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State Street Ultra Short Term Bond ETF

111 hedge funds and large institutions have $411M invested in State Street Ultra Short Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

9% more funds holding

Funds holding: 102111 (+9)

3.38% more ownership

Funds ownership: 73.47%76.85% (+3.4%)

0% less capital invested

Capital invested by funds: $413M → $411M (-$1.85M)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
34
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$553K +$60.2K +1,486 +12%
SWP
52
Stratos Wealth Partners
Ohio
$543K +$42.3K +1,045 +8%
VA
53
Valmark Advisers
Ohio
$542K -$12.1K -298 -2%
PCIA
54
Prime Capital Investment Advisors
Kansas
$500K -$11.3K -280 -2%
CWMS
55
Cannon Wealth Management Services
North Carolina
$499K +$179K +4,414 +56%
KDA
56
Kraft Davis & Associates
Missouri
$463K -$688K -16,991 -60%
CA
57
Continuum Advisory
Idaho
$456K -$106K -2,628 -19%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$455K +$2.07K +51 +0.5%
NA
59
NewEdge Advisors
Louisiana
$448K -$117K -2,877 -21%
BCI
60
Brinker Capital Investments
Pennsylvania
$447K -$114K -2,816 -20%
OPS
61
Orion Portfolio Solutions
Nebraska
$447K -$114K -2,816 -20%
PIM
62
Penobscot Investment Management
Massachusetts
$445K
CF
63
Centaurus Financial
California
$434K +$112K +2,776 +35%
PWMG
64
Prestige Wealth Management Group
New Jersey
$427K +$428K +10,556 New
CWMGP
65
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$423K -$1.26K -31 -0.3%
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$411K +$689 +17 +0.2%
GIA
67
Gladstone Institutional Advisory
Florida
$410K +$1.82K +45 +0.4%
Comerica Bank
68
Comerica Bank
Texas
$407K +$15.1K +373 +4%
CPW
69
Catalyst Private Wealth
California
$404K
OWA
70
Opal Wealth Advisors
New York
$403K -$66.8K -1,649 -14%
SC
71
Savant Capital
Illinois
$395K -$91.7K -2,264 -19%
DWM
72
Destination Wealth Management
California
$392K -$343K -8,460 -47%
TC
73
Trilogy Capital
California
$391K
RFS
74
Richardson Financial Services
Massachusetts
$389K -$390K -9,622 -50%
ZI
75
ZEGA Investments
Florida
$369K +$369K +9,108 New