Fiduciary Group LLC Spdr Doubleline Short Duration Transaction History

Fiduciary Group LLC

$918 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 27, 2021	SELL	$49.55 - $49.81 $199,438 - $200,485	-4,025 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$49.51 - $49.94 $199,277 - $201,008	4,025 New	4,025 $200,000

Others Institutions Holding STOT

# of Institutions

65

Shares Held

3.45M

Call Options Held

0

Put Options Held

0

Winthrop Advisory Group LLC

993K
Shares

$46.7 Million
5.7% of portfolio
Spinnaker Investment Group, LLC

517K
Shares

$24.3 Million
6.75% of portfolio
Lpl Financial LLC Fort Mill, SC

312K
Shares

$14.7 Million
0.01% of portfolio
Paragon Capital Management Inc Provo, UT

137K
Shares

$6.43 Million
4.79% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

127K
Shares

$5.98 Million
4.17% of portfolio

About SPDR DOUBLELINE SHORT DURATION

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