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SPDR DoubleLine Short Duration Total Return Tactical ETF (STOT) Institutional Ownership

$46.76 +0.01 (+0.02%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR DoubleLine Short Duration Total Return Tactical ETF (BATS:STOT)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$12.47M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.80M
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STOT Institutional Buying and Selling by Quarter

SPDR DoubleLine Short Duration Total Return Tactical ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.3,122$148K0.0%-10.5%0.089%
11/14/2024 Flow Traders U.S. LLC4,454$211K0.0%-93.3%0.127%
11/14/2024 Captrust Financial Advisors53,583$2.54M0.0%-19.3%1.522%
11/13/2024 Private Trust Co. NA520$25K0.0%+116.7%0.015%
10/29/2024 Janney Montgomery Scott LLC23,730$1.13M0.0%+3.1%0.674%
10/23/2024 Great Lakes Retirement Inc.72,883$3.46M0.4%N/A2.071%
5/16/2024 Captrust Financial Advisors677,699$31.85M0.1%+27.9%18.567%
5/1/2024 Janney Montgomery Scott LLC24,759$1.16M0.0%-3.9%0.678%
2/8/2024 Janney Montgomery Scott LLC25,772$1.21M0.0%-14.4%0.937%
2/6/2024 Eldridge Investment Advisors Inc.46,892$2.20M0.6%+837.8%1.705%
2/5/2024 Greatmark Investment Partners Inc.13,500$632K0.1%+8.0%0.491%
11/8/2023 Janney Montgomery Scott LLC30,097$1.40M0.0%-2.7%1.094%
11/6/2023 Eldridge Investment Advisors Inc.5,000$231K0.1%N/A0.182%
11/4/2023 NBC Securities Inc.771$35K0.0%N/A0.028%
7/26/2023 Janney Montgomery Scott LLC30,930$1.44M0.0%+5.3%1.146%
5/5/2023 Silver Oak Securities Incorporated13,495$627K0.1%N/A0.515%
4/28/2023 Janney Montgomery Scott LLC29,385$1.36M0.0%-4.1%1.122%
3/6/2023 OLD Mission Capital LLC821$38K0.0%N/A0.000%
2/1/2023 Janney Montgomery Scott LLC30,657$1.41M0.0%+23.9%0.000%
11/14/2022 Elmwood Wealth Management Inc.82,394$3.79M1.9%-10.2%0.000%
10/25/2022 Janney Montgomery Scott LLC24,746$1.14M0.0%+50.6%0.000%
10/17/2022 Private Trust Co. NA930$43K0.0%N/A0.000%
8/12/2022 Strategic Blueprint LLC6,450$301K0.0%N/A0.000%
8/3/2022 Janney Montgomery Scott LLC16,433$766K0.0%+2.9%0.000%
7/12/2022 Elmwood Wealth Management Inc.91,724$4.28M2.4%-8.3%0.000%
2/17/2022Clear Perspective Advisors LLC39,219$1.93M0.6%-2.5%0.000%
2/8/2022 Elmwood Wealth Management Inc.90,156$4.43M2.1%N/A0.000%
2/3/2022 Greatmark Investment Partners Inc.12,500$614K0.1%N/A0.000%
1/27/2022 Janney Montgomery Scott LLC16,348$803K0.0%+63.3%0.000%
1/10/2022 Patriot Financial Group Insurance Agency LLC648$32K0.0%-61.1%0.000%
11/24/2021 Patriot Financial Group Insurance Agency LLC1,667$83K0.0%-12.3%0.000%
11/12/2021 Nations Financial Group Inc. IA ADV13,554$672K0.1%-2.9%0.000%
10/29/2021 Janney Montgomery Scott LLC10,010$496K0.0%+26.0%0.000%
8/13/2021Clear Perspective Advisors LLC39,929$1.99M0.7%-7.1%0.000%
8/13/2021 Elmwood Wealth Management Inc.82,688$4.11M2.2%+3.2%0.000%
8/1/2021 Patriot Financial Group Insurance Agency LLC1,900$95K0.0%-58.2%0.000%
5/13/2021 Elmwood Wealth Management Inc.80,088$3.98M2.4%N/A0.000%
5/7/2021 Sowell Financial Services LLC2,071$103K0.0%-36.2%0.000%
2/16/2021Clear Perspective Advisors LLC40,687$2.03M0.8%+23.9%0.000%
1/15/2021 Patriot Financial Group Insurance Agency LLC10,965$546K0.1%+9.6%0.000%
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1/13/2021 Sowell Financial Services LLC3,246$162K0.0%+8.8%0.000%
(Data available from 1/1/2016 forward)

STOT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STOT shares?

During the previous two years, 11 institutional investors and hedge funds held shares of SPDR DoubleLine Short Duration Total Return Tactical ETF. The most heavily invested institutionals were Great Lakes Retirement Inc. ($3.46M), Captrust Financial Advisors ($2.54M), Eldridge Investment Advisors Inc. ($2.20M), Janney Montgomery Scott LLC ($1.13M), Greatmark Investment Partners Inc. ($632K), Silver Oak Securities Incorporated ($627K), and Flow Traders U.S. LLC ($211K).Learn more on STOT's institutional investors.

Which institutional investors have been buying SPDR DoubleLine Short Duration Total Return Tactical ETF stock?

Of the 9 institutional investors that purchased SPDR DoubleLine Short Duration Total Return Tactical ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Captrust Financial Advisors ($147.94K), Great Lakes Retirement Inc. ($72.88K), Eldridge Investment Advisors Inc. ($46.89K), Silver Oak Securities Incorporated ($13.50K), Janney Montgomery Scott LLC ($8.18K), Greatmark Investment Partners Inc. ($1K), and OLD Mission Capital LLC ($821.00).

How much institutional buying is happening at SPDR DoubleLine Short Duration Total Return Tactical ETF?

Institutional investors have bought a total of 292,257 shares in the last 24 months. This purchase volume represents approximately $13.74M in transactions.

Which SPDR DoubleLine Short Duration Total Return Tactical ETF major shareholders have been selling company stock?

The following institutional investors have sold SPDR DoubleLine Short Duration Total Return Tactical ETF stock in the last 24 months: Flow Traders U.S. LLC ($61.60K), Captrust Financial Advisors ($12.84K), Janney Montgomery Scott LLC ($7.44K), and Sunbelt Securities Inc. ($365.00).

How much institutional selling is happening at SPDR DoubleLine Short Duration Total Return Tactical ETF?

Institutional investors have sold a total of 82,253 shares in the last 24 months. This volume of shares sold represents approximately $3.90M in transactions.



This page (BATS:STOT) was last updated on 12/22/2024 by MarketBeat.com Staff
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