Who Owns STOT?
State Street DoubleLine Short Duration Total Return Tactical ETF — Institutional Ownership & 13F Holdings
$47.20
-0.03 (-0.05%)
Market Cap
$348.2M
Shares Outstanding
8,460,799
Institutional Holders
57
Total Inst. Value
$81.0M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
16
Closed Positions
10
Increased
11
Decreased
23
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Spinnaker Investment Group, LLCNew | $25.3M | 535,361 |
| 2 | BANK OF AMERICA CORP /DE/ | $7.5M | 158,606 |
| 3 | Hofer & Associates. IncNew | $6.7M | 142,534 |
| 4 | MORGAN STANLEY | $4.8M | 102,521 |
| 5 | Proficio Capital Partners LLC | $4.8M | 102,282 |
| 6 | Great Lakes Retirement, Inc. | $3.4M | 71,510 |
| 7 | UBS Group AG | $3.1M | 66,500 |
| 8 | Focus Financial Network, Inc. | $3.0M | 63,725 |
| 9 | PARAGON CAPITAL MANAGEMENT INCNew | $2.5M | 52,042 |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.7M | 36,058 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Spinnaker Investment Group, LLCNew | +535K | $25.3M |
| BANK OF AMERICA CORP /DE/ | +56K | $7.5M |
| Hofer & Associates. IncNew | +143K | $6.7M |
| Focus Financial Network, Inc. | +106 | $3.0M |
| PARAGON CAPITAL MANAGEMENT INCNew | +52K | $2.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Proficio Capital Partners LLC | -6.2M | $4.8M |
| Virtu Financial LLC | -107K | $886K |
| HighTower Advisors, LLC | -54K | $1.3M |
| MORGAN STANLEY | -52K | $4.8M |
| Lineweaver Wealth Advisors, LLC | -27K | $2K |
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Frequently Asked Questions
How many institutional investors hold STOT?
As of Q1 2025, 57 institutional investors report holding STOT (State Street DoubleLine Short Duration Total Return Tactical ETF) in their 13F filings.
Which hedge fund owns the most STOT?
The largest institutional holder of STOT is Spinnaker Investment Group, LLC with $25.3M in shares.
Are institutions buying or selling STOT?
This quarter, 16 institutions opened new positions in STOT and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.