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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

77 hedge funds and large institutions have $214M invested in SPDR SSGA Ultra Short Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
23
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$30M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$21M
3
CA
3
Continuum Advisory
Idaho
$15.8M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$9.77M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.57M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
ARC
2
Advisor Resource Council
Texas
$235K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.77M
4
AP
4
Advisors Preferred
Maryland
$0
5
TI
5
Tidal Investments
Wisconsin
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
CPW
51
Catalyst Private Wealth
California
$399K 10,000 – –
DWM
52
Destination Wealth Management
California
$375K 9,389 +9,389 New
APA
53
American Portfolios Advisors
New York
$315K 7,892 -966 -11%
MSFS
54
Main Street Financial Solutions
Pennsylvania
$300K 7,516 – –
WAS
55
Winch Advisory Services
Wisconsin
$294K 7,357 +33 +0.5%
WWM
56
Western Wealth Management
Colorado
$292K 7,311 -278 -4%
SWMG
57
Signature Wealth Management Group
Georgia
$268K 6,721 – –
FAIM
58
Financial Advocates Investment Management
Washington
$267K 6,699 – –
TC
59
Trilogy Capital
California
$262K 6,570 +470 +8%
ETIA
60
Epic Trust Investment Advisors
Washington
$260K 6,511 -154 -2%
ACP
61
Aveo Capital Partners
Colorado
$251K 6,293 -13,493 -68%
SWP
62
Stratos Wealth Partners
Ohio
$239K 6,000 – –
WAM
63
Worth Asset Management
Texas
$237K 5,931 -1,746 -23%
ARC
64
Advisor Resource Council
Texas
$235K 5,878 -136,824 -96%
OWA
65
Opal Wealth Advisors
New York
$228K 5,708 +5,708 New
AWM
66
AE Wealth Management
Kansas
$223K 5,586 +5,586 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$209K 5,215 – –
OMC
68
Old Mission Capital
Illinois
$207K 5,185 -14,059 -73%
RPC
69
Rossmore Private Capital
Connecticut
$206K 5,165 – –
HSA
70
HBK Sorce Advisory
Pennsylvania
$205K 5,133 – –
AWM
71
Angeles Wealth Management
California
$200K 5,000 +5,000 New
SBL
72
Sargent Bickham Lagudis
Colorado
$90K 2,244 – –
MFA
73
McClarren Financial Advisors
Pennsylvania
$48K 1,217 +1,217 New
PTC
74
Private Trust Company
Ohio
$43K 1,085 -733 -40%
BWA
75
BDO Wealth Advisors
Florida
$35K 884 +4 +0.5%
1 2
3
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