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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

93 hedge funds and large institutions have $378M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
23
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$25.8M
2
DK
2
David Kennon
Florida
$22.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$28.8M
4
IWM
4
IHT Wealth Management
Illinois
$15.6M
5
Bank of America
5
Bank of America
North Carolina
$21.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.5M
2
B
2
Bensler
Washington
$0
3
T
3
TRUADVICE
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
RCS
26
Retirement Capital Strategies
California
$3.12M 77,437 -7,745 -9%
MSAM
27
Moloney Securities Asset Management
Missouri
$3.12M 77,410 +4,635 +6%
PAG
28
Private Advisor Group
New Jersey
$3.04M 75,520 +52,452 +227%
EWM
29
Elmwood Wealth Management
California
$2.72M 67,500 +4,223 +7%
PIA
30
Perennial Investment Advisors
California
$2.44M 60,569 +60,569 New
AWM
31
Ameliora Wealth Management
Switzerland
$2.09M 51,921 -3,146 -6%
AWM
32
Apollon Wealth Management
South Carolina
$2M 49,786 +31,757 +176%
Jane Street
33
Jane Street
New York
$1.89M 47,009 +47,009 New
LWMG
34
Levy Wealth Management Group
Pennsylvania
$1.82M 45,235 -680 -1%
Citadel Advisors
35
Citadel Advisors
Florida
$1.68M 41,795 +41,795 New
WWM
36
WT Wealth Management
Arizona
$1.67M 41,449 +41,449 New
CA
37
CGN Advisors
Kansas
$1.61M 40,014 -1,006 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$1.5M 37,334 -427,631 -92%
FT
39
Fiduciary Trust
Massachusetts
$1.23M 30,675 – –
ARC
40
Advisor Resource Council
Texas
$1.22M 30,444 +30,444 New
ATPW
41
Ashton Thomas Private Wealth
Arizona
$1.19M 29,559 -49,229 -62%
LCWP
42
Legacy Capital Wealth Partners
Arkansas
$1.06M 26,386 +26,386 New
GIA
43
Gladstone Institutional Advisory
Florida
$1.02M 25,248 -517 -2%
AAS
44
Avantax Advisory Services
Texas
$993K 24,663 -30,198 -55%
AWM
45
AE Wealth Management
Kansas
$932K 23,156 +9,682 +72%
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
$911K 22,628 -1,856 -8%
MFG
47
Merit Financial Group
Georgia
$833K 20,707 -3,200 -13%
FGA
48
Fortis Group Advisors
New Jersey
$795K 19,747 +19,747 New
MML Investors Services
49
MML Investors Services
Massachusetts
$770K 19,138 -1,263 -6%
DWM
50
Destination Wealth Management
California
$731K 18,166 – –
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