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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $519M invested in SPDR SSGA Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
110
Holders Change
-7
Holders Change %
-5.98%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
48
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$127M
2
PWM
2
PTM Wealth Management
United States
$24.7M
3
AC
3
Avestar Capital
New York
$29.7M
4
LPL Financial
4
LPL Financial
California
$72.1M
5
Bank of America
5
Bank of America
North Carolina
$11.1M

Top Sellers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$0
2
BFG
2
Bouchey Financial Group
New York
$292K
3
OWA
3
ORBA Wealth Advisors
Illinois
$4.81M
4
HI
4
Harbour Investments
Wisconsin
$423K
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$127M 3,127,666 +1,423,045 +83%
GI
2
Gradient Investments
Minnesota
$73.1M 1,796,931 -50,331 -3%
LPL Financial
3
LPL Financial
California
$72.1M 1,772,072 +77,063 +5%
AC
4
Avestar Capital
New York
$29.7M 730,046 +84,203 +13%
Morgan Stanley
5
Morgan Stanley
New York
$27M 662,895 +20,858 +3%
PWM
6
PTM Wealth Management
United States
$24.7M 609,771 +434,896 +249%
BW
7
BIP Wealth
Georgia
$21.9M 539,553 +594 +0.1%
Bank of America
8
Bank of America
North Carolina
$11.1M 273,743 +72,900 +36%
Raymond James Financial
9
Raymond James Financial
Florida
$10.1M 249,081 -48,272 -16%
IC
10
IEQ Capital
California
$9.7M 238,582 -13,836 -5%
DK
11
David Kennon
Florida
$8.58M 210,905 +1,928 +0.9%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$6.83M 168,763 -16,662 -9%
AQR Capital Management
13
AQR Capital Management
Connecticut
$6.03M 148,419 +42,435 +40%
AI
14
Auour Investments
Massachusetts
$5.26M 129,353 -1,391 -1%
VCP
15
Verus Capital Partners
Arizona
$5.03M 123,825 +794 +0.6%
OWA
16
ORBA Wealth Advisors
Illinois
$4.81M 118,265 -88,835 -43%
BFA
17
Brown Financial Advisors
Ohio
$4.03M 99,048 -20,803 -17%
MSAM
18
Moloney Securities Asset Management
Missouri
$3.68M 90,391 +3,323 +4%
Jane Street
19
Jane Street
New York
$3.21M 78,904 +61,333 +349%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.12M 76,785 -5,176 -6%
UBS Group
21
UBS Group
Switzerland
$2.63M 64,655 -4,470 -6%
FTUS
22
Flow Traders U.S.
New York
$2.45M 60,301 +60,301 New
KDA
23
Kraft Davis & Associates
Missouri
$2.36M 58,160 +47,172 +429%
HF
24
HRT Financial
New York
$2.29M 56,442 +56,442 New
CFG
25
Copley Financial Group
California
$2.01M 49,348 -3,816 -7%
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