Purchases and Sales Made in Q1 2025 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q1 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.8K+ 18.98% |
$4.01M - $4.05M
|
538K
$25.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
39.7K+ 35.42% |
$1.86M - $1.88M
|
152K
$7.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$534K - $540K
|
11.4K
$538K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18K+ 15.9% |
$102K - $103K
|
15.9K
$749K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.04K+ 1.45% |
$95.2K - $96.2K
|
143K
$6.72M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.52K+ 6.11% |
$71K - $71.8K
|
26.4K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
973+ 6.24% |
$45.5K - $46K
|
16.6K
$781K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
873+ 0.16% |
$40.8K - $41.2K
|
535K
$25.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
570New |
$26.6K - $26.9K
|
570
$26.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
205+ 0.78% |
$9.58K - $9.69K
|
26.6K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
192New |
$8.97K - $9.07K
|
192
$9.05K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
192New |
$8.97K - $9.07K
|
192
$9.05K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
106+ 0.17% |
$4.95K - $5.01K
|
63.7K
$3M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
35New |
$1.64K - $1.65K
|
35
$1.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
15+ 0.27% |
$701 - $709
|
5.51K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6+ 0.12% |
$280 - $284
|
5.07K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 8.0% |
$93.5 - $94.5
|
23
$1.08K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-47- 1.63% |
$2.2K - $2.22K
|
2.83K
$133K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-112- 3.3% |
$5.23K - $5.29K
|
3.28K
$154K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-520- 8.68% |
$24.3K - $24.6K
|
5.47K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.86K- 12.83% |
$86.8K - $87.8K
|
12.6K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.75K- 15.49% |
$129K - $130K
|
15K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.66K- 4.87% |
$171K - $173K
|
71.5K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-5.19K- 9.06% |
$242K - $245K
|
52K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.42K- 31.33% |
$300K - $303K
|
14.1K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.6K- 17.59% |
$308K - $312K
|
30.9K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.8K- 75.9% |
$877K - $887K
|
5.96K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-27.3K- 39.1% |
$1.28M - $1.29M
|
42.5K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-31.3K- 23.42% |
$1.46M - $1.48M
|
102K
$4.82M
|