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State Street Ultra Short Term Bond ETF

105 hedge funds and large institutions have $459M invested in State Street Ultra Short Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $456M → $459M (+$3.04M)

0.55% less ownership

Funds ownership: 73.33%72.78% (-0.55%)

4% less funds holding

Funds holding: 109105 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
40
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$160M +$5.97M +147,278 +4%
LPL Financial
2
LPL Financial
California
$52.4M -$1.28M -31,481 -2%
Morgan Stanley
3
Morgan Stanley
New York
$28.1M +$3.15M +77,628 +13%
AC
4
Avestar Capital
New York
$23.9M -$1.35M -33,300 -5%
BW
5
BIP Wealth
Georgia
$23.8M +$859K +21,195 +4%
PWM
6
PTM Wealth Management
United States
$19M -$9.36M -230,949 -33%
AQR Capital Management
7
AQR Capital Management
Connecticut
$18.6M +$1.82M +44,799 +11%
Bank of America
8
Bank of America
North Carolina
$11.2M +$689K +16,998 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$11.2M +$1.02M +25,264 +10%
SP
10
Stablepoint Partners
Massachusetts
$8.74M +$8.74M +215,734 New
IC
11
IEQ Capital
California
$7.82M
ECA
12
Elevation Capital Advisory
Oregon
$7.24M +$7.24M +178,670 New
OWA
13
ORBA Wealth Advisors
Illinois
$4.98M -$2.41M -59,437 -33%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.9M -$974K -24,020 -17%
DK
15
David Kennon
Florida
$4.36M +$80.6K +1,989 +2%
NFG
16
Norris Financial Group
South Carolina
$4.3M +$1.08M +26,600 +33%
UBS Group
17
UBS Group
Switzerland
$3.58M +$396K +9,774 +12%
BFS
18
BridgePort Financial Solutions
Iowa
$3.09M -$101K -2,500 -3%
WWM
19
WT Wealth Management
Arizona
$2.9M -$1.03M -25,429 -26%
VCP
20
Verus Capital Partners
Arizona
$2.53M -$66.5K -1,640 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.45M -$85.3K -2,104 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.1M -$253K -6,242 -11%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$2.08M +$80.8K +1,994 New
BWMG
24
Barnes Wealth Management Group
California
$2.02M -$24.1K -595 -1%
CWMS
25
Cannon Wealth Management Services
North Carolina
$2.02M +$593K +14,629 +42%

ULST Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q1 2026, worth a combined $459M — up 0.67% from $456M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ULST and 12 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 40 added.

The largest buyer was Stablepoint Partners, opening a new position worth an estimated $8.74M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.2M sold.

  • 105 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q1 2026, down from 109 in Q4 2025.
  • Funds reported $459M of State Street Ultra Short Term Bond ETF stock for Q1 2026, up 0.67% quarter-over-quarter.
  • 12 funds opened new State Street Ultra Short Term Bond ETF positions in Q1 2026 and 14 closed out, a net change of -2 holders.
  • The largest State Street Ultra Short Term Bond ETF buyer in Q1 2026 was Stablepoint Partners, an estimated $8.74M added.
  • The largest State Street Ultra Short Term Bond ETF seller in Q1 2026 was Citadel Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2026.