SPDR DoubleLine Short Duration Total Return Tactical
STOT • BATS
SPDR DoubleLine Short Duration Total Return Tactical is an exchange-traded fund on BATS. As of Q3 2025, 66 institutional investors hold shares in this ETF, with total holdings valued at $177.9M. Spinnaker Investment Group, LLC is the largest holder with a position valued at $26.8M.
Overview
Overview of institutional ownership in STOT as of Q3 2025
All Institutions
- Institutions
- 66
- Value Held
- $177.9M
- Shares Held
- 3.8M
- Avg Position
- $2.7M
- Median Position
- $660.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $6.3M
- Shares Held
- 132.1K
- Avg Position
- $6.3M
- Median Position
- $6.3M
Biggest Investors
Institutions with the largest positions in STOT as of Q3 2025
| Institution | Position Value |
|---|---|
 Spinnaker Investment Group, LLC RIA/Wealth | $26.8M 5.06% of portfolio |
L LPL Financial LLC Institution | $25.7M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $18.6M 0.01% of portfolio |
 Foundations Investment Advisors, LLC RIA/Wealth | $15.2M 0.22% of portfolio |
 Journey Advisory Group, LLC RIA/Wealth | $8.2M 0.61% of portfolio |
 Saiph Capital, LLC RIA/Wealth | $7.1M 2.58% of portfolio |
H Hofer & Associates. Inc Institution | $6.8M 3.89% of portfolio |
 MORGAN STANLEY RIA/Wealth | $6.4M 0.00% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $6.3M 0.01% of portfolio |
 Arrowroot Family Office, LLC Family Office | $4.6M 1.91% of portfolio |
Net Capital Flow
Institutional buying and selling activity for STOT in Q3 2025
- Traded
- +$26.2M
- Buyers
- 29
- Sellers
- 30
- Total Bought
- +$43.8M
- Total Sold
- −$17.6M
- Avg Position
- $2.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$15.5M +326.5K shares |
Saiph Capital, LLC RIA/Wealth | +$7.1M +149.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$5.9M +124.9K shares |
V Virtu Financial LLC Institution | +$4.1M +85.8K shares |
Spinnaker Investment Group, LLC RIA/Wealth | +$3.0M +63.4K shares |
L LPL Financial LLC Institution | +$2.1M +43.4K shares |
J JANE STREET GROUP, LLC Institution | +$1.5M +30.8K shares |
 UBS Group AG Institution | +$1.4M +30.1K shares |
Arrowroot Family Office, LLC Family Office | +$899.1K +19.0K shares |
 NATURAL INVESTMENTS, LLC RIA/Wealth | +$581.8K +12.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Foundations Investment Advisors, LLC RIA/Wealth | −$3.4M −70.8K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$3.2M −67.7K shares |
 Brookwood Investment Group LLC RIA/Wealth | −$2.9M −61.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.7M −35.4K shares |
 Belpointe Asset Management LLC RIA/Wealth | −$1.1M −22.7K shares |
MORGAN STANLEY RIA/Wealth | −$985.1K −20.8K shares |
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth | −$928.6K −19.6K shares |
Journey Advisory Group, LLC RIA/Wealth | −$851.9K −18.0K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$765.2K −16.1K shares |
 MBL Wealth, LLC RIA/Wealth | −$403.7K −8.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited STOT in Q3 2025
- New Positions
- 6
- New Value
- $8.5M
- Exited Positions
- 5
- Exited Value
- $1.6M
New Positions
| Institution | Position Value |
|---|---|
Saiph Capital, LLC RIA/Wealth | $7.1M 149.7K shares |
NATURAL INVESTMENTS, LLC RIA/Wealth | $581.8K 12.3K shares |
 INTL FCSTONE INC. Institution | $552.5K 11.7K shares |
 Jaffetilchin Investment Partners, LLC RIA/Wealth | $261.6K 5.5K shares |
 ZRC WEALTH MANAGEMENT, LLC RIA/Wealth | $5.0K 106.0 shares |
 Goss Wealth Management LLC RIA/Wealth | $2.1K 44.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth | $928.6K 19.6K shares |
MBL Wealth, LLC RIA/Wealth | $403.7K 8.5K shares |
F FLOW TRADERS U.S. LLC Institution | $243.9K 5.2K shares |
 Briaud Financial Planning, Inc RIA/Wealth | $4.7K 99.0 shares |
 Transce3nd, LLC RIA/Wealth | $3.9K 82.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in STOT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with STOT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Spinnaker Investment Group, LLC RIA/Wealth | 5.06% $26.8M |
H Hofer & Associates. Inc Institution | 3.89% $6.8M |
Saiph Capital, LLC RIA/Wealth | 2.58% $7.1M |
 PARAGON CAPITAL MANAGEMENT INC RIA/Wealth | 1.92% $2.6M |
Arrowroot Family Office, LLC Family Office | 1.91% $4.6M |
Journey Advisory Group, LLC RIA/Wealth | 0.61% $8.2M |
G Great Lakes Retirement, Inc. Institution | 0.45% $4.1M |
 Lineweaver Wealth Advisors, LLC RIA/Wealth | 0.33% $2.2M |
 MSH Capital Advisors LLC RIA/Wealth | 0.29% $1.1M |
 Eldridge Investment Advisors, Inc. RIA/Wealth | 0.29% $1.3M |
Hedge Fund Spotlight
Discover hedge funds investing in STOT
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in SPDR DoubleLine Short Duration Total Return Tactical
- Market Value
- $6.3M
- Shares Held
- 132.1K
- Portfolio Weight
- 0.01%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
