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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

62 hedge funds and large institutions have $205M invested in SPDR SSGA Ultra Short Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
21
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$9.34M
2
Morgan Stanley
2
Morgan Stanley
New York
$71.8M
3
CL
3
COWA LLC
Oklahoma
$10.4M
4
AIA
4
Angeles Investment Advisors
California
$4.76M
5
CI
5
CX Institutional
Indiana
$3.42M

Top Sellers

1
MGIA
1
Matthew Goff Investment Advisor
Texas
$1.95M
2
CA
2
Continuum Advisory
Idaho
$1.1M
3
LPL Financial
3
LPL Financial
California
$11.1M
4
GEA
4
Glen Eagle Advisors
New Jersey
$2.3M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Continuum Advisory
Idaho
$1.1M -$3.37M -83,359 -75%
ACP
27
Aveo Capital Partners
Colorado
$1.07M +$283K +6,993 +36%
FFC
28
Fure Financial Corporation
Minnesota
$857K -$75.4K -1,865 -8%
PIM
29
Penobscot Investment Management
Massachusetts
$784K -$6.07K -150 -0.8%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$753K +$1.01K +25 +0.1%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$706K +$15K +370 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$674K – – –
FAIM
33
Financial Advocates Investment Management
Washington
$661K +$661K +16,349 New
SCM
34
SOL Capital Management
Maryland
$655K – – –
MSAM
35
Moloney Securities Asset Management
Missouri
$651K +$331K +8,173 +103%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$589K +$58.7K +1,450 +11%
HSA
37
HBK Sorce Advisory
Pennsylvania
$516K -$411K -10,162 -44%
JAG
38
Journey Advisory Group
Kentucky
$482K +$235K +5,815 +95%
MIAN
39
Mariner Independent Advisor Network
Kansas
$426K +$426K +10,546 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$421K -$32.9K -813 -7%
MML Investors Services
41
MML Investors Services
Massachusetts
$421K -$19.9K -492 -5%
CPW
42
Catalyst Private Wealth
California
$405K – – –
SWMG
43
Signature Wealth Management Group
Georgia
$319K -$8.3K -205 -3%
WAS
44
Winch Advisory Services
Wisconsin
$310K +$25.3K +626 +9%
IWC
45
Integrated Wealth Concepts
Massachusetts
$298K -$10.8K -267 -4%
RPC
46
Rossmore Private Capital
Connecticut
$274K -$46.6K -1,150 -15%
PAG
47
Private Advisor Group
New Jersey
$215K -$62.4K -1,543 -23%
FSG
48
Financial Strategies Group
Michigan
$201K – – –
MFA
49
McClarren Financial Advisors
Pennsylvania
$93K -$684 -17 -0.7%
SBL
50
Sargent Bickham Lagudis
Colorado
$91K – – –
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2
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