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State Street Ultra Short Term Bond ETF

105 hedge funds and large institutions have $459M invested in State Street Ultra Short Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $456M → $459M (+$3.04M)

0.55% less ownership

Funds ownership: 73.33%72.78% (-0.55%)

4% less funds holding

Funds holding: 109105 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
40
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
51
OakTrust Wealth Advisors
Connecticut
$673K +$123K +3,025 +22%
FTS
52
Fifth Third Securities
Ohio
$631K +$41.7K +1,029 +7%
OC
53
Oppenheimer & Co
New York
$618K +$14K +345 +2%
PIA
54
Perennial Investment Advisors
California
$568K +$3.16K +78 +0.6%
CF
55
Centaurus Financial
California
$558K -$1.5K -37 -0.3%
WWM
56
Western Wealth Management
Colorado
$539K
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$516K +$125K +3,085 +32%
ML
58
McAdam LLC
Pennsylvania
$490K +$27.8K +685 +6%
Stifel Financial
59
Stifel Financial
Missouri
$487K +$25K +616 +5%
PIM
60
Penobscot Investment Management
Massachusetts
$474K
HI
61
Harbour Investments
Wisconsin
$468K +$224K +5,518 +92%
NA
62
NewEdge Advisors
Louisiana
$459K +$126K +3,099 +38%
IFG
63
Independent Financial Group
California
$457K -$89.2K -2,200 -16%
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$454K +$324 +8 +0.1%
PWMG
65
Prestige Wealth Management Group
New Jersey
$450K +$2.92K +72 +0.7%
GSWM
66
Golden State Wealth Management
California
$437K -$139K -3,434 -24%
GIA
67
Gladstone Institutional Advisory
Florida
$430K +$25.3K +624 +6%
SC
68
Savant Capital
Illinois
$417K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$415K +$415K +10,242 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$414K -$41.7K -1,028 -9%
TC
71
Trilogy Capital
California
$408K +$16.2K +400 +4%
CPW
72
Catalyst Private Wealth
California
$405K
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$395K +$93.5K +2,307 +31%
DWM
74
Destination Wealth Management
California
$393K -$3.2K -79 -0.8%
CWMGP
75
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$391K -$17.7K -436 -4%

ULST Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q1 2026, worth a combined $459M — up 0.67% from $456M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ULST and 12 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 40 added.

The largest buyer was Stablepoint Partners, opening a new position worth an estimated $8.74M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.2M sold.

  • 105 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q1 2026, down from 109 in Q4 2025.
  • Funds reported $459M of State Street Ultra Short Term Bond ETF stock for Q1 2026, up 0.67% quarter-over-quarter.
  • 12 funds opened new State Street Ultra Short Term Bond ETF positions in Q1 2026 and 14 closed out, a net change of -2 holders.
  • The largest State Street Ultra Short Term Bond ETF buyer in Q1 2026 was Stablepoint Partners, an estimated $8.74M added.
  • The largest State Street Ultra Short Term Bond ETF seller in Q1 2026 was Citadel Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2026.