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State Street Ultra Short Term Bond ETF

109 hedge funds and large institutions have $456M invested in State Street Ultra Short Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

1% more funds holding

Funds holding: 108109 (+1)

0.5% less ownership

Funds ownership: 73.83%73.33% (-0.5%)

2% less capital invested

Capital invested by funds: $467M → $456M (-$10.7M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
41
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
51
Perennial Investment Advisors
California
$565K +$39.1K +964 +7%
CF
52
Centaurus Financial
California
$559K +$1.83K +45 +0.3%
OWA
53
OakTrust Wealth Advisors
Connecticut
$551K +$552K +13,595 New
Goldman Sachs
54
Goldman Sachs
New York
$550K -$29.8K -733 -5%
IFG
55
Independent Financial Group
California
$546K +$231K +5,682 +73%
WWM
56
Western Wealth Management
Colorado
$539K -$98.9K -2,436 -15%
TA
57
TKG Advisors
Indiana
$498K -$3.53K -87 -0.7%
GC
58
GatePass Capital
Ohio
$486K +$487K +12,000 New
PIM
59
Penobscot Investment Management
Massachusetts
$474K
ML
60
McAdam LLC
Pennsylvania
$462K -$17.8K -438 -4%
Stifel Financial
61
Stifel Financial
Missouri
$462K -$42.5K -1,048 -8%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$456K -$11.2K -276 -2%
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$454K +$690 +17 +0.2%
PWMG
64
Prestige Wealth Management Group
New Jersey
$447K +$6.58K +162 +1%
SC
65
Savant Capital
Illinois
$417K
CWMGP
66
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$408K -$10.1K -249 -2%
GIA
67
Gladstone Institutional Advisory
Florida
$405K -$1.38K -34 -0.3%
CPW
68
Catalyst Private Wealth
California
$405K
DWM
69
Destination Wealth Management
California
$396K +$3.21K +79 +0.8%
TC
70
Trilogy Capital
California
$392K
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$391K +$36.9K +909 +10%
Comerica Bank
72
Comerica Bank
Texas
$385K -$2.52K -62 -0.6%
TSS
73
Two Sigma Securities
New York
$363K +$364K +8,969 New
KDA
74
Kraft Davis & Associates
Missouri
$351K -$1.09M -26,863 -76%
NA
75
NewEdge Advisors
Louisiana
$333K -$307K -7,555 -48%