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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

104 hedge funds and large institutions have $462M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
32
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$26.8M
2
GI
2
Gradient Investments
Minnesota
$58.9M
3
RJA
3
Raymond James & Associates
Florida
$11.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$45.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.6M

Top Sellers

1
CA
1
Continuum Advisory
Idaho
$1.35M
2
DK
2
David Kennon
Florida
$7.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.45M
4
SMM
4
Stadion Money Management
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
51
Elmwood Wealth Management
California
$676K 16,743 -19,665 -54%
WWM
52
Western Wealth Management
Colorado
$669K 16,561 – –
Stifel Financial
53
Stifel Financial
Missouri
$651K 16,123 +16,123 New
NA
54
NewEdge Advisors
Louisiana
$626K 15,514 -6,821 -31%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$572K 14,170 – –
HI
56
Harbour Investments
Wisconsin
$556K 13,778 +379 +3%
VA
57
Valmark Advisers
Ohio
$538K 13,327 +13,327 New
Citadel Advisors
58
Citadel Advisors
Florida
$530K 13,126 +13,126 New
RFN
59
Redwood Financial Network
Ohio
$505K 12,496 +5,331 +74%
SCM
60
SOL Capital Management
Maryland
$472K 11,700 – –
Comerica Bank
61
Comerica Bank
Texas
$454K 11,241 -522 -4%
PIM
62
Penobscot Investment Management
Massachusetts
$444K 11,000 – –
PAM
63
PVG Asset Management
Colorado
$443K 10,961 -26,533 -71%
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$428K 10,609 -1,737 -14%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$425K 10,522 -1,876 -15%
NFSG
66
Newbridge Financial Services Group
Florida
$420K 10,412 +3,737 +56%
TPA
67
Trivium Point Advisory
Connecticut
$414K 10,257 +1,269 +14%
CPW
68
Catalyst Private Wealth
California
$404K 10,000 – –
CWMGP
69
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$402K 9,947 +164 +2%
PA
70
PFG Advisors
Arizona
$384K 9,513 +9,513 New
CIA
71
Cape Investment Advisory
Georgia
$349K 8,644 +70 +0.8%
B
72
Bridgeworth
Alabama
$333K 8,245 – –
CF
73
Centaurus Financial
California
$319K 7,900 +7,900 New
Bank of New York Mellon
74
Bank of New York Mellon
New York
$315K 7,804 -249 -3%
TC
75
Trilogy Capital
California
$290K 7,180 +240 +3%
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3
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