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State Street Ultra Short Term Bond ETF

120 hedge funds and large institutions have $471M invested in State Street Ultra Short Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more capital invested

Capital invested by funds: $411M → $471M (+$59.8M)

8% more funds holding

Funds holding: 111120 (+9)

3.3% more ownership

Funds ownership: 76.85%80.15% (+3.3%)

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
54
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$714K -$205K -5,051 -22%
SPIA
52
Steward Partners Investment Advisory
New York
$700K +$4.74K +117 +0.7%
VA
53
Valmark Advisers
Ohio
$688K +$142K +3,509 +26%
GSWM
54
Golden State Wealth Management
California
$666K -$103K -2,540 -13%
NA
55
NewEdge Advisors
Louisiana
$656K +$204K +5,038 +45%
Stifel Financial
56
Stifel Financial
Missouri
$608K -$57.3K -1,414 -9%
CWMS
57
Cannon Wealth Management Services
North Carolina
$583K +$82K +2,025 +16%
SWP
58
Stratos Wealth Partners
Ohio
$574K +$27.5K +680 +5%
BCI
59
Brinker Capital Investments
Pennsylvania
$565K +$115K +2,842 +26%
OPS
60
Orion Portfolio Solutions
Nebraska
$565K +$115K +2,842 +26%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$557K +$122 +3 +0%
GSC
62
G&S Capital
Colorado
$500K +$498K +12,300 New
ML
63
McAdam LLC
Pennsylvania
$477K +$210K +5,180 +79%
CF
64
Centaurus Financial
California
$473K +$35.6K +878 +8%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$471K +$12.8K +317 +3%
TA
66
TKG Advisors
Indiana
$464K +$462K +11,408 New
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$454K +$40.9K +1,009 +10%
PIM
68
Penobscot Investment Management
Massachusetts
$447K
KDA
69
Kraft Davis & Associates
Missouri
$446K -$18.5K -456 -4%
PWMG
70
Prestige Wealth Management Group
New Jersey
$432K +$3.16K +78 +0.7%
GIA
71
Gladstone Institutional Advisory
Florida
$424K +$10.9K +269 +3%
CWMGP
72
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$421K -$5.06K -125 -1%
SC
73
Savant Capital
Illinois
$419K +$21.7K +535 +5%
CPW
74
Catalyst Private Wealth
California
$407K
Comerica Bank
75
Comerica Bank
Texas
$400K -$10K -248 -2%