Purchases and Sales Made in Q2 2025 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
240K+ 157.81% |
$11.2M - $11.3M
|
391K
$18.6M
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
192KNew |
$8.98M - $9.07M
|
192K
$9.08M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
90.6KNew |
$4.25M - $4.29M
|
90.6K
$4.3M
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
70.3KNew |
$3.3M - $3.33M
|
70.3K
$3.33M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.1K+ 52.81% |
$2.54M - $2.56M
|
157K
$7.43M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.8K+ 756.72% |
$1.77M - $1.79M
|
42.8K
$2.03M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.1KNew |
$1.41M - $1.43M
|
30.1K
$1.43M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.8K+ 82.74% |
$1.4M - $1.41M
|
65.9K
$3.12M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6KNew |
$638K - $644K
|
13.6K
$645K
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11.8K+ 17.47% |
$551K - $557K
|
79.1K
$3.75M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$472K - $477K
|
10.1K
$478K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.05K+ 151.76% |
$424K - $428K
|
15K
$711K
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.19K+ 71.63% |
$384K - $388K
|
19.6K
$930K
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.8K+ 10.91% |
$366K - $369K
|
79.3K
$3.76M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.17KNew |
$336K - $340K
|
7.17K
$340K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.2K+ 3.28% |
$244K - $246K
|
164K
$7.77M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.15KNew |
$241K - $244K
|
5.15K
$244K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.27KNew |
$200K - $202K
|
4.27K
$202K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 15.24% |
$175K - $177K
|
28.2K
$1.34M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 11.57% |
$155K - $156K
|
31.9K
$1.51M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.57K+ 9.65% |
$120K - $121K
|
29.1K
$1.38M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.33K+ 9.04% |
$109K - $110K
|
28.1K
$1.33M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.5K+ 17.65% |
$70.3K - $71K
|
10K
$474K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.41K+ 2.12% |
$66.2K - $66.9K
|
67.9K
$3.22M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.26K+ 53.96% |
$59.1K - $59.7K
|
3.6K
$170K
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
809+ 0.57% |
$37.9K - $38.3K
|
143K
$6.8M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
604New |
$28.3K - $28.6K
|
604
$28.6K
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
563+ 1.32% |
$26.4K - $26.7K
|
43.1K
$2.04M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
396+ 1721.74% |
$18.6K - $18.8K
|
419
$19.9K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
315+ 370.59% |
$14.8K - $14.9K
|
400
$19K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
290+ 5.72% |
$13.6K - $13.7K
|
5.36K
$254K
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
248+ 1.11% |
$11.6K - $11.7K
|
22.6K
$1.07M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
226+ 1.42% |
$10.6K - $10.7K
|
16.1K
$765K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
99New |
$4.64K - $4.69K
|
99
$4.69K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
47+ 1.66% |
$2.2K - $2.23K
|
2.88K
$136K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.02% |
$562 - $568
|
63.7K
$3.02M
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9+ 0.48% |
$422 - $426
|
1.88K
$89.3K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$46.9 - $47.4
|
1
$47.4
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2025
Q2 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-4- 0.01% |
$187 - $189
|
52K
$2.47M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-41- 0.74% |
$1.92K - $1.94K
|
5.47K
$259K
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-80- 1.31% |
$3.75K - $3.79K
|
6.04K
$286K
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-150- 1.73% |
$7.03K - $7.1K
|
8.53K
$404K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-285- 8.69% |
$13.4K - $13.5K
|
2.99K
$142K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-400- 25.94% |
$18.7K - $18.9K
|
1.14K
$54.1K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-771- 5.48% |
$36.1K - $36.5K
|
13.3K
$630K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-845- 5.1% |
$39.6K - $40K
|
15.7K
$746K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42K- 18.03% |
$66.7K - $67.4K
|
6.47K
$307K
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.14K- 6.93% |
$100K - $101K
|
28.7K
$1.36M
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.24K- 17.72% |
$105K - $106K
|
10.4K
$492K
|