ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

93 hedge funds and large institutions have $378M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
23
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$25.8M
2
DK
2
David Kennon
Florida
$22.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$28.8M
4
IWM
4
IHT Wealth Management
Illinois
$15.6M
5
Bank of America
5
Bank of America
North Carolina
$21.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.5M
2
B
2
Bensler
Washington
$0
3
T
3
TRUADVICE
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
51
Hobart Private Capital
North Carolina
$694K 17,251 +17,251 New
PTC
52
Private Trust Company
Ohio
$613K 15,237 +13,950 +1,084%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$529K 13,146 -340 -3%
SCM
54
SOL Capital Management
Maryland
$491K 12,200 -4,000 -25%
PIM
55
Penobscot Investment Management
Massachusetts
$468K 11,620 – –
WWM
56
Western Wealth Management
Colorado
$451K 11,216 +11,216 New
FANJ
57
Financial Architects (New Jersey)
New Jersey
$434K 10,772 – –
CPW
58
Catalyst Private Wealth
California
$403K 10,000 – –
CWMGP
59
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$385K 9,572 +59 +0.6%
CIA
60
Cape Investment Advisory
Georgia
$341K 8,462 +8,462 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$332K 8,250 +8,250 New
AWA
62
Authentikos Wealth Advisory
California
$329K 8,216 +8,216 New
B
63
Bridgeworth
Alabama
$308K 7,650 -1,365 -15%
TPA
64
Trivium Point Advisory
Connecticut
$306K 7,594 +7,594 New
SFP
65
Sweet Financial Partners
Minnesota
$297K 7,382 -8,166 -53%
IC
66
IEQ Capital
California
$288K 7,144 +7,144 New
WAS
67
Winch Advisory Services
Wisconsin
$286K 7,096 +44 +0.6%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$284K 7,050 -5 -0.1%
NFSG
69
Newbridge Financial Services Group
Florida
$282K 7,000 -7,535 -52%
SWMG
70
Signature Wealth Management Group
Georgia
$271K 6,721 – –
CB
71
Cadence Bank
Mississippi
$266K 6,605 +6,605 New
FAIM
72
Financial Advocates Investment Management
Washington
$259K 6,446 -228 -3%
AWM
73
Avondale Wealth Management
Texas
$252K 6,250 +6,250 New
TC
74
Trilogy Capital
California
$246K 6,120 -450 -7%
SWM
75
Seed Wealth Management
Illinois
$242K 6,000 – –
1 2
3
4 5