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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

111 hedge funds and large institutions have $525M invested in SPDR SSGA Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
48
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$57.9M
2
PWM
PTM Wealth Management
United States
+$17.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.26M
4
AC
Avestar Capital
New York
+$3.42M
5
LPL Financial
LPL Financial
California
+$3.13M

Top Sellers

1
TPWA
TRUE Private Wealth Advisors
Oregon
-$17.3M
2
BFG
Bouchey Financial Group
New York
-$6.95M
3
OWA
ORBA Wealth Advisors
Illinois
-$3.61M
4
HI
Harbour Investments
Wisconsin
-$3.25M
5
ARC
Advisor Resource Council
Texas
-$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$726K +$122 +3 +0%
SPIA
52
Steward Partners Investment Advisory
New York
$679K -$20.9K -515 -3%
Stifel Financial
53
Stifel Financial
Missouri
$657K +$48.8K +1,200 +8%
NA
54
NewEdge Advisors
Louisiana
$647K -$8.58K -211 -1%
EIA
55
Eldridge Investment Advisors
New Hampshire
$567K -$608K -15,000 -52%
GSC
56
G&S Capital
Colorado
$563K +$63.3K +1,557 +13%
ML
57
McAdam LLC
Pennsylvania
$555K +$78K +1,918 +16%
GSWM
58
Golden State Wealth Management
California
$499K -$167K -4,117 -25%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$472K +$1.67K +41 +0.4%
TA
60
TKG Advisors
Indiana
$470K +$6.26K +154 +1%
GKWIM
61
Gerber Kawasaki Wealth & Investment Management
California
$455K +$488 +12 +0.1%
PIM
62
Penobscot Investment Management
Massachusetts
$447K – – –
PWMG
63
Prestige Wealth Management Group
New Jersey
$437K +$4.8K +118 +1%
CWMGP
64
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$426K +$4.68K +115 +1%
HI
65
Harbour Investments
Wisconsin
$423K -$3.25M -79,890 -88%
SC
66
Savant Capital
Illinois
$419K – – –
CPW
67
Catalyst Private Wealth
California
$407K – – –
GIA
68
Gladstone Institutional Advisory
Florida
$407K -$17.4K -427 -4%
TRCT
69
Tower Research Capital (TRC)
New York
$406K +$406K +9,996 New
DWM
70
Destination Wealth Management
California
$395K – – –
TC
71
Trilogy Capital
California
$394K – – –
RFS
72
Richardson Financial Services
Massachusetts
$391K – – –
Comerica Bank
73
Comerica Bank
Texas
$389K -$11.1K -274 -3%
KWA
74
Kingswood Wealth Advisors
California
$374K +$51.8K +1,274 +16%
CF
75
Centaurus Financial
California
$364K -$108K -2,664 -23%
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