Purchases and Sales Made in Q1 2021 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q1 2021. The information is specifically focused on institutions that hold shares of SPDR DOUBLELINE SHORT DURATION.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
27K+ 70.66% |
$1.34M - $1.35M
|
65.3K
$3.09M
|
|
May 10, 2021
Q1 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.9K+ 63.78% |
$1.04M - $1.05M
|
53.7K
$2.54M
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
14.1K+ 21.41% |
$700K - $707K
|
80.1K
$3.79M
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11KNew |
$547K - $553K
|
11K
$522K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.1KNew |
$352K - $355K
|
7.1K
$336K
|
|
May 27, 2021
Q1 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.05K+ 5.65% |
$349K - $353K
|
132K
$6.23M
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.08K+ 91.8% |
$301K - $304K
|
12.7K
$600K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
4.18K+ 4.18% |
$207K - $209K
|
104K
$4.92M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.31K+ 6.2% |
$164K - $166K
|
56.6K
$2.68M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.7K+ 28.15% |
$84.2K - $85.1K
|
7.73K
$366K
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.21K+ 10.8% |
$59.9K - $60.5K
|
12.4K
$586K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.19K+ 11.5% |
$59K - $59.6K
|
11.5K
$545K
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
BUY
|
- |
584+ 5.65% |
$28.9K - $29.2K
|
10.9K
$516K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
286New |
$14.2K - $14.3K
|
286
$13.5K
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
12+ 5.56% |
$595 - $601
|
228
$10.8K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 1.1% |
$49.6 - $50.1
|
90
$4.26K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 25.0% |
$248 - $250
|
15
$709
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-200- 35.71% |
$9.91K - $10K
|
360
$17K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-225- 25.22% |
$11.2K - $11.3K
|
667
$31.5K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-684- 52.17% |
$33.9K - $34.2K
|
627
$29.6K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.18K- 36.2% |
$58.2K - $58.8K
|
2.07K
$97.9K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.67KClosed |
$82.9K - $83.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.84K- 11.75% |
$91.2K - $92.1K
|
13.8K
$653K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.39K- 26.55% |
$119K - $120K
|
6.62K
$313K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.42K- 58.51% |
$318K - $321K
|
4.55K
$215K
|
|
Apr 19, 2021
Q1 2021
|
Peterson Wealth Management
|
SELL
|
- |
-9.98K- 12.3% |
$495K - $500K
|
71.2K
$3.36M
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-10.3KClosed |
$510K - $515K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-11.9KClosed |
$592K - $598K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.2KClosed |
$1.15M - $1.16M
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.7K- 68.48% |
$1.28M - $1.29M
|
11.8K
$560K
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-26.3K- 14.35% |
$1.31M - $1.32M
|
157K
$7.43M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-66.8K- 83.68% |
$3.31M - $3.34M
|
13K
$615K
|
|
Apr 13, 2021
Q1 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-73.1KClosed |
$3.62M - $3.66M
|
0
$0
|