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State Street Ultra Short Term Bond ETF

105 hedge funds and large institutions have $465M invested in State Street Ultra Short Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

14% more funds holding

Funds holding: 92105 (+13)

5% more capital invested

Capital invested by funds: $443M → $465M (+$21.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.08% less ownership

Funds ownership: 77.38%77.3% (-0.08%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

Holders
105
Holders Change
+13
Holders Change %
+14.13%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
32
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$703K -$190K -4,714 -21%
EWM
52
Elmwood Wealth Management
California
$676K -$792K -19,665 -54%
WWM
53
Western Wealth Management
Colorado
$669K
Stifel Financial
54
Stifel Financial
Missouri
$651K +$649K +16,123 New
NA
55
NewEdge Advisors
Louisiana
$626K -$275K -6,821 -31%
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$572K
HI
57
Harbour Investments
Wisconsin
$556K +$15.3K +379 +3%
VA
58
Valmark Advisers
Ohio
$538K +$536K +13,327 New
Citadel Advisors
59
Citadel Advisors
Florida
$530K +$528K +13,126 New
RFN
60
Redwood Financial Network
Ohio
$505K +$215K +5,331 +74%
SCM
61
SOL Capital Management
Maryland
$472K
Comerica Bank
62
Comerica Bank
Texas
$454K -$21K -522 -4%
PIM
63
Penobscot Investment Management
Massachusetts
$444K
PAM
64
PVG Asset Management
Colorado
$443K -$1.07M -26,533 -71%
GKWIM
65
Gerber Kawasaki Wealth & Investment Management
California
$428K -$69.9K -1,737 -14%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$425K -$75.5K -1,876 -15%
NFSG
67
Newbridge Financial Services Group
Florida
$420K +$150K +3,737 +56%
TPA
68
Trivium Point Advisory
Connecticut
$414K +$51.1K +1,269 +14%
CPW
69
Catalyst Private Wealth
California
$404K
CWMGP
70
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$402K +$6.6K +164 +2%
PA
71
PFG Advisors
Arizona
$384K +$383K +9,513 New
CIA
72
Cape Investment Advisory
Georgia
$349K +$2.82K +70 +0.8%
B
73
Bridgeworth
Alabama
$333K
CF
74
Centaurus Financial
California
$319K +$318K +7,900 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$315K -$10K -249 -3%