Purchases and Sales Made in Q4 2024 in Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.17M+ 7104.96% |
$289M - $292M
|
6.26M
$295M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.4K+ 18.75% |
$3.34M - $3.38M
|
452K
$21.3M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.1K+ 179.17% |
$3.09M - $3.13M
|
103K
$4.86M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.9K+ 313.11% |
$2.94M - $2.98M
|
83K
$3.92M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.4K+ 25.46% |
$1.47M - $1.49M
|
155K
$7.31M
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
24.4K+ 56.91% |
$1.14M - $1.16M
|
67.3K
$3.18M
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
22.2KNew |
$1.04M - $1.05M
|
22.2K
$1.05M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.4K+ 17.13% |
$766K - $776K
|
112K
$5.29M
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
13.5K+ 10.61% |
$630K - $638K
|
140K
$6.63M
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10.1K+ 24.76% |
$473K - $479K
|
51K
$2.41M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.63K+ 17.83% |
$450K - $456K
|
63.6K
$3M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.53K+ 39.8% |
$352K - $356K
|
26.5K
$1.25M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.06KNew |
$237K - $240K
|
5.06K
$239K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.79KNew |
$224K - $227K
|
4.79K
$226K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.28K+ 15.58% |
$200K - $202K
|
31.7K
$1.5M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.79K+ 5.68% |
$130K - $132K
|
51.9K
$2.45M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.63K+ 11.1% |
$123K - $125K
|
26.4K
$1.24M
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.29K+ 3.14% |
$107K - $108K
|
75.2K
$3.55M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.47K+ 6.35% |
$68.6K - $69.4K
|
24.6K
$1.16M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 196.54% |
$47.8K - $48.4K
|
1.54K
$72.8K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
854New |
$39.9K - $40.4K
|
854
$40.3K
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
540+ 9.9% |
$25.2K - $25.6K
|
5.99K
$283K
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
451+ 1.11% |
$21.1K - $21.3K
|
41.2K
$1.95M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
220+ 1.09% |
$10.3K - $10.4K
|
20.5K
$967K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 10.63% |
$3.97K - $4.02K
|
885
$41.8K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
82New |
$3.83K - $3.88K
|
82
$3.87K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25New |
$1.17K - $1.18K
|
25
$1.18K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
25New |
$1.17K - $1.18K
|
25
$1.18K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.7% |
$608 - $615
|
1.87K
$88.2K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 25.0% |
$327 - $331
|
35
$1.65K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 22.22% |
$281 - $284
|
33
$1.56K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$46.8 - $47.3
|
1
$47.2
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-70- 0.28% |
$3.27K - $3.31K
|
24.9K
$1.17M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105- 55.26% |
$4.91K - $4.97K
|
85
$4.01K
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-207- 0.91% |
$9.68K - $9.8K
|
22.5K
$1.06M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-243- 7.78% |
$11.4K - $11.5K
|
2.88K
$136K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-258- 2.34% |
$12.1K - $12.2K
|
10.8K
$508K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-418- 4.81% |
$19.5K - $19.8K
|
8.28K
$391K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-520- 3.47% |
$24.3K - $24.6K
|
14.5K
$683K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-793- 4.84% |
$37.1K - $37.5K
|
15.6K
$737K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1K- 7.22% |
$46.8K - $47.3K
|
12.9K
$607K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.19K- 3.11% |
$102K - $104K
|
68.1K
$3.21M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.76K- 9.12% |
$176K - $178K
|
37.5K
$1.77M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.78K- 52.71% |
$177K - $179K
|
3.39K
$160K
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-6.25K- 26.04% |
$292K - $296K
|
17.8K
$838K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.47K- 35.25% |
$349K - $354K
|
13.7K
$648K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.54K- 15.93% |
$399K - $404K
|
45K
$2.13M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.8K- 26.24% |
$411K - $416K
|
24.7K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 39.37% |
$478K - $484K
|
15.8K
$744K
|