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 69 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
501,228
shares
|
$23.7 Million
6.01% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
499,301
shares
|
$23.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
391,299
shares
|
$18.5 Million
0.32% of portfolio
|
Q2 2025
Added 157.81%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
191,550
shares
|
$9.05 Million
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
163,809
shares
|
$7.74 Million
0.0% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
156,666
shares
|
$7.4 Million
0.0% of portfolio
|
Q2 2025
Added 52.81%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
143,343
shares
|
$6.77 Million
4.44% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
90,597
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
79,310
shares
|
$3.75 Million
0.44% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
79,075
shares
|
$3.74 Million
1.68% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
70,321
shares
|
$3.32 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
67,912
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
65,891
shares
|
$3.11 Million
0.0% of portfolio
|
Q2 2025
Added 82.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
63,737
shares
|
$3.01 Million
0.12% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Aug 06, 2025 Q2 2025 |
52,038
shares
|
$2.46 Million
1.88% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
43,074
shares
|
$2.03 Million
0.36% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
42,836
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 756.72%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
32,043
shares
|
$1.51 Million
0.38% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
31,861
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
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%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
30,123
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
Jul 17, 2025 Q2 2025 |
29,133
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
28,749
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
28,230
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 15.24%
|