We are live on ! Find out more
ULST icon

State Street Ultra Short Term Bond ETF
ULST

116 hedge funds and large institutions have $533M invested in State Street Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $471M → $533M (+$62.8M)

0.37% less ownership

Funds ownership: 80.15% → 79.78% (-0.37%)

3% less funds holding

Funds holding: 120 → 116 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
49
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$57.7M
2
PWM
PTM Wealth Management
United States
+$17.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.24M
4
AC
Avestar Capital
New York
+$3.41M
5
LPL Financial
LPL Financial
California
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
TPWA
TRUE Private Wealth Advisors
Oregon
-$17.3M
2
BFG
Bouchey Financial Group
New York
-$6.93M
3
OWA
ORBA Wealth Advisors
Illinois
-$3.6M
4
HI
Harbour Investments
Wisconsin
-$3.24M
5
ARC
Advisor Resource Council
Texas
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
KDA
26
Kraft Davis & Associates
Missouri
$2.36M +$1.91M +47,172 +429%
HF
27
HRT Financial
New York
$2.29M +$2.29M +56,442 New
CFG
28
Copley Financial Group
California
$2.01M -$155K -3,816 -7%
BWMG
29
Barnes Wealth Management Group
California
$2M +$452K +11,148 +29%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$1.61M +39,637 +475%
EWM
31
Elmwood Wealth Management
California
$1.89M +$52.7K +1,299 +3%
AWA
32
Authentikos Wealth Advisory
California
$1.79M +$972K +23,968 +120%
GVCM
33
Global View Capital Management
Wisconsin
$1.77M +$394K +9,711 +29%
Citadel Advisors
34
Citadel Advisors
Florida
$1.76M +$1.76M +43,284 New
ZI
35
ZEGA Investments
Florida
$1.7M +$450K +11,089 +36%
MFS
36
Mattson Financial Services
Michigan
$1.52M -$161K -3,971 -10%
SA
37
Sanctuary Advisors
Indiana
$1.49M +$75K +1,850 +5%
NGA
38
Naples Global Advisors
Florida
$1.43M -$351K -8,650 -20%
CWM
39
Congress Wealth Management
Massachusetts
$1.43M -$610K -15,051 -30%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.39M +$405K +9,989 +41%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.26M +$22.6K +557 +2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.24M +$98.8K +2,437 +9%
VA
43
Valmark Advisers
Ohio
$1.2M +$513K +12,640 +75%
PW
44
Paladin Wealth
Minnesota
$1.19M -$79.5K -1,960 -6%
CA
45
CGN Advisors
Kansas
$1.18M +$54.8K +1,352 +5%
FT
46
Fiduciary Trust
Massachusetts
$1.17M – – –
AWM
47
Ameliora Wealth Management
Switzerland
$1.13M – – –
FAIM
48
Financial Advocates Investment Management
Washington
$1.09M -$83.2K -2,052 -7%
CBT
49
Crews Bank & Trust
Florida
$957K +$12.4K +305 +1%
EH
50
Equitable Holdings
New York
$922K +$168K +4,145 +22%
1
2
3 4 5

ULST Hedge Fund Activity: Q2 2025 in Review

116 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q2 2025, worth a combined $533M — up 13% from $471M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ULST and 12 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 49 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $57.7M. The largest seller was TRUE Private Wealth Advisors, exiting entirely with an estimated $17.3M sold.

  • 116 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q2 2025, down from 120 in Q1 2025.
  • Funds reported $533M of State Street Ultra Short Term Bond ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 12 funds opened new State Street Ultra Short Term Bond ETF positions in Q2 2025 and 14 closed out, a net change of -2 holders.
  • The largest State Street Ultra Short Term Bond ETF buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $57.7M added.
  • The largest State Street Ultra Short Term Bond ETF seller in Q2 2025 was TRUE Private Wealth Advisors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q2 2025.