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State Street Ultra Short Term Bond ETF

92 hedge funds and large institutions have $418M invested in State Street Ultra Short Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $378M → $418M (+$39.9M)

1.95% more ownership

Funds ownership: 73.83%75.78% (+1.9%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 9392 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
36
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$604K -$9.45K -235 -2%
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$570K -$340K -8,458 -37%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$529K
CA
54
Cetera Advisors
Colorado
$477K +$477K +11,857 New
SCM
55
SOL Capital Management
Maryland
$471K -$20.1K -500 -4%
WWM
56
Western Wealth Management
Colorado
$464K +$12.1K +300 +3%
TPA
57
Trivium Point Advisory
Connecticut
$460K +$154K +3,825 +50%
PIM
58
Penobscot Investment Management
Massachusetts
$448K -$20.1K -500 -4%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$434K +$91.8K +2,284 +27%
CPW
60
Catalyst Private Wealth
California
$403K
HI
61
Harbour Investments
Wisconsin
$393K -$5.38M -133,917 -93%
CWMGP
62
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$389K +$3.98K +99 +1%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$384K +$383K +9,535 New
NW
64
NewEdge Wealth
Pennsylvania
$357K +$357K +8,867 New
CIA
65
Cape Investment Advisory
Georgia
$343K +$2.13K +53 +0.6%
NFSG
66
Newbridge Financial Services Group
Florida
$323K +$41.6K +1,035 +15%
WAS
67
Winch Advisory Services
Wisconsin
$309K +$23.1K +575 +8%
B
68
Bridgeworth
Alabama
$302K -$6.03K -150 -2%
FANJ
69
Financial Architects (New Jersey)
New Jersey
$298K -$136K -3,378 -31%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$284K
SWMG
71
Signature Wealth Management Group
Georgia
$271K
CB
72
Cadence Bank
Mississippi
$266K
TC
73
Trilogy Capital
California
$246K
SWM
74
Seed Wealth Management
Illinois
$242K
WAM
75
Worth Asset Management
Texas
$239K