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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

92 hedge funds and large institutions have $443M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
29
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$34.2M
2
CWM
2
Congress Wealth Management
Massachusetts
$13.4M
3
GI
3
Gradient Investments
Minnesota
$41.3M
4
SMM
4
Stadion Money Management
Georgia
$11.6M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.04M
2
EFG
2
Everhart Financial Group
Ohio
$1.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M
4
BFG
4
Bouchey Financial Group
New York
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$571K – – –
HI
52
Harbour Investments
Wisconsin
$540K +$146K +3,627 +37%
RWP
53
RWA Wealth Partners
Massachusetts
$538K +$538K +13,353 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$499K +$64.6K +1,606 +15%
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$497K -$32.2K -800 -6%
SWM
56
Seed Wealth Management
Illinois
$479K +$238K +5,900 +98%
Comerica Bank
57
Comerica Bank
Texas
$474K +$474K +11,763 New
SCM
58
SOL Capital Management
Maryland
$471K – – –
PIM
59
Penobscot Investment Management
Massachusetts
$443K -$4.83K -120 -1%
VCP
60
Verus Capital Partners
Arizona
$433K +$433K +10,763 New
CPW
61
Catalyst Private Wealth
California
$403K – – –
CWMGP
62
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$394K +$4.51K +112 +1%
SPC
63
Sigma Planning Corp
Michigan
$371K +$371K +9,203 New
TPA
64
Trivium Point Advisory
Connecticut
$360K -$97.4K -2,431 -21%
CIA
65
Cape Investment Advisory
Georgia
$345K +$2.38K +59 +0.7%
B
66
Bridgeworth
Alabama
$332K +$30K +745 +10%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$324K -$1.85M -45,834 -85%
HighTower Advisors
68
HighTower Advisors
Illinois
$297K +$297K +7,394 New
ARC
69
Advisor Resource Council
Texas
$296K -$809K -20,078 -73%
RFN
70
Redwood Financial Network
Ohio
$289K +$289K +7,165 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$284K – – –
TC
72
Trilogy Capital
California
$279K +$33K +820 +13%
WAS
73
Winch Advisory Services
Wisconsin
$272K -$36.9K -917 -12%
NFSG
74
Newbridge Financial Services Group
Florida
$269K -$54.8K -1,360 -17%
CB
75
Cadence Bank
Mississippi
$266K – – –
1 2
3
4 5