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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-845- 5.1% |
$39.6K - $40K
|
15.7K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-34.1K- 6.38% |
$1.6M - $1.62M
|
501K
$23.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
809+ 0.57% |
$37.9K - $38.3K
|
143K
$6.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
563+ 1.32% |
$26.4K - $26.7K
|
43.1K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.02% |
$562 - $568
|
63.7K
$3.02M
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
97New |
$4.53K - $4.58K
|
97
$4.6K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
185New |
$8.65K - $8.74K
|
185
$8.77K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.19K- 22.28% |
$429K - $434K
|
32K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-107K- 85.05% |
$4.99M - $5.04M
|
18.8K
$889K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
192New |
$8.97K - $9.07K
|
192
$9.1K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
35New |
$1.64K - $1.65K
|
35
$1.66K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-520- 8.68% |
$24.3K - $24.6K
|
5.47K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.75K- 15.49% |
$129K - $130K
|
15K
$711K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
570New |
$26.6K - $26.9K
|
570
$27K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
192New |
$8.97K - $9.07K
|
192
$9.1K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.5KNew |
$210K - $213K
|
4.5K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
82New |
$3.83K - $3.88K
|
82
$3.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 22.22% |
$281 - $284
|
33
$1.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 25.0% |
$327 - $331
|
35
$1.66K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 10.63% |
$3.97K - $4.02K
|
885
$42K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.28K+ 15.58% |
$200K - $202K
|
31.7K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-207- 0.91% |
$9.68K - $9.8K
|
22.5K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10.1K+ 24.76% |
$473K - $479K
|
51K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
854New |
$39.9K - $40.4K
|
854
$40.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.53K+ 39.8% |
$352K - $356K
|
26.5K
$1.25M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-409- 7.8% |
$19.1K - $19.4K
|
4.83K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
739New |
$34.5K - $35.1K
|
739
$35K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-273- 5.62% |
$12.7K - $13K
|
4.58K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
993KNew |
$46.3M - $47.2M
|
993K
$47.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.21KNew |
$196K - $200K
|
4.21K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.9KNew |
$510K - $520K
|
10.9K
$519K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
466+ 6.21% |
$21.7K - $22.1K
|
7.97K
$378K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$46.6 - $47.5
|
1
$47.4
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.66KNew |
$77.2K - $77.8K
|
1.66K
$78.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$2.09K - $2.11K
|
45
$2.13K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.9K- 27.75% |
$88.3K - $89K
|
4.94K
$234K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 6.19% |
$4.65K - $4.69K
|
1.52K
$71.8K
|
|
| Q1 2024 | |||||||
|
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
$2.04K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
5.14KNew |
$240K - $242K
|
5.14K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35+ 0.72% |
$1.64K - $1.65K
|
4.89K
$232K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.76K- 12.41% |
$82.3K - $82.8K
|
12.4K
$589K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27New |
$1.25K - $1.26K
|
27
$1.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.4KNew |
$1.36M - $1.38M
|
29.4K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
203+ 1.89% |
$9.38K - $9.51K
|
11K
$519K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.36K+ 29.29% |
$62.8K - $63.7K
|
6K
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.13K- 26.58% |
$98.6K - $99.9K
|
5.89K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.36K- 4.69% |
$62.9K - $63.8K
|
27.7K
$1.31M
|
|
| Q2 2023 | |||||||
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-610- 10.39% |
$28.2K - $28.4K
|
5.26K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-281- 2.32% |
$13K - $13.1K
|
11.8K
$560K
|
|