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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

92 hedge funds and large institutions have $443M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
29
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$34.2M
2
CWM
2
Congress Wealth Management
Massachusetts
$13.4M
3
GI
3
Gradient Investments
Minnesota
$41.3M
4
SMM
4
Stadion Money Management
Georgia
$11.6M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.04M
2
EFG
2
Everhart Financial Group
Ohio
$1.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M
4
BFG
4
Bouchey Financial Group
New York
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
26
Tidal Investments
Wisconsin
$2.61M 64,709 -51,177 -44%
PIA
27
Perennial Investment Advisors
California
$2.16M 53,538 +4,426 +9%
AWM
28
Ameliora Wealth Management
Switzerland
$2.01M 49,984 -1,937 -4%
PWA
29
Provenance Wealth Advisors
Florida
$1.65M 40,972 +40,972 New
CA
30
CGN Advisors
Kansas
$1.52M 37,642 +814 +2%
PAM
31
PVG Asset Management
Colorado
$1.51M 37,494 -66,926 -64%
LWMG
32
Levy Wealth Management Group
Pennsylvania
$1.5M 37,134 -3,677 -9%
EWM
33
Elmwood Wealth Management
California
$1.47M 36,408 -39,642 -52%
FAIM
34
Financial Advocates Investment Management
Washington
$1.46M 36,160 -4,245 -11%
EIA
35
Eldridge Investment Advisors
New Hampshire
$1.45M 36,100 +16,300 +82%
EFG
36
Everhart Financial Group
Ohio
$1.3M 32,184 -182,237 -85%
AWA
37
Arete Wealth Advisors
Illinois
$1.19M 29,593 +29,593 New
SWP
38
Stratos Wealth Partners
Ohio
$1.17M 29,058 +29,058 New
FT
39
Fiduciary Trust
Massachusetts
$1.16M 28,840 – –
AWM
40
AE Wealth Management
Kansas
$1.09M 27,189 -5,642 -17%
AWA
41
Authentikos Wealth Advisory
California
$983K 24,415 -2,409 -9%
NA
42
NewEdge Advisors
Louisiana
$899K 22,335 -11,697 -34%
GIA
43
Gladstone Institutional Advisory
Florida
$891K 22,133 -288 -1%
FGA
44
Fortis Group Advisors
New Jersey
$804K 19,980 +4,334 +28%
MML Investors Services
45
MML Investors Services
Massachusetts
$786K 19,516 -2,612 -12%
AAS
46
Avantax Advisory Services
Texas
$764K 18,974 -2,305 -11%
DWM
47
Destination Wealth Management
California
$732K 18,176 +10 +0.1%
HPC
48
Hobart Private Capital
North Carolina
$687K 17,071 -1,251 -7%
WWM
49
Western Wealth Management
Colorado
$667K 16,561 +5,045 +44%
PTC
50
Private Trust Company
Ohio
$608K 15,087 +85 +0.6%
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