Latest Institutional Transactions on Spdr Doubleline Short Duration (STOT)
This table provides information on the latest institutional transactions involving Spdr Doubleline Short Duration (STOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.15K+ 4.13% |
$101K - $102K
|
54.2K
$2.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
106New |
$4.99K - $5.03K
|
106
$5.02K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
12.3KNew |
$578K - $583K
|
12.3K
$582K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-140- 72.92% |
$6.6K - $6.64K
|
52
$2.46K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.26K+ 53.96% |
$59.1K - $59.7K
|
3.6K
$170K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
315+ 370.59% |
$14.8K - $14.9K
|
400
$18.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$46.9 - $47.4
|
1
$47.4
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.5K+ 17.65% |
$70.3K - $71K
|
10K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.15KNew |
$241K - $244K
|
5.15K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-285- 8.69% |
$13.4K - $13.5K
|
2.99K
$142K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
604New |
$28.3K - $28.6K
|
604
$28.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.19K+ 71.63% |
$384K - $388K
|
19.6K
$929K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-84.6K- 82.67% |
$3.96M - $4M
|
17.7K
$840K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
99New |
$4.64K - $4.69K
|
99
$4.69K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-400- 25.94% |
$18.7K - $18.9K
|
1.14K
$54.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-150- 1.73% |
$7.03K - $7.1K
|
8.53K
$404K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
97New |
$4.53K - $4.58K
|
97
$4.59K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
185New |
$8.65K - $8.74K
|
185
$8.76K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
192New |
$8.97K - $9.07K
|
192
$9.1K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
35New |
$1.64K - $1.65K
|
35
$1.66K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-520- 8.68% |
$24.3K - $24.6K
|
5.47K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.75K- 15.49% |
$129K - $130K
|
15K
$711K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
570New |
$26.6K - $26.9K
|
570
$27K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.5KNew |
$210K - $213K
|
4.5K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 22.22% |
$281 - $284
|
33
$1.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
82New |
$3.83K - $3.88K
|
82
$3.88K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 25.0% |
$327 - $331
|
35
$1.66K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 10.63% |
$3.97K - $4.02K
|
885
$41.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-207- 0.91% |
$9.68K - $9.8K
|
22.5K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10.1K+ 24.76% |
$473K - $479K
|
51K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.53K+ 39.8% |
$352K - $356K
|
26.5K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
854New |
$39.9K - $40.4K
|
854
$40.5K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-409- 7.8% |
$19.1K - $19.4K
|
4.83K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
739New |
$34.5K - $35.1K
|
739
$35K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-273- 5.62% |
$12.7K - $13K
|
4.58K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
993KNew |
$46.3M - $47.2M
|
993K
$47M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.21KNew |
$196K - $200K
|
4.21K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.9KNew |
$510K - $520K
|
10.9K
$518K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$46.6 - $47.5
|
1
$47.4
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
466+ 6.21% |
$21.7K - $22.1K
|
7.97K
$377K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.66KNew |
$77.2K - $77.8K
|
1.66K
$78.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$2.09K - $2.11K
|
45
$2.13K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.9K- 27.75% |
$88.3K - $89K
|
4.94K
$234K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 50.0% |
$46.8 - $47.1
|
3
$142
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43New |
$2.01K - $2.02K
|
43
$2.04K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
5.14KNew |
$240K - $242K
|
5.14K
$243K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35+ 0.72% |
$1.64K - $1.65K
|
4.89K
$232K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.76K- 12.41% |
$82.3K - $82.8K
|
12.4K
$588K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27New |
$1.25K - $1.26K
|
27
$1.28K
|
|