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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

104 hedge funds and large institutions have $462M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
32
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$26.8M
2
GI
2
Gradient Investments
Minnesota
$58.9M
3
RJA
3
Raymond James & Associates
Florida
$11.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$45.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.6M

Top Sellers

1
CA
1
Continuum Advisory
Idaho
$1.35M
2
DK
2
David Kennon
Florida
$7.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.45M
4
SMM
4
Stadion Money Management
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
26
Perennial Investment Advisors
California
$2.66M 65,898 +12,360 +23%
ACM
27
ADAR1 Capital Management
Texas
$2.47M 61,264 +61,264 New
Osaic Holdings
28
Osaic Holdings
Arizona
$2.45M 60,658 -334,266 -85%
AWM
29
Ameliora Wealth Management
Switzerland
$2.02M 49,984 – –
EIA
30
Eldridge Investment Advisors
New Hampshire
$1.87M 46,303 +10,203 +28%
PWA
31
Provenance Wealth Advisors
Florida
$1.65M 40,972 – –
FAIM
32
Financial Advocates Investment Management
Washington
$1.4M 34,766 -1,394 -4%
CA
33
Continuum Advisory
Idaho
$1.35M 33,456 -462,155 -93%
CA
34
CGN Advisors
Kansas
$1.34M 33,205 -4,437 -12%
LWMG
35
Levy Wealth Management Group
Pennsylvania
$1.32M 32,782 -4,352 -12%
EFG
36
Everhart Financial Group
Ohio
$1.32M 32,590 +406 +1%
AWM
37
AE Wealth Management
Kansas
$1.22M 30,144 +2,955 +11%
AWA
38
Arete Wealth Advisors
Illinois
$1.2M 29,785 +192 +0.6%
FT
39
Fiduciary Trust
Massachusetts
$1.16M 28,840 – –
MML Investors Services
40
MML Investors Services
Massachusetts
$1.09M 27,058 +7,542 +39%
PAG
41
Private Advisor Group
New Jersey
$1.07M 26,456 -50,378 -66%
AAS
42
Avantax Advisory Services
Texas
$1.02M 25,297 +6,323 +33%
SWP
43
Stratos Wealth Partners
Ohio
$957K 23,704 -5,354 -18%
AWA
44
Authentikos Wealth Advisory
California
$892K 22,084 -2,331 -10%
VCP
45
Verus Capital Partners
Arizona
$865K 21,419 +10,656 +99%
OWA
46
Opal Wealth Advisors
New York
$850K 21,049 +21,049 New
FGA
47
Fortis Group Advisors
New Jersey
$804K 19,980 – –
DWM
48
Destination Wealth Management
California
$734K 18,166 -10 -0.1%
TI
49
Tidal Investments
Wisconsin
$709K 17,561 -47,148 -73%
GIA
50
Gladstone Institutional Advisory
Florida
$703K 17,419 -4,714 -21%
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