Institutional Ownership Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 2.84 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
535,361
shares
|
$25.2 Million
6.14% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
452,059
shares
|
$21.3 Million
0.01% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
154,752
shares
|
$7.29 Million
0.0% of portfolio
|
Q4 2024
Added 25.46%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
142,534
shares
|
$6.72 Million
4.58% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
133,570
shares
|
$6.29 Million
0.53% of portfolio
|
Q4 2024
Reduced 97.87%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
125,467
shares
|
$5.91 Million
0.31% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
112,079
shares
|
$5.28 Million
0.11% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
103,009
shares
|
$4.85 Million
0.0% of portfolio
|
Q4 2024
Added 179.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
83,011
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Added 313.11%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
71,510
shares
|
$3.37 Million
0.44% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
68,092
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
67,313
shares
|
$3.17 Million
1.64% of portfolio
|
Q4 2024
Added 56.91%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
63,725
shares
|
$3 Million
0.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
52,042
shares
|
$2.45 Million
1.99% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
51,892
shares
|
$2.45 Million
0.16% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
51,028
shares
|
$2.4 Million
0.55% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
45,047
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
42,511
shares
|
$2 Million
0.38% of portfolio
|
Q1 2025
Reduced 39.1%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
41,231
shares
|
$1.94 Million
0.45% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
37,486
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,728
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,446
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
26,568
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
24,857
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
24,567
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 6.35%
|