SPDR DL SHRT DURATION TR ETF (STOT) Institutional Shareholders
SPDR DL SHRT DURATION TR ETF (STOT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $313.06M in STOT holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of STOT tracked by InsiderSet, reporting ownership valued at approximately $45.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.76M, representing an estimated loss of -1.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed STOT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Foundations Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in SPDR DL SHRT DURATION TR ETF (STOT).
This page ranks the largest institutional STOT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$313.06M
Largest Holder
Bank Of America Corp
Largest Position
$45.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 962,764 | $45,307,184 | $44,763,712 | -$543,472 | -1.20% | |
| Lpl Financial Llc | 0.01% | 962,313 | $45,286,225 | $44,742,743 | -$543,482 | -1.20% | |
| Foundations Investment Advisors, Llc | 0.40% | 828,575 | $38,992,566 | $38,524,595 | -$467,971 | -1.20% | |
| Raymond James Financial Inc | 0.01% | 790,730 | $37,211,597 | $36,764,991 | -$446,606 | -1.20% | |
| Morgan Stanley | 0.00% | 639,696 | $30,103,966 | $29,742,666 | -$361,300 | -1.20% | |
| Spinnaker Investment Group, Llc | 2.24% | 297,491 | $13,999,860 | $13,831,844 | -$168,016 | -1.20% | |
| Ubs Group Ag | 0.00% | 283,469 | $13,340,051 | $13,179,891 | -$160,160 | -1.20% | |
| Stratos Wealth Partners, Ltd. | 0.09% | 200,362 | $9,428,998 | $9,315,831 | -$113,167 | -1.20% | |
| Hofer & Associates. Inc | 3.63% | 159,481 | $7,505,161 | $7,415,069 | -$90,092 | -1.20% | |
| Royal Bank Of Canada | 0.00% | 151,707 | $7,139,000 | $7,053,617 | -$85,383 | -1.20% | |
| Saiph Capital, Llc | 2.10% | 149,132 | $7,018,122 | $6,933,892 | -$84,230 | -1.20% | |
| Goldman Sachs Group Inc | 0.00% | 127,555 | $6,002,713 | $5,930,670 | -$72,043 | -1.20% | |
| Great Lakes Retirement, Inc. | 0.44% | 104,933 | $4,938,108 | $4,878,860 | -$59,248 | -1.20% | |
| Sanctuary Advisors, Llc | 0.02% | 73,045 | $3,437,476 | $3,396,227 | -$41,249 | -1.20% | |
| Arrowroot Family Office, Llc | 0.86% | 63,655 | $2,995,589 | $2,959,639 | -$35,950 | -1.20% | |
| Lineweaver Wealth Advisors, Llc | 0.34% | 60,381 | $2,841,512 | $2,807,415 | -$34,097 | -1.20% | |
| Kestra Private Wealth Services, Llc | 0.03% | 58,273 | $2,742,330 | $2,709,403 | -$32,927 | -1.20% | |
| Journey Advisory Group, Llc | 0.20% | 56,367 | $2,652,620 | $2,620,784 | -$31,836 | -1.20% | |
| Assetmark, Inc | 0.00% | 50,964 | $2,398,356 | $2,369,571 | -$28,785 | -1.20% | |
| Janney Montgomery Scott Llc | 0.00% | 38,390 | $1,807,000 | $1,784,943 | -$22,057 | -1.22% | |
| Wealthcare Advisory Partners Llc | 0.03% | 36,252 | $1,706,000 | $1,685,537 | -$20,463 | -1.20% | |
| Global Assets Advisory, Llc | 0.35% | 34,267 | $1,605,423 | $1,593,244 | -$12,179 | -0.76% | |
| Ashton Thomas Private Wealth, Llc | 0.03% | 33,496 | $1,576,311 | $1,557,397 | -$18,914 | -1.20% | |
| Integrated Wealth Concepts Llc | 0.01% | 31,186 | $1,467,591 | $1,449,993 | -$17,598 | -1.20% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.57% | 28,923 | $1,361,127 | $1,344,775 | -$16,352 | -1.20% | |
| Focus Financial Network, Inc. | 0.04% | 28,518 | $1,342,044 | $1,325,944 | -$16,100 | -1.20% | |
| Independent Wealth Network Inc. | 0.34% | 28,469 | $1,339,753 | $1,323,666 | -$16,087 | -1.20% | |
| Oaktrust Wealth Advisors, Llc | 1.11% | 27,474 | $1,292,921 | $1,277,404 | -$15,517 | -1.20% | |
| Western Wealth Management, Llc | 0.04% | 26,124 | $1,229,390 | $1,214,635 | -$14,755 | -1.20% | |
| Clearwater Capital Advisors, Llc | 0.09% | 25,267 | $1,189,060 | $1,174,789 | -$14,271 | -1.20% | |
| Cetera Investment Advisers | 0.00% | 21,846 | $1,028,087 | $1,015,730 | -$12,357 | -1.20% | |
| Paragon Capital Management Inc | 0.74% | 21,051 | $990,656 | $978,766 | -$11,890 | -1.20% | |
| Captrust Financial Advisors | 0.00% | 20,359 | $958,076 | $946,592 | -$11,484 | -1.20% | |
| Envestnet Asset Management Inc | 0.00% | 19,558 | $920,376 | $909,349 | -$11,027 | -1.20% | |
| Essex Financial Services, Inc. | 0.04% | 17,599 | $828,215 | $818,266 | -$9,949 | -1.20% | |
| Proficio Capital Partners Llc | 0.03% | 17,496 | $823,358 | $813,477 | -$9,881 | -1.20% | |
| Rockefeller Capital Management L.P. | 0.00% | 16,613 | $781,804 | $772,421 | -$9,383 | -1.20% | |
| Private Advisor Group, Llc | 0.00% | 15,983 | $752,175 | $743,130 | -$9,045 | -1.20% | |
| Exencial Wealth Advisors, Llc | 0.02% | 14,236 | $670,955 | $661,903 | -$9,052 | -1.35% | |
| Greatmark Investment Partners, Inc. | 0.07% | 13,500 | $635,307 | $627,683 | -$7,625 | -1.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,492 | $587,870 | $580,816 | -$7,054 | -1.20% | |
| Savant Capital, Llc | 0.00% | 10,017 | $468,830 | $465,740 | -$3,090 | -0.66% | |
| Visionary Horizons, Llc | 0.17% | 8,408 | $395,679 | $390,930 | -$4,749 | -1.20% | |
| Osaic Holdings, Inc. | 0.00% | 8,040 | $378,402 | $373,820 | -$4,582 | -1.21% | |
| Belpointe Asset Management Llc | 0.01% | 8,016 | $377,268 | $372,704 | -$4,564 | -1.21% | |
| Brookwood Investment Group Llc | 0.04% | 7,137 | $335,866 | $331,835 | -$4,031 | -1.20% | |
| Xy Planning Network, Inc. | 0.04% | 7,094 | $333,842 | $329,836 | -$4,006 | -1.20% | |
| Trilogy Capital Inc. | 0.01% | 5,759 | $271,007 | $267,765 | -$3,242 | -1.20% | |
| Kestra Advisory Services, Llc | 0.00% | 5,511 | $259,368 | $256,234 | -$3,134 | -1.21% | |
| Fifth Third Bancorp | 0.00% | 5,481 | $257,935 | $254,839 | -$3,096 | -1.20% |
Frequently asked questions about STOT
Who owns the most STOT stock?
The largest holders of STOT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR DL SHRT DURATION TR ETF (STOT).
Is STOT widely held by superinvestors?
Many widely followed stocks like STOT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly STOT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.