SPDR DL SHRT DURATION TR ETF (STOT) Institutional Ownership Changes & 13F Activity
SPDR DL SHRT DURATION TR ETF (STOT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Bank Of America Corp, Stratos Wealth Partners, Ltd., Raymond James Financial Inc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +2,585 | +9.0% | 31,186 | $1.47M | Q2 2026 | Sep 09, 2026 |
| Proficio Capital Partners Llc | Sell | -231 | -1.3% | 17,496 | $823.36K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +272,028 | +39.4% | 962,764 | $45.31M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +198,858 | +33.6% | 790,730 | $37.21M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +127,555 | — | 127,555 | $6.00M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +88,063 | +11.9% | 828,575 | $38.99M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +26,325 | +21.0% | 151,707 | $7.14M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +21,970 | +528.9% | 26,124 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,716 | +246.0% | 8,040 | $378.40K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -2,056 | -46.0% | 2,412 | $113.50K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +599 | — | 599 | $28.17K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +309 | +30900.0% | 310 | $14.59K | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, Llc | Buy | +219 | +4.7% | 4,854 | $228.44K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +178,512 | +38.7% | 639,696 | $30.10M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -17,413 | -51.2% | 16,613 | $781.80K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +6,573 | +2.4% | 283,469 | $13.34M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +1,069 | +1.5% | 73,045 | $3.44M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -150 | -0.7% | 20,359 | $958.08K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Sell | -8,558 | -64.1% | 4,800 | $225.89K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +4,048 | +22.7% | 21,846 | $1.03M | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +200,362 | — | 200,362 | $9.43M | Q2 2026 | Aug 11, 2026 |
| Financial Strategies Group, Inc. | Buy | +5 | +0.1% | 4,800 | $224.95K | Q2 2026 | Aug 11, 2026 |
| Savant Capital, Llc | Buy | +10,017 | — | 10,017 | $468.83K | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | Buy | +2,753 | +18.5% | 17,599 | $828.22K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +360,195 | +59.8% | 962,313 | $45.29M | Q2 2026 | Aug 07, 2026 |
| Arrowroot Family Office, Llc | Sell | -38,442 | -37.7% | 63,655 | $3.00M | Q2 2026 | Aug 06, 2026 |
| Oaktrust Wealth Advisors, Llc | Buy | +27,474 | — | 27,474 | $1.29M | Q2 2026 | Aug 06, 2026 |
| Clearwater Capital Advisors, Llc | Buy | +2,267 | +9.9% | 25,267 | $1.19M | Q2 2026 | Aug 06, 2026 |
| Fifth Third Bancorp | Buy | +5,481 | — | 5,481 | $257.94K | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Buy | +345 | +0.9% | 38,390 | $1.81M | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about STOT activity
Which institutional owners are buying STOT?
Institutional owners buying STOT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in STOT activity?
"Buy" means an investor increased their reported position in STOT compared to the prior reporting period. This reflects growing exposure to SPDR DL SHRT DURATION TR ETF (STOT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in STOT increasing?
Institutional interest in STOT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.