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Get Institutions for : 
Spdr Doubleline Short Duration Total Return Tactical Etf (STOT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    5
Total shares held : 
 2,205,130  
% of shares held : 
 74.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 642,350  
% of shares held change : 
   21.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 711,547
 32.27%
 
Increased Positions :
17
 106,401
 4.83%
 
Unchanged Positions :
7
 118,551
 5.38%
 
Decreased Positions :
18
-109,941
-4.99%
 
Closed Positions :
4
-65,657
-2.98%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPTRUST FINANCIAL ADVISORS 157 - 2024-03-31 677,699 $31,846,000 147,936
   Spinnaker Investment Group LLC 5 - 2024-03-31 491,110 $23,078,000 1,590
   LPL FINANCIAL CORP 1216 - 2024-03-31 252,334 $11,858,000 67,250
   MBL Wealth LLC 33 - 2024-03-31 128,211 $6,025,000 114,179
   Hofer & Associates. Inc 4 - 2024-03-31 124,893 $5,869,000 5,623
   Lineweaver Wealth Advisors LLC 27 - 2024-03-31 72,468 $3,406,000 2,154
   UBS Group AG 2545 - 2024-03-31 69,865 $3,283,000 -4,756
   MORGAN STANLEY 4163 - 2024-03-31 67,738 $3,183,000 2,419
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1416 - 2024-03-31 59,657 $2,803,000 59,657
   BURNS WEALTH MANAGEMENT, INC. 183 - 2024-03-31 56,762 $2,667,000 -2,416
   Arrowroot Family Office LLC 20 - 2024-03-31 45,631 $2,144,000 -237
   Eldridge Investment Advisors Inc. 43 - 2024-03-31 42,827 $2,013,000 -4,065
   Proficio Capital Partners LLC 75 - 2024-03-31 36,880 $1,733,000 21,930
   Belpointe Asset Management LLC 151 *New 2024-03-31 36,229 $1,702,000 36,229
   Focus Financial Network Inc. 198 - 2024-03-31 34,021 $1,587,000 0
   MONECO Advisors LLC 114 - 2024-03-31 29,604 $1,391,000 -737
   FOCUS FINANCIAL NETWORK INC /ADV 265 - 2023-12-31 29,446 $1,379,000 0
   JANNEY MONTGOMERY SCOTT LLC 1423 - 2024-03-31 24,759 $1,163,000 -1,013
   SECURED RETIREMENT ADVISORS LLC 44 - 2024-03-31 22,893 $1,076,000 -412
   Private Advisor Group LLC 1157 - 2024-03-31 21,377 $1,005,000 -17,282
   Synergy Financial Management LLC 79 - 2024-03-31 20,370 $957,000 942
   Integrated Wealth Concepts LLC 768 - 2024-03-31 20,153 $947,000 4,838
   BANK OF AMERICA CORP /DE/ 4057 - 2024-03-31 20,118 $945,000 393
   ENVESTNET ASSET MANAGEMENT INC 3073 - 2024-03-31 19,236 $904,000 4,368
   Snowden Capital Advisors LLC 531 - 2024-03-31 18,650 $876,000 0
   GREATMARK INVESTMENT PARTNERS, INC. 80 - 2024-03-31 17,500 $822,000 4,000
   Larson Financial Group LLC 190 - 2024-03-31 16,157 $759,000 -2,088
   JANE STREET GROUP LLC 3599 - 2024-03-31 13,359 $628,000 -15,135
   BSC PRIVATE WEALTH MANAGEMENT LLC 84 - 2024-03-31 13,264 $623,000 -66
   KLR INVESTMENT ADVISORS LLC 60 - 2024-03-31 12,422 $580,000 -1,760
   CLS INVESTMENT FIRM LLC 1067 - 2022-12-31 8,259 $381,000 0
   Advisor Group Holdings Inc. 3177 - 2024-03-31 7,729 $363,000 5,334
   Lunt Capital Management Inc. 73 - 2024-03-31 6,840 $321,000 -2,765
   JBR Co Financial Management Inc 73 *New 2024-03-31 6,718 $316,000 6,718
   CITIGROUP INC 2998 - 2024-03-31 5,962 $280,000 122
   MML INVESTORS SERVICES LLC 2187 *New 2024-03-31 5,577 $262,000 5,577
   HIGHTOWER ADVISORS, LLC 2790 - 2024-03-31 5,274 $245,000 -50
   Tenon Financial LLC 34 - 2024-03-31 5,140 $242,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 573 - 2024-03-31 4,890 $230,000 35
   Aveo Capital Partners LLC 332 - 2024-03-31 4,856 $227,000 -2,704
   VIRTU FINANCIAL LLC 772 - 2024-03-31 4,413 $207,000 -18,871
   Sunbelt Securities Inc. 566 - 2024-03-31 3,605 $169,000 -8
   Pacific Center for Financial Services 127 - 2024-03-31 2,416 $114,000 10
   VALLEY NATIONAL ADVISERS INC 351 - 2024-03-31 1,615 $75,000 0
   NBC SECURITIES INC. 1244 - 2024-03-31 728 $34,000 0
   Geneos Wealth Management Inc. 1220 - 2024-03-31 690 $32,000 0
   Capital Advisors Ltd. LLC 549 *New 2024-03-31 533 $25,000 533
   PRIVATE TRUST CO NA 1608 - 2024-03-31 240 $11,000 0
   ROYAL BANK OF CANADA 5549 - 2024-03-31 205 $10,000 -65,330
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2977 *New 2024-03-31 43 $2,000 43
   Smartleaf Asset Management LLC 1440 - 2024-03-31 28 $1,000 4
   Colonial Trust Co / SC 967 - 2024-03-31 27 $1,000 0
   Covestor Ltd 2119 - 2024-03-31 31 $1,000 2
   Truadvice LLC 230 *Closed 2023-09-30 0 $0 -5,567
   Cetera Investment Advisers 3601 *Closed 2024-03-31 0 $0 -6,693
   AE Wealth Management LLC 1342 *Closed 2024-03-31 0 $0 -23,831
   Strategic Financial Concepts LLC 314 *Closed 2024-03-31 0 $0 -5,893
   WELLS FARGO & CO/MN 6236 - 2024-03-31 0 $0 -1
   MONEY CONCEPTS CAPITAL CORP 394 *Closed 2024-03-31 0 $0 -10,950
   Western Wealth Management LLC 702 *Closed 2024-03-31 0 $0 -4,969
   Merit Financial Group LLC 894 *Closed 2024-03-31 0 $0 -22,844
   PROEQUITIES INC. 9630 - 2024-03-31 0 $0 0
   Advisor Resource Council 420 *Closed 2024-03-31 0 $0 -27,654
   SILVER OAK SECURITIES Inc 548 *Closed 2024-03-31 0 $0 -5,999
  64 Records found
  1    
  Page 1 of 1
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