CX Institutional’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

CX Institutional’s Portfolio ULST Stock Details ULST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$40K	Hold	985	–	–	﹤0.01%	1066
2026 Q2	$40K	Hold	985	–	–	﹤0.01%	1023
2026 Q1	$40K	Hold	985	–	–	﹤0.01%	1008
2025 Q4	$40K	Buy	985 +9	+0.9%	+$365	﹤0.01%	1008
2025 Q3	$40K	Buy	976 +4	+0.4%	+$162	﹤0.01%	977
2025 Q2	$40K	Hold	972	–	–	﹤0.01%	891
2025 Q1	$40K	Buy	+972	New	+$39.4K	﹤0.01%	869
2021 Q4	–	Sell	-70,106	Closed	-$2.84M	–	863
2021 Q3	$2.84M	Hold	70,106	–	–	0.23%	111
2021 Q2	$2.84M	Sell	70,106 -14,521	-17%	-$588K	0.23%	107
2021 Q1	$3.42M	Buy	+84,627	New	+$3.43M	0.31%	92

Other funds holding ULST

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

CPW

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

CX Institutional's ULST Position: Q3 2026 in Review

CX Institutional held its State Street Ultra Short Term Bond ETF (ULST) position steady in Q3 2026 at 985 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

CX Institutional first reported a position in ULST in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.42M in Q1 2021. 11 funds tracked by Wall St. Rank hold ULST as of Q3 2026.

CX Institutional held 985 shares of State Street Ultra Short Term Bond ETF worth $40K as of Q3 2026.
CX Institutional left its State Street Ultra Short Term Bond ETF share count unchanged in Q3 2026.
State Street Ultra Short Term Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1066 holding.
CX Institutional first reported a position in State Street Ultra Short Term Bond ETF in Q1 2021 and has held it in 10 quarters since.
CX Institutional's State Street Ultra Short Term Bond ETF position peaked at $3.42M in Q1 2021.
11 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.