Institutional Ownership Spdr Doubleline Short Duration (STOT)
This table provides information about the institutional ownership of Spdr Doubleline Short Duration (STOT). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
534,488
shares
|
$25.2 Million
6.18% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
452,059
shares
|
$21.3 Million
0.01% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
154,752
shares
|
$7.29 Million
0.0% of portfolio
|
Q4 2024
Added 25.46%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
140,497
shares
|
$6.62 Million
4.43% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
133,570
shares
|
$6.29 Million
0.53% of portfolio
|
Q4 2024
Reduced 97.87%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
125,467
shares
|
$5.91 Million
0.31% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
112,079
shares
|
$5.28 Million
0.11% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
103,009
shares
|
$4.85 Million
0.0% of portfolio
|
Q4 2024
Added 179.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
83,011
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Added 313.11%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
75,173
shares
|
$3.54 Million
0.45% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
69,805
shares
|
$3.29 Million
0.65% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
68,092
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
67,313
shares
|
$3.17 Million
1.64% of portfolio
|
Q4 2024
Added 56.91%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
63,619
shares
|
$3 Million
0.12% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
57,228
shares
|
$2.69 Million
2.1% of portfolio
|
Q4 2024
Reduced 58.15%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
51,892
shares
|
$2.44 Million
0.16% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
51,028
shares
|
$2.4 Million
0.55% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
45,047
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
41,231
shares
|
$1.94 Million
0.45% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
37,486
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,728
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,446
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
26,453
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Added 39.8%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
26,363
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
24,857
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.28%
|