ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

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 %
BWMG
26
Barnes Wealth Management Group
California
$2M 49,222 +11,148 +29%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$1.95M 47,978 +39,637 +475%
EWM
28
Elmwood Wealth Management
California
$1.89M 46,563 +1,299 +3%
GVCM
29
Global View Capital Management
Wisconsin
$1.77M 43,526 +9,711 +29%
Citadel Advisors
30
Citadel Advisors
Florida
$1.76M 43,284 +43,284 New
ZI
31
ZEGA Investments
Florida
$1.7M 41,836 +11,089 +36%
MFS
32
Mattson Financial Services
Michigan
$1.52M 37,418 -3,971 -10%
NGA
33
Naples Global Advisors
Florida
$1.43M 35,250 -8,650 -20%
CWM
34
Congress Wealth Management
Massachusetts
$1.43M 35,163 -15,051 -30%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.39M 34,117 +9,989 +41%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.24M 30,607 +2,437 +9%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.24M 30,607 +264 +0.9%
VA
38
Valmark Advisers
Ohio
$1.2M 29,565 +12,640 +75%
PW
39
Paladin Wealth
Minnesota
$1.19M 29,195 -1,960 -6%
CA
40
CGN Advisors
Kansas
$1.18M 29,059 +1,352 +5%
AWA
41
Authentikos Wealth Advisory
California
$1.18M 28,930 +17,649 +156%
FT
42
Fiduciary Trust
Massachusetts
$1.17M 28,840 – –
AWM
43
Ameliora Wealth Management
Switzerland
$1.13M 27,767 – –
FAIM
44
Financial Advocates Investment Management
Washington
$1.09M 26,733 -2,052 -7%
CBT
45
Crews Bank & Trust
Florida
$957K 23,535 +305 +1%
EH
46
Equitable Holdings
New York
$922K 22,685 +4,145 +22%
SIC
47
Salem Investment Counselors
North Carolina
$830K 20,409 -1,450 -7%
SWP
48
Stratos Wealth Partners
Ohio
$824K 20,271 +6,142 +43%
CWMS
49
Cannon Wealth Management Services
North Carolina
$752K 18,498 +4,111 +29%
WWM
50
Western Wealth Management
Colorado
$726K 17,845 +3 +0%
1
2
3 4 5