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 66 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
537,857
shares
|
$25.3 Million
0.01% of portfolio
|
Q1 2025
Added 18.98%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
535,361
shares
|
$25.2 Million
6.14% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
158,606
shares
|
$7.46 Million
0.0% of portfolio
|
Q1 2025
Added 53.97%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
151,780
shares
|
$7.14 Million
0.14% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
142,534
shares
|
$6.7 Million
4.58% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
102,521
shares
|
$4.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.75%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
102,282
shares
|
$4.81 Million
0.4% of portfolio
|
Q1 2025
Reduced 23.42%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
71,510
shares
|
$3.36 Million
0.44% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
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%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
66,500
shares
|
$3.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
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%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
42,511
shares
|
$2 Million
0.38% of portfolio
|
Q1 2025
Reduced 39.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
36,058
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 652.46%
|
|
|
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%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,728
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
30,905
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.39%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
30,891
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
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
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
28,557
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 65.6%
|
|
|
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
|
May 08, 2025 Q1 2025 |
26,376
shares
|
$1.24 Million
0.13% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
25,753
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 50.37%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
24,496
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
22,348
shares
|
$1.05 Million
0.33% of portfolio
|
Q1 2025
Added 0.78%
|