Institutions Holding STOT

# of Institutions

68

Shares Held

3.77M

Call Options Held

0

Put Options Held

0

About SPDR DOUBLELINE SHORT DURATION

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