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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

92 hedge funds and large institutions have $418M invested in SPDR SSGA 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.

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.45%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
BFG
2
Bouchey Financial Group
New York
$21.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.7M
4
WWM
4
WT Wealth Management
Arizona
$11.6M
5
GI
5
Gradient Investments
Minnesota
$28.7M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$1.37M
2
IWM
2
IHT Wealth Management
Illinois
$0
3
HI
3
Harbour Investments
Wisconsin
$393K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$895K
5
RCS
5
Retirement Capital Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$604K -$9.46K -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 +$91.9K +2,284 +27%
CPW
60
Catalyst Private Wealth
California
$403K – – –
HI
61
Harbour Investments
Wisconsin
$393K -$5.39M -133,917 -93%
CWMGP
62
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$389K +$3.99K +99 +1%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$384K +$384K +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 +$41.7K +1,035 +15%
WAS
67
Winch Advisory Services
Wisconsin
$309K +$23.2K +575 +8%
B
68
Bridgeworth
Alabama
$302K -$6.04K -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 – – –
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3
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