Exencial Wealth Advisors, LLC Spdr Doubleline Short Duration Transaction History

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 24,653 shares of STOT stock, worth $1.17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,653
Previous 28,749 14.25%
Holding current value
$1.17 Million
Previous $1.36 Million 14.18%
% of portfolio
0.04%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$47.11 - $47.46 $192,962 - $194,396
-4,096 Reduced 14.25%
24,653 $1.17 Million
Q2 2025

Jul 30, 2025
SELL
$46.87 - $47.35 $100,395 - $101,423
-2,142 Reduced 6.93%
28,749 $1.36 Million
Q1 2025

May 09, 2025
SELL
$46.74 - $47.25 $308,250 - $311,613
-6,595 Reduced 17.59%
30,891 $1.46 Million
Q4 2024

Feb 06, 2025
SELL
$46.75 - $47.33 $175,920 - $178,102
-3,763 Reduced 9.12%
37,486 $1.76 Million
Q3 2024

Oct 31, 2024
SELL
$46.63 - $47.52 $574,994 - $585,969
-12,331 Reduced 23.01%
41,249 $1.96 Million
Q2 2024

Aug 12, 2024
SELL
$46.52 - $46.87 $148,026 - $149,140
-3,182 Reduced 5.61%
53,580 $2.51 Million
Q1 2024

May 10, 2024
SELL
$46.77 - $47.05 $112,996 - $113,672
-2,416 Reduced 4.08%
56,762 $2.67 Million
Q4 2023

Feb 13, 2024
SELL
$46.21 - $46.84 $273,609 - $277,339
-5,921 Reduced 9.1%
59,178 $2.77 Million
Q3 2023

Nov 08, 2023
SELL
$46.2 - $46.59 $241,995 - $244,038
-5,238 Reduced 7.45%
65,099 $3.02 Million
Q2 2023

Aug 10, 2023
SELL
$46.28 - $46.58 $125,603 - $126,418
-2,714 Reduced 3.72%
70,337 $3.27 Million
Q1 2023

May 02, 2023
SELL
$46.09 - $46.7 $460 - $467
-10 Reduced 0.01%
73,051 $3.39 Million
Q4 2022

Feb 14, 2023
BUY
$45.49 - $46.27 $1.32 Million - $1.34 Million
29,002 Added 65.83%
73,061 $3.37 Million
Q3 2022

Nov 08, 2022
BUY
$46.03 - $46.82 $1.16 Million - $1.18 Million
25,206 Added 133.7%
44,059 $2.03 Million
Q2 2022

Aug 11, 2022
BUY
$46.57 - $47.56 $198,341 - $202,558
4,259 Added 29.18%
18,853 $879,000
Q1 2022

May 12, 2022
BUY
$47.53 - $49.03 $81,941 - $84,527
1,724 Added 13.4%
14,594 $696,000
Q4 2021

Feb 10, 2022
BUY
$48.99 - $49.58 $630,501 - $638,094
12,870 New
12,870 $632,000
Q2 2020

Aug 17, 2020
SELL
$48.14 - $49.67 $644,257 - $664,733
-13,383 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$47.48 - $50.05 $24,547 - $25,875
-517 Reduced 3.72%
13,383 $645,000
Q4 2019

Feb 14, 2020
BUY
$49.38 - $49.7 $686,382 - $690,830
13,900 New
13,900 $688,000

Others Institutions Holding STOT

# of Institutions
70
Shares Held
3.86M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOUBLELINE SHORT DURATION

STOT Quotes by TradingView
  • Ticker STOT
  • Sector ETFs
  • Industry ETFs
More about STOT
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