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State Street Ultra Short Term Bond ETF
ULST

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: 3 → 4 (+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: 109 → 105 (-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
–

Top Buyers

1
SP
Stablepoint Partners
Massachusetts
+$8.74M
2
ECA
Elevation Capital Advisory
Oregon
+$7.24M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.97M
4
Morgan Stanley
Morgan Stanley
New York
+$3.15M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$1.82M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$13.2M
2
PWM
PTM Wealth Management
United States
-$9.36M
3
OWA
ORBA Wealth Advisors
Illinois
-$2.41M
4
Jane Street
Jane Street
New York
-$1.57M
5
AC
Avestar Capital
New York
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Elmwood Wealth Management
California
$1.94M -$50.6K -1,249 -3%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.91M +$97.7K +2,410 +5%
GVCM
28
Global View Capital Management
Wisconsin
$1.81M +$8.07K +199 +0.4%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.65M -$404K -9,955 -20%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.41M +$1.37M +33,781 +2,932%
TPWA
31
TRUE Private Wealth Advisors
Oregon
$1.39M +$1.39M +34,406 New
AWA
32
Authentikos Wealth Advisory
California
$1.38M -$225K -5,542 -14%
SA
33
Sanctuary Advisors
Indiana
$1.27M -$153K -3,775 -11%
GSC
34
G&S Capital
Colorado
$1.26M +$662K +16,339 +110%
CA
35
CGN Advisors
Kansas
$1.26M +$113K +2,783 +10%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.25M -$152K -3,758 -11%
FT
37
Fiduciary Trust
Massachusetts
$1.17M – – –
AWM
38
Ameliora Wealth Management
Switzerland
$1.12M – – –
TA
39
TKG Advisors
Indiana
$1.07M +$573K +14,129 +115%
EH
40
Equitable Holdings
New York
$1.06M +$117K +2,895 +12%
VA
41
Valmark Advisers
Ohio
$1.05M -$27.5K -679 -3%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1M +$1M +24,700 New
FTUS
43
Flow Traders U.S.
New York
$997K -$1.31M -32,287 -57%
SWP
44
Stratos Wealth Partners
Ohio
$980K +$255K +6,292 +35%
CBT
45
Crews Bank & Trust
Florida
$883K – – –
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$854K +$171K +4,208 +25%
NGA
47
Naples Global Advisors
Florida
$844K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$826K +$79.6K +1,963 +11%
SIC
49
Salem Investment Counselors
North Carolina
$771K -$24.3K -600 -3%
KWA
50
Kingswood Wealth Advisors
California
$700K +$1.42K +35 +0.2%
1
2
3 4 5

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.