SPDR DL SHRT DURATION TR ETF (STOT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $252.86M in STOT holdings during the latest filing period.
Foundations Investment Advisors, Llc is currently the largest disclosed institutional shareholder of STOT tracked by InsiderSet, reporting ownership valued at approximately $34.90M in its March 31, 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 $34.76M, representing an estimated loss of -0.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed STOT value among the investors covered in this analysis. Major shareholders include Foundations Investment Advisors, Llc, Bank Of America Corp, Lpl Financial 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
67
Total Reported Value
$252.86M
Largest Holder
Foundations Investment Advisors, Llc
Largest Position
$34.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Foundations Investment Advisors, Llc | 0.43% | 740,512 | $34,900,318 | $34,755,931 | -$144,387 | -0.41% | |
| Bank Of America Corp | 0.00% | 690,736 | $32,554,374 | $32,419,694 | -$134,680 | -0.41% | |
| Lpl Financial Llc | 0.01% | 602,118 | $28,377,840 | $28,260,408 | -$117,432 | -0.41% | |
| Raymond James Financial Inc | 0.01% | 591,872 | $27,894,944 | $27,779,512 | -$115,432 | -0.41% | |
| Spinnaker Investment Group, Llc | 5.22% | 543,494 | $25,614,895 | $25,508,891 | -$106,004 | -0.41% | |
| Morgan Stanley | 0.00% | 461,184 | $21,735,604 | $21,645,671 | -$89,933 | -0.41% | |
| Ubs Group Ag | 0.00% | 276,896 | $13,050,108 | $12,996,114 | -$53,994 | -0.41% | |
| Hofer & Associates. Inc | 3.89% | 153,753 | $7,246,389 | $7,216,397 | -$29,992 | -0.41% | |
| Saiph Capital, Llc | 2.62% | 146,822 | $6,919,721 | $6,891,091 | -$28,630 | -0.41% | |
| Royal Bank Of Canada | 0.00% | 125,382 | $5,909,000 | $5,884,804 | -$24,196 | -0.41% | |
| Arrowroot Family Office, Llc | 1.76% | 102,097 | $4,827,150 | $4,791,923 | -$35,227 | -0.73% | |
| Great Lakes Retirement, Inc. | 0.48% | 98,815 | $4,657,164 | $4,637,882 | -$19,282 | -0.41% | |
| Sanctuary Advisors, Llc | 0.02% | 71,976 | $3,392,222 | $3,378,194 | -$14,028 | -0.41% | |
| Lineweaver Wealth Advisors, Llc | 0.37% | 57,901 | $2,728,880 | $2,717,583 | -$11,297 | -0.41% | |
| Journey Advisory Group, Llc | 0.23% | 56,141 | $2,645,925 | $2,634,978 | -$10,947 | -0.41% | |
| Citadel Advisors Llc | 0.00% | 54,317 | $2,559,960 | $2,549,368 | -$10,592 | -0.41% | |
| Assetmark, Inc | 0.00% | 51,193 | $2,412,726 | $2,402,743 | -$9,983 | -0.41% | |
| Wealthcare Advisory Partners Llc | 0.04% | 39,892 | $1,880,110 | $1,872,331 | -$7,779 | -0.41% | |
| Susquehanna International Group, Llp | 0.00% | 35,213 | $1,659,589 | $1,652,722 | -$6,867 | -0.41% | |
| Rockefeller Capital Management L.P. | 0.00% | 34,026 | $1,603,647 | $1,597,010 | -$6,637 | -0.41% | |
| Envestnet Asset Management Inc | 0.00% | 32,955 | $1,553,177 | $1,546,743 | -$6,434 | -0.41% | |
| Hightower Advisors, Llc | 0.00% | 30,699 | $1,446,912 | $1,440,858 | -$6,054 | -0.42% | |
| Focus Financial Network, Inc. | 0.05% | 29,588 | $1,394,463 | $1,388,713 | -$5,750 | -0.41% | |
| Integrated Wealth Concepts Llc | 0.01% | 28,601 | $1,347,938 | $1,342,388 | -$5,550 | -0.41% | |
| Independent Wealth Network Inc. | 0.37% | 26,186 | $1,234,159 | $1,229,040 | -$5,119 | -0.41% | |
| Clearwater Capital Advisors, Llc | 0.09% | 23,000 | $1,083,990 | $1,079,505 | -$4,485 | -0.41% | |
| Paragon Capital Management Inc | 0.85% | 21,382 | $1,007,734 | $1,003,564 | -$4,170 | -0.41% | |
| Captrust Financial Advisors | 0.00% | 20,509 | $966,608 | $962,590 | -$4,018 | -0.42% | |
| Cetera Investment Advisers | 0.00% | 17,798 | $838,842 | $835,349 | -$3,493 | -0.42% | |
| Proficio Capital Partners Llc | 0.04% | 17,727 | $835,474 | $832,017 | -$3,457 | -0.41% | |
| Jane Street Group, Llc | 0.00% | 15,516 | $731,269 | $728,243 | -$3,026 | -0.41% | |
| Greatmark Investment Partners, Inc. | 0.08% | 15,000 | $706,950 | $704,025 | -$2,925 | -0.41% | |
| Essex Financial Services, Inc. | 0.04% | 14,846 | $699,707 | $696,797 | -$2,910 | -0.42% | |
| Private Advisor Group, Llc | 0.00% | 14,655 | $690,707 | $687,832 | -$2,875 | -0.42% | |
| Exencial Wealth Advisors, Llc | 0.02% | 14,236 | $670,955 | $668,167 | -$2,788 | -0.42% | |
| Belpointe Asset Management Llc | 0.02% | 13,954 | $657,693 | $654,931 | -$2,762 | -0.42% | |
| Stifel Financial Corp | 0.00% | 13,358 | $629,561 | $626,958 | -$2,603 | -0.41% | |
| Brookwood Investment Group Llc | 0.04% | 7,360 | $346,877 | $345,442 | -$1,435 | -0.41% | |
| Xy Planning Network, Inc. | 0.05% | 6,562 | $308,153 | $307,987 | -$166 | -0.05% | |
| Trilogy Capital Inc. | 0.01% | 5,743 | $270,672 | $269,548 | -$1,124 | -0.42% | |
| Smith Partners Wealth Management, Llc | 0.22% | 5,291 | $249,365 | $248,333 | -$1,032 | -0.41% | |
| Koss-Olinger Consulting, Llc | 0.02% | 5,117 | $241,164 | $240,166 | -$998 | -0.41% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | 4,840 | $228,099 | $227,165 | -$934 | -0.41% | |
| Financial Strategies Group, Inc. | 0.04% | 4,795 | $226,420 | $225,053 | -$1,367 | -0.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,765 | $224,560 | $223,645 | -$915 | -0.41% | |
| Glen Eagle Advisors, Llc | 0.03% | 4,635 | $218,464 | $217,544 | -$920 | -0.42% | |
| Root Financial Partners, Llc | 0.01% | 4,547 | $214,300 | $213,413 | -$887 | -0.41% | |
| Larson Financial Group Llc | 0.01% | 4,468 | $210,558 | $209,706 | -$852 | -0.40% | |
| Merit Financial Group, Llc | 0.00% | 4,299 | $202,606 | $201,774 | -$832 | -0.41% | |
| Western Wealth Management, Llc | 0.01% | 4,154 | $195,775 | $194,968 | -$807 | -0.41% |
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.