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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

92 hedge funds and large institutions have $418M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
36
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
BFG
2
Bouchey Financial Group
New York
$21.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.7M
4
WWM
4
WT Wealth Management
Arizona
$11.6M
5
GI
5
Gradient Investments
Minnesota
$28.7M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$1.37M
2
IWM
2
IHT Wealth Management
Illinois
$0
3
HI
3
Harbour Investments
Wisconsin
$393K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$895K
5
RCS
5
Retirement Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSAM
26
Moloney Securities Asset Management
Missouri
$2.84M 70,671 -6,739 -9%
AI
27
Atria Investments
North Carolina
$2.68M 66,580 +66,580 New
AWM
28
Apollon Wealth Management
South Carolina
$2.45M 60,981 +11,195 +22%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.17M 53,887 +16,553 +44%
AWM
30
Ameliora Wealth Management
Switzerland
$2.09M 51,921 – –
PIA
31
Perennial Investment Advisors
California
$1.98M 49,112 -11,457 -19%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.71M 42,474 -43,209 -50%
LWMG
33
Levy Wealth Management Group
Pennsylvania
$1.64M 40,811 -4,424 -10%
FAIM
34
Financial Advocates Investment Management
Washington
$1.63M 40,405 +33,959 +527%
KDA
35
Kraft Davis & Associates
Missouri
$1.5M 37,173 +37,173 New
CA
36
CGN Advisors
Kansas
$1.48M 36,828 -3,186 -8%
NA
37
NewEdge Advisors
Louisiana
$1.37M 34,032 -606,468 -95%
AWM
38
AE Wealth Management
Kansas
$1.32M 32,831 +9,675 +42%
Citadel Advisors
39
Citadel Advisors
Florida
$1.31M 32,577 -9,218 -22%
FT
40
Fiduciary Trust
Massachusetts
$1.16M 28,840 -1,835 -6%
ARC
41
Advisor Resource Council
Texas
$1.1M 27,430 -3,014 -10%
AWA
42
Authentikos Wealth Advisory
California
$1.08M 26,824 +18,608 +226%
GIA
43
Gladstone Institutional Advisory
Florida
$902K 22,421 -2,827 -11%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$895K 22,228 -107,376 -83%
MML Investors Services
45
MML Investors Services
Massachusetts
$891K 22,128 +2,990 +16%
AAS
46
Avantax Advisory Services
Texas
$856K 21,279 -3,384 -14%
EIA
47
Eldridge Investment Advisors
New Hampshire
$797K 19,800 +19,800 New
HPC
48
Hobart Private Capital
North Carolina
$737K 18,322 +1,071 +6%
DWM
49
Destination Wealth Management
California
$731K 18,166 – –
FGA
50
Fortis Group Advisors
New Jersey
$630K 15,646 -4,101 -21%
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