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State Street Ultra Short Term Bond ETF

120 hedge funds and large institutions have $471M invested in State Street Ultra Short Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more capital invested

Capital invested by funds: $411M → $471M (+$59.8M)

8% more funds holding

Funds holding: 111120 (+9)

3.3% more ownership

Funds ownership: 76.85%80.15% (+3.3%)

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
54
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
26
Verus Capital Partners
Arizona
$2.5M +$103K +2,541 +4%
CFG
27
Copley Financial Group
California
$2.16M -$309K -7,621 -13%
CWM
28
Congress Wealth Management
Massachusetts
$2.04M -$65.8K -1,625 -3%
EWM
29
Elmwood Wealth Management
California
$1.84M +$246K +6,077 +16%
NGA
30
Naples Global Advisors
Florida
$1.78M
MFS
31
Mattson Financial Services
Michigan
$1.68M -$127K -3,147 -7%
PAG
32
Private Advisor Group
New Jersey
$1.66M +$99K +2,444 +6%
BWMG
33
Barnes Wealth Management Group
California
$1.55M +$158K +3,905 +11%
SA
34
Sanctuary Advisors
Indiana
$1.41M +$6.08K +150 +0.4%
GVCM
35
Global View Capital Management
Wisconsin
$1.37M +$461K +11,385 +51%
PW
36
Paladin Wealth
Minnesota
$1.27M +$27.6K +681 +2%
ZI
37
ZEGA Investments
Florida
$1.25M +$877K +21,639 +238%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.23M -$8.75K -216 -0.7%
EIA
39
Eldridge Investment Advisors
New Hampshire
$1.17M +$67.2K +1,658 +6%
FT
40
Fiduciary Trust
Massachusetts
$1.17M
FAIM
41
Financial Advocates Investment Management
Washington
$1.17M -$149K -3,671 -11%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.15M +$32K +791 +3%
AWM
43
Ameliora Wealth Management
Switzerland
$1.13M
CA
44
CGN Advisors
Kansas
$1.13M -$105K -2,584 -9%
MML Investors Services
45
MML Investors Services
Massachusetts
$981K +$31K +766 +3%
CBT
46
Crews Bank & Trust
Florida
$944K -$60.4K -1,490 -6%
SIC
47
Salem Investment Counselors
North Carolina
$889K -$24.3K -600 -3%
AWA
48
Authentikos Wealth Advisory
California
$812K +$575K +14,183 +245%
EH
49
Equitable Holdings
New York
$754K +$197K +4,857 +35%
WWM
50
Western Wealth Management
Colorado
$725K +$52.8K +1,303 +8%