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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+2,585+9.0%31,186$1.47MQ2 2026Sep 09, 2026
Proficio Capital Partners LlcSell-231-1.3%17,496$823.36KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+272,028+39.4%962,764$45.31MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+198,858+33.6%790,730$37.21MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+127,555127,555$6.00MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+88,063+11.9%828,575$38.99MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+26,325+21.0%151,707$7.14MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+21,970+528.9%26,124$1.23MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,716+246.0%8,040$378.40KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-2,056-46.0%2,412$113.50KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+599599$28.17KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+309+30900.0%310$14.59KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+219+4.7%4,854$228.44KQ2 2026Aug 14, 2026
Morgan StanleyBuy+178,512+38.7%639,696$30.10MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-17,413-51.2%16,613$781.80KQ2 2026Aug 13, 2026
Ubs Group AgBuy+6,573+2.4%283,469$13.34MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+1,069+1.5%73,045$3.44MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-150-0.7%20,359$958.08KQ2 2026Aug 13, 2026
Stifel Financial CorpSell-8,558-64.1%4,800$225.89KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+4,048+22.7%21,846$1.03MQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+200,362200,362$9.43MQ2 2026Aug 11, 2026
Financial Strategies Group, Inc.Buy+5+0.1%4,800$224.95KQ2 2026Aug 11, 2026
Savant Capital, LlcBuy+10,01710,017$468.83KQ2 2026Aug 10, 2026
Essex Financial Services, Inc.Buy+2,753+18.5%17,599$828.22KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+360,195+59.8%962,313$45.29MQ2 2026Aug 07, 2026
Arrowroot Family Office, LlcSell-38,442-37.7%63,655$3.00MQ2 2026Aug 06, 2026
Oaktrust Wealth Advisors, LlcBuy+27,47427,474$1.29MQ2 2026Aug 06, 2026
Clearwater Capital Advisors, LlcBuy+2,267+9.9%25,267$1.19MQ2 2026Aug 06, 2026
Fifth Third BancorpBuy+5,4815,481$257.94KQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcBuy+345+0.9%38,390$1.81MQ2 2026Aug 05, 2026
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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.