ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

111 hedge funds and large institutions have $525M invested in SPDR SSGA Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.49%
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
48
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$57.9M
2
PWM
PTM Wealth Management
United States
+$17.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.26M
4
AC
Avestar Capital
New York
+$3.42M
5
LPL Financial
LPL Financial
California
+$3.13M

Top Sellers

1
TPWA
TRUE Private Wealth Advisors
Oregon
-$17.3M
2
BFG
Bouchey Financial Group
New York
-$6.95M
3
OWA
ORBA Wealth Advisors
Illinois
-$3.61M
4
HI
Harbour Investments
Wisconsin
-$3.25M
5
ARC
Advisor Resource Council
Texas
-$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Copley Financial Group
California
$2.01M -$155K -3,816 -7%
BWMG
27
Barnes Wealth Management Group
California
$2M +$453K +11,148 +29%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$1.61M +39,637 +475%
EWM
29
Elmwood Wealth Management
California
$1.89M +$52.8K +1,299 +3%
GVCM
30
Global View Capital Management
Wisconsin
$1.77M +$395K +9,711 +29%
Citadel Advisors
31
Citadel Advisors
Florida
$1.76M +$1.76M +43,284 New
ZI
32
ZEGA Investments
Florida
$1.7M +$451K +11,089 +36%
MFS
33
Mattson Financial Services
Michigan
$1.52M -$161K -3,971 -10%
NGA
34
Naples Global Advisors
Florida
$1.43M -$352K -8,650 -20%
CWM
35
Congress Wealth Management
Massachusetts
$1.43M -$612K -15,051 -30%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.39M +$406K +9,989 +41%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.24M +$99.1K +2,437 +9%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.24M +$10.7K +264 +0.9%
VA
39
Valmark Advisers
Ohio
$1.2M +$514K +12,640 +75%
PW
40
Paladin Wealth
Minnesota
$1.19M -$79.7K -1,960 -6%
CA
41
CGN Advisors
Kansas
$1.18M +$55K +1,352 +5%
AWA
42
Authentikos Wealth Advisory
California
$1.18M +$718K +17,649 +156%
FT
43
Fiduciary Trust
Massachusetts
$1.17M – – –
AWM
44
Ameliora Wealth Management
Switzerland
$1.13M – – –
FAIM
45
Financial Advocates Investment Management
Washington
$1.09M -$83.4K -2,052 -7%
CBT
46
Crews Bank & Trust
Florida
$957K +$12.4K +305 +1%
EH
47
Equitable Holdings
New York
$922K +$169K +4,145 +22%
SIC
48
Salem Investment Counselors
North Carolina
$830K -$59K -1,450 -7%
SWP
49
Stratos Wealth Partners
Ohio
$824K +$250K +6,142 +43%
CWMS
50
Cannon Wealth Management Services
North Carolina
$752K +$167K +4,111 +29%
1
2
3 4 5