STOT Institutional Ownership & Shareholders
SPDR DL SHRT DURATION TR ETF (STOT) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $297.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $44.77M, representing an estimated loss of -1.19% 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 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
71
Total Reported Value
$297.23M
Largest Holder
Bank Of America Corp
Largest Position
$45.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
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 | $44,768,526 | -$538,658 | -1.19% | |
| Lpl Financial Llc | 0.01% | 962,313 | $45,286,225 | $44,747,555 | -$538,671 | -1.19% | |
| Foundations Investment Advisors, Llc | 0.40% | 828,575 | $38,992,566 | $38,528,738 | -$463,829 | -1.19% | |
| Raymond James Financial Inc | 0.01% | 790,730 | $37,211,597 | $36,768,945 | -$442,652 | -1.19% | |
| Morgan Stanley | 0.00% | 639,696 | $30,103,966 | $29,745,864 | -$358,102 | -1.19% | |
| Ubs Group Ag | 0.00% | 283,469 | $13,340,051 | $13,181,309 | -$158,743 | -1.19% | |
| Stratos Wealth Partners, Ltd. | 0.09% | 200,362 | $9,428,998 | $9,316,833 | -$112,165 | -1.19% | |
| Royal Bank Of Canada | 0.00% | 151,707 | $7,139,000 | $7,054,376 | -$84,625 | -1.19% | |
| Saiph Capital, Llc | 2.10% | 149,132 | $7,018,122 | $6,934,638 | -$83,484 | -1.19% | |
| Spinnaker Investment Group, Llc | 1.10% | 150,549 | $6,976,453 | $7,000,529 | +$24,076 | +0.35% | |
| Goldman Sachs Group Inc | 0.00% | 127,555 | $6,002,713 | $5,931,308 | -$71,406 | -1.19% | |
| Great Lakes Retirement, Inc. | 0.42% | 104,107 | $4,824,321 | $4,840,976 | +$16,655 | +0.35% | |
| Sanctuary Advisors, Llc | 0.02% | 73,045 | $3,437,476 | $3,396,593 | -$40,884 | -1.19% | |
| Arrowroot Family Office, Llc | 0.86% | 63,655 | $2,995,589 | $2,959,958 | -$35,632 | -1.19% | |
| Lineweaver Wealth Advisors, Llc | 0.34% | 63,594 | $2,946,964 | $2,957,121 | +$10,157 | +0.34% | |
| Journey Advisory Group, Llc | 0.20% | 56,367 | $2,652,620 | $2,621,066 | -$31,555 | -1.19% | |
| Assetmark, Inc | 0.00% | 43,665 | $2,023,436 | $2,030,423 | +$6,987 | +0.35% | |
| Wealthcare Advisory Partners Llc | 0.03% | 42,039 | $1,948,100 | $1,954,814 | +$6,714 | +0.34% | |
| Janney Montgomery Scott Llc | 0.00% | 38,390 | $1,807,000 | $1,785,135 | -$21,865 | -1.21% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.67% | 35,876 | $1,662,471 | $1,668,234 | +$5,763 | +0.35% | |
| Global Assets Advisory, Llc | 0.36% | 34,908 | $1,611,019 | $1,623,222 | +$12,203 | +0.76% | |
| Ashton Thomas Private Wealth, Llc | 0.03% | 33,496 | $1,576,311 | $1,557,564 | -$18,747 | -1.19% | |
| Integrated Wealth Concepts Llc | 0.01% | 31,186 | $1,467,591 | $1,450,149 | -$17,442 | -1.19% | |
| Independent Wealth Network Inc. | 0.35% | 30,111 | $1,395,331 | $1,400,162 | +$4,831 | +0.35% | |
| Focus Financial Network, Inc. | 0.04% | 28,159 | $1,304,872 | $1,309,394 | +$4,522 | +0.35% | |
| Oaktrust Wealth Advisors, Llc | 1.11% | 27,474 | $1,292,921 | $1,277,541 | -$15,380 | -1.19% | |
| Western Wealth Management, Llc | 0.04% | 26,124 | $1,229,390 | $1,214,766 | -$14,624 | -1.19% | |
| Clearwater Capital Advisors, Llc | 0.09% | 25,267 | $1,189,060 | $1,174,916 | -$14,145 | -1.19% | |
| Kestra Private Wealth Services, Llc | 0.01% | 23,870 | $1,106,149 | $1,109,955 | +$3,806 | +0.34% | |
| Cetera Investment Advisers | 0.00% | 21,846 | $1,028,087 | $1,015,839 | -$12,248 | -1.19% | |
| Captrust Financial Advisors | 0.00% | 20,359 | $958,076 | $946,694 | -$11,383 | -1.19% | |
| Paragon Capital Management Inc | 0.72% | 20,617 | $955,399 | $958,691 | +$3,292 | +0.34% | |
| Envestnet Asset Management Inc | 0.00% | 19,558 | $920,376 | $909,447 | -$10,929 | -1.19% | |
| Essex Financial Services, Inc. | 0.04% | 17,599 | $828,215 | $818,354 | -$9,862 | -1.19% | |
| Proficio Capital Partners Llc | 0.03% | 17,496 | $823,358 | $813,564 | -$9,794 | -1.19% | |
| Rockefeller Capital Management L.P. | 0.00% | 16,613 | $781,804 | $772,505 | -$9,300 | -1.19% | |
| Private Advisor Group, Llc | 0.00% | 15,983 | $752,175 | $743,210 | -$8,966 | -1.19% | |
| Exencial Wealth Advisors, Llc | 0.02% | 14,236 | $670,955 | $661,974 | -$8,981 | -1.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,492 | $587,870 | $580,878 | -$6,992 | -1.19% | |
| Savant Capital, Llc | 0.00% | 10,017 | $468,830 | $465,791 | -$3,040 | -0.65% | |
| Visionary Horizons, Llc | 0.16% | 8,615 | $399,256 | $400,598 | +$1,342 | +0.34% | |
| Greatmark Investment Partners, Inc. | 0.04% | 8,500 | $393,890 | $395,250 | +$1,360 | +0.35% | |
| Osaic Holdings, Inc. | 0.00% | 8,040 | $378,402 | $373,860 | -$4,542 | -1.20% | |
| Belpointe Asset Management Llc | 0.01% | 8,016 | $377,268 | $372,744 | -$4,524 | -1.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,072 | $372,926 | $375,348 | +$2,422 | +0.65% | |
| Brookwood Investment Group Llc | 0.04% | 7,137 | $335,866 | $331,871 | -$3,996 | -1.19% | |
| Xy Planning Network, Inc. | 0.04% | 7,126 | $330,219 | $331,359 | +$1,140 | +0.35% | |
| Trilogy Capital Inc. | 0.01% | 5,776 | $267,647 | $268,584 | +$937 | +0.35% | |
| Kestra Advisory Services, Llc | 0.00% | 5,511 | $259,368 | $256,262 | -$3,107 | -1.20% | |
| Fifth Third Bancorp | 0.00% | 5,481 | $257,935 | $254,867 | -$3,069 | -1.19% |
Frequently asked questions about STOT
Who are the largest institutional holders of STOT?
The largest institutional holders of STOT reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Foundations Investment Advisors, Llc, Raymond James Financial Inc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported STOT position.
What is STOT institutional ownership?
This page tracks STOT positions reported by institutional investment managers through SEC Form 13F. SPDR DL SHRT DURATION TR ETF (STOT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STOT?
InsiderSet currently tracks 71 institutional managers reporting STOT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of STOT shareholders.
How much STOT stock do institutions own?
Institutional investment managers disclosed approximately $297.23M in STOT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STOT institutional ownership last updated?
The latest STOT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional STOT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its STOT position after the reporting date.
Are institutions buying or selling STOT?
Institutional buying and selling can be analyzed by comparing STOT positions across consecutive 13F reporting periods. InsiderSet's STOT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STOT ownership changes.
How has STOT institutional ownership changed over time?
InsiderSet tracks STOT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.