Latest Institutional Transactions on Spdr Doubleline Short Duration (STOT)
This table provides information on the latest institutional transactions involving Spdr Doubleline Short Duration (STOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.49K- 22.32% |
$116K - $118K
|
8.68K
$408K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26.1K- 50.37% |
$1.22M - $1.24M
|
25.8K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-71- 0.29% |
$3.32K - $3.35K
|
24.5K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.6K+ 53.97% |
$2.6M - $2.63M
|
159K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.2K- 33.75% |
$2.44M - $2.47M
|
103K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.32% |
$280 - $284
|
1.88K
$88.2K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63K+ 231.21% |
$76.2K - $77K
|
2.34K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.16K- 26.13% |
$101K - $102K
|
6.12K
$288K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
185New |
$8.65K - $8.74K
|
185
$8.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5KNew |
$234K - $236K
|
5K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.35K- 33.85% |
$203K - $206K
|
8.5K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.1K- 31.39% |
$661K - $668K
|
30.9K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$46.7 - $47.3
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.59K- 2.34% |
$74.4K - $75.2K
|
66.5K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.3K+ 652.46% |
$1.46M - $1.48M
|
36.1K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.19K- 22.28% |
$429K - $434K
|
32K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-112- 3.3% |
$5.23K - $5.29K
|
3.28K
$154K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
192New |
$8.97K - $9.07K
|
192
$9.03K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-107K- 85.05% |
$4.99M - $5.04M
|
18.8K
$882K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.86K- 26.6% |
$134K - $135K
|
7.89K
$371K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.5K- 65.6% |
$2.55M - $2.57M
|
28.6K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
172+ 0.78% |
$8.04K - $8.13K
|
22.3K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.6K- 17.59% |
$308K - $312K
|
30.9K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
35New |
$1.64K - $1.65K
|
35
$1.65K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.52K+ 6.11% |
$71K - $71.8K
|
26.4K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.8K+ 18.98% |
$4.01M - $4.05M
|
538K
$25.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
39.7K+ 35.42% |
$1.86M - $1.88M
|
152K
$7.14M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-31.3K- 23.42% |
$1.46M - $1.48M
|
102K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 8.0% |
$93.5 - $94.5
|
23
$1.08K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18K+ 15.9% |
$102K - $103K
|
15.9K
$748K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6+ 0.12% |
$280 - $284
|
5.07K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-520- 8.68% |
$24.3K - $24.6K
|
5.47K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.42K- 31.33% |
$300K - $303K
|
14.1K
$661K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-27.3K- 39.1% |
$1.28M - $1.29M
|
42.5K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.86K- 12.83% |
$86.8K - $87.8K
|
12.6K
$594K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.75K- 15.49% |
$129K - $130K
|
15K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.8K- 75.9% |
$877K - $887K
|
5.96K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$534K - $540K
|
11.4K
$538K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
973+ 6.24% |
$45.5K - $46K
|
16.6K
$780K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-47- 1.63% |
$2.2K - $2.22K
|
2.83K
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-5.19K- 9.06% |
$242K - $245K
|
52K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
15+ 0.27% |
$701 - $709
|
5.51K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
873+ 0.16% |
$40.8K - $41.2K
|
535K
$25.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.04K+ 1.45% |
$95.2K - $96.2K
|
143K
$6.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.66K- 4.87% |
$171K - $173K
|
71.5K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
205+ 0.78% |
$9.58K - $9.69K
|
26.6K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
106+ 0.17% |
$4.95K - $5.01K
|
63.7K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
570New |
$26.6K - $26.9K
|
570
$26.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
192New |
$8.97K - $9.07K
|
192
$9.03K
|