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 3.77 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
4,214
shares
|
$198,142
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,122
shares
|
$146,796
0.02% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,856
shares
|
$87,269
0.03% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,515
shares
|
$71,235
0.01% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
800
shares
|
$37,616
0.0% of portfolio
|
Q2 2024
Added 50.09%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
739
shares
|
$34,747
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
705
shares
|
$33,149
0.0% of portfolio
|
Q1 2024
Reduced 70.92%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
570
shares
|
$26,801
0.0% of portfolio
|
Q3 2024
Reduced 21.7%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
520
shares
|
$24,450
0.0% of portfolio
|
Q3 2024
Added 116.67%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
190
shares
|
$8,933
0.0% of portfolio
|
Q2 2024
Reduced 72.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
45
shares
|
$2,115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
28
shares
|
$1,316
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
27
shares
|
$1,269
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20
shares
|
$940
0.0% of portfolio
|
Q1 2020
Reduced 25.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2
shares
|
$94
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|