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State Street Ultra Short Term Bond ETF

76 hedge funds and large institutions have $205M invested in State Street Ultra Short Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 8576 (-9)

16.39% less ownership

Funds ownership: 71.67%55.27% (-16%)

34% less capital invested

Capital invested by funds: $312M → $205M (-$107M)

41% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 34

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
76
Holders Change
-9
Holders Change %
-10.59%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
10
Increased
20
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$351K -$19.1K -479 -5%
RPCONE
52
Retirement Planning Company of New England
Rhode Island
$330K +$759 +19 +0.2%
WAM
53
Worth Asset Management
Texas
$306K -$35K -875 -10%
WWM
54
Western Wealth Management
Colorado
$302K +$40 +1 +0%
MSFS
55
Main Street Financial Solutions
Pennsylvania
$299K -$101K -2,525 -25%
WAS
56
Winch Advisory Services
Wisconsin
$292K +$21.4K +536 +8%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$276K -$23.9K -597 -8%
SWMG
58
Signature Wealth Management Group
Georgia
$268K -$34K -851 -11%
FAIM
59
Financial Advocates Investment Management
Washington
$267K -$289K -7,230 -52%
ETIA
60
Epic Trust Investment Advisors
Washington
$265K -$184K -4,599 -41%
CWM
61
Congress Wealth Management
Massachusetts
$244K +$245K +6,134 New
TC
62
Trilogy Capital
California
$243K +$244K +6,100 New
SWP
63
Stratos Wealth Partners
Ohio
$239K
CCM
64
Coldstream Capital Management
Washington
$228K +$229K +5,737 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$208K
RPC
66
Rossmore Private Capital
Connecticut
$206K -$55.9K -1,400 -21%
HSA
67
HBK Sorce Advisory
Pennsylvania
$204K
SBL
68
Sargent Bickham Lagudis
Colorado
$89K
PTC
69
Private Trust Company
Ohio
$72K +$72.7K +1,818 New
BWA
70
BDO Wealth Advisors
Florida
$35K +$40 +1 +0.1%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$19K -$7.59K -190 -28%
TCWM
72
Total Clarity Wealth Management
Illinois
$10K +$9.99K +250 New
IAMOG
73
Investors Asset Management of Georgia
Georgia
$5K +$4.72K +118 New
JFA
74
JNBA Financial Advisors
Minnesota
$4K
SWM
75
Spire Wealth Management
Virginia
$3K