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 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
$30K
|
|
|
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
$398K
|
|
|
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
|
|
| Q1 2022 | |||||||
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5.03KClosed |
$239K - $246K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1KClosed |
$47.5K - $49K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.03KClosed |
$239K - $247K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.17KClosed |
$436K - $449K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-4.59KClosed |
$218K - $225K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-64Closed |
$3.04K - $3.14K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.26KNew |
$405K - $409K
|
8.26K
$389K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.45KClosed |
$218K - $221K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.03KClosed |
$199K - $200K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
237New |
$11.7K - $11.8K
|
237
$11.2K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-286Closed |
$14.2K - $14.2K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.43KClosed |
$220K - $221K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-335- 53.43% |
$16.6K - $16.7K
|
292
$13.7K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.07KClosed |
$103K - $103K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100Closed |
$4.96K - $4.98K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.67KClosed |
$82.9K - $83.7K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-10.3KClosed |
$510K - $515K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-73.1KClosed |
$3.62M - $3.66M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.36KClosed |
$416K - $418K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.28KClosed |
$263K - $264K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.14KClosed |
$405K - $407K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Monument Capital Management
|
SELL
|
- |
-9.73KClosed |
$484K - $486K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 09, 2020
Q3 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-375Closed |
$18.6K - $18.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-77KClosed |
$3.71M - $3.82M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-60Closed |
$2.89K - $2.98K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-27.5KClosed |
$1.33M - $1.37M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.77KClosed |
$85.2K - $87.9K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-8.42KClosed |
$405K - $418K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 25.0% |
$237 - $250
|
15
$706
|
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5.82KClosed |
$276K - $291K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-705Closed |
$33.5K - $35.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
472New |
$23.3K - $23.4K
|
472
$22.2K
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.41KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-304Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7.89KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-84.2KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.2KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-36.4KClosed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-208Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-8.52KClosed |
N/A
|
0
$0
|
|