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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.42K+ 3.7% |
$113K - $114K
|
67.7K
$3.2M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 50.0% |
$46.8 - $47.1
|
3
$142
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43New |
$2.01K - $2.02K
|
43
$2.03K
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4K+ 29.63% |
$187K - $188K
|
17.5K
$826K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.7K- 35.77% |
$126K - $127K
|
4.86K
$229K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 16.67% |
$187 - $188
|
28
$1.32K
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
5.14KNew |
$240K - $242K
|
5.14K
$243K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35+ 0.72% |
$1.64K - $1.65K
|
4.89K
$231K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.76K- 12.41% |
$82.3K - $82.8K
|
12.4K
$586K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27New |
$1.25K - $1.26K
|
27
$1.27K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 6.33% |
$65.5K - $66.4K
|
23.8K
$1.12M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-37.1K- 84.71% |
$1.71M - $1.74M
|
6.69K
$316K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.4KNew |
$1.36M - $1.38M
|
29.4K
$1.39M
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
203+ 1.89% |
$9.38K - $9.51K
|
11K
$517K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 5.58% |
$1.99K - $2.01K
|
728
$34.3K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
22.8KNew |
$1.06M - $1.07M
|
22.8K
$1.08M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.36K+ 29.29% |
$62.8K - $63.7K
|
6K
$283K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
31+ 0.63% |
$1.43K - $1.45K
|
4.97K
$234K
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.13K- 26.58% |
$98.6K - $99.9K
|
5.89K
$278K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.36K- 4.69% |
$62.9K - $63.8K
|
27.7K
$1.3M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.04KNew |
$279K - $281K
|
6.04K
$285K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-690- 74.19% |
$31.9K - $32.1K
|
240
$11.3K
|
|
Q2 2023 | |||||||
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-610- 10.39% |
$28.2K - $28.4K
|
5.26K
$248K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-281- 2.32% |
$13K - $13.1K
|
11.8K
$557K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.18% |
$463 - $466
|
5.57K
$263K
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-625- 0.8% |
$28.9K - $29.1K
|
77.6K
$3.66M
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
13+ 0.28% |
$602 - $606
|
4.67K
$220K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.57KNew |
$397K - $399K
|
8.57K
$404K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.04K+ 31.42% |
$94.1K - $95.3K
|
8.54K
$403K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.29KNew |
$59.5K - $60.2K
|
1.29K
$60.9K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.84K- 11.84% |
$84.6K - $85.7K
|
13.7K
$644K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
821New |
$37.3K - $38K
|
821
$38.7K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3.61KNew |
$164K - $167K
|
3.61K
$170K
|
|
Feb 09, 2023
Q4 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4- 0.09% |
$182 - $185
|
4.64K
$219K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-25Closed |
$1.15K - $1.17K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 14.47% |
$506 - $515
|
65
$3.07K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
450New |
$20.7K - $21.1K
|
450
$21.2K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.7KNew |
$585K - $595K
|
12.7K
$600K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.45KNew |
$300K - $307K
|
6.45K
$304K
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.5K- 42.86% |
$210K - $214K
|
6K
$283K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-60Closed |
$2.79K - $2.85K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1K- 17.85% |
$46.6K - $47.6K
|
4.6K
$217K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.32KClosed |
$248K - $253K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10- 1.54% |
$466 - $476
|
638
$30.1K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.91KClosed |
$182K - $186K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-180Closed |
$8.38K - $8.56K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-11KClosed |
$512K - $523K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1- 0.01% |
$46.6 - $47.6
|
8.46K
$399K
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-24.2KClosed |
$1.13M - $1.15M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-13Closed |
$605 - $618
|
0
$0
|