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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
   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
   MORGAN STANLEY 4153 - 2023-12-31 65,319 $3,060,000 53
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1416 - 2024-03-31 59,657 $2,803,000 59,657
   Proficio Capital Partners LLC 75 - 2024-03-31 36,880 $1,733,000 21,930
   AE Wealth Management LLC 1108 - 2023-12-31 23,831 $1,119,000 1,418
   Synergy Financial Management LLC 79 - 2024-03-31 20,370 $957,000 942
   BANK OF AMERICA CORP /DE/ 4060 - 2023-12-31 19,725 $924,000 272
   GREATMARK INVESTMENT PARTNERS, INC. 80 - 2024-03-31 17,500 $822,000 4,000
   Advisor Group Holdings Inc. 3177 - 2024-03-31 7,729 $363,000 5,334
   CITIGROUP INC 2998 - 2024-03-31 5,962 $280,000 122
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 573 - 2024-03-31 4,890 $230,000 35
   Smartleaf Asset Management LLC 1440 - 2024-03-31 28 $1,000 4
   Covestor Ltd 2119 - 2024-03-31 31 $1,000 2
  17 Records found
  1    
  Page 1 of 1
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