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State Street Ultra Short Term Bond ETF

111 hedge funds and large institutions have $411M invested in State Street Ultra Short Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

9% more funds holding

Funds holding: 102111 (+9)

3.38% more ownership

Funds ownership: 73.47%76.85% (+3.4%)

0% less capital invested

Capital invested by funds: $413M → $411M (-$1.85M)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
34
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
Mattson Financial Services
Michigan
$1.82M -$2.2M -54,376 -55%
NGA
27
Naples Global Advisors
Florida
$1.77M -$101K -2,500 -5%
EWM
28
Elmwood Wealth Management
California
$1.58M -$140K -3,445 -8%
PAG
29
Private Advisor Group
New Jersey
$1.55M -$15.8K -390 -1%
SA
30
Sanctuary Advisors
Indiana
$1.4M -$161K -3,965 -10%
BWMG
31
Barnes Wealth Management Group
California
$1.38M +$1.38M +34,169 New
FAIM
32
Financial Advocates Investment Management
Washington
$1.31M -$9.07K -224 -0.7%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.24M -$213K -5,252 -15%
PW
34
Paladin Wealth
Minnesota
$1.23M -$276K -6,811 -18%
CA
35
CGN Advisors
Kansas
$1.22M +$134K +3,301 +12%
FT
36
Fiduciary Trust
Massachusetts
$1.17M
AWM
37
Ameliora Wealth Management
Switzerland
$1.12M
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.11M -$9.9M -244,408 -90%
EIA
39
Eldridge Investment Advisors
New Hampshire
$1.1M -$130K -3,198 -10%
CBT
40
Crews Bank & Trust
Florida
$999K +$1M +24,720 New
MML Investors Services
41
MML Investors Services
Massachusetts
$944K -$12.9K -318 -1%
Jane Street
42
Jane Street
New York
$914K +$440K +10,855 +92%
SIC
43
Salem Investment Counselors
North Carolina
$908K +$76K +1,875 +9%
GVCM
44
Global View Capital Management
Wisconsin
$906K +$909K +22,430 New
GSWM
45
Golden State Wealth Management
California
$765K +$767K +18,930 New
SPIA
46
Steward Partners Investment Advisory
New York
$691K +$62K +1,530 +10%
WWM
47
Western Wealth Management
Colorado
$668K +$203 +5 +0%
Stifel Financial
48
Stifel Financial
Missouri
$662K -$302K -7,455 -31%
HI
49
Harbour Investments
Wisconsin
$627K -$45.1K -1,112 -7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$554K +$105K +2,581 +23%