ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

80 hedge funds and large institutions have $276M invested in SPDR SSGA Ultra Short Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
28
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$18.6M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$11.6M
3
T
3
TRUADVICE
Florida
$9.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.9M
5
BFG
5
Bouchey Financial Group
New York
$5.17M

Top Sellers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$3.26M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AAS
3
Avantax Advisory Services
Texas
$2.19M
4
HI
4
Harbour Investments
Wisconsin
$8.04M
5
AIA
5
Armor Investment Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$431K 10,772 – –
HSA
52
HBK Sorce Advisory
Pennsylvania
$410K 10,266 +5,133 +100%
CPW
53
Catalyst Private Wealth
California
$400K 10,000 – –
CWMGP
54
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$380K 9,513 -2,307 -20%
B
55
Bridgeworth
Alabama
$360K 9,015 -2,685 -23%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$282K 7,055 +7,055 New
WAS
57
Winch Advisory Services
Wisconsin
$282K 7,052 -305 -4%
SWMG
58
Signature Wealth Management Group
Georgia
$269K 6,721 – –
FAIM
59
Financial Advocates Investment Management
Washington
$267K 6,674 -25 -0.4%
TC
60
Trilogy Capital
California
$263K 6,570 – –
SWM
61
Seed Wealth Management
Illinois
$240K 6,000 +6,000 New
WAM
62
Worth Asset Management
Texas
$237K 5,931 – –
CCM
63
Coldstream Capital Management
Washington
$231K 5,788 +5,788 New
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$216K 5,406 -10,232 -65%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$209K 5,215 – –
RPC
66
Rossmore Private Capital
Connecticut
$207K 5,165 – –
AWM
67
Angeles Wealth Management
California
$200K 5,000 – –
SBL
68
Sargent Bickham Lagudis
Colorado
$89.7K 2,244 – –
Bessemer Group
69
Bessemer Group
New Jersey
$56K 1,400 +1,400 New
PTC
70
Private Trust Company
Ohio
$51K 1,287 +202 +19%
BWA
71
BDO Wealth Advisors
Florida
$35.7K 893 +9 +1%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$14K 350 +350 New
MFA
73
McClarren Financial Advisors
Pennsylvania
$12K 322 -895 -74%
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
$4.96K 124 +124 New
JFA
75
JNBA Financial Advisors
Minnesota
$4.08K 102 +1 +1%
1 2
3
4