ULST icon

State Street Ultra Short Term Bond ETF

106 hedge funds and large institutions have $466M invested in State Street Ultra Short Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
106
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
51
Perennial Investment Advisors
California
$528K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$511K
Stifel Financial
53
Stifel Financial
Missouri
$507K
TA
54
TKG Advisors
Indiana
$503K
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$500K
ML
56
McAdam LLC
Pennsylvania
$482K
CAS
57
Coppell Advisory Solutions
Texas
$479K
PIM
58
Penobscot Investment Management
Massachusetts
$476K
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$469K
GKWIM
60
Gerber Kawasaki Wealth & Investment Management
California
$456K
GSWM
61
Golden State Wealth Management
California
$452K
KWA
62
Kingswood Wealth Advisors
California
$452K
PWMG
63
Prestige Wealth Management Group
New Jersey
$442K
CWMGP
64
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$420K
SC
65
Savant Capital
Illinois
$419K
HI
66
Harbour Investments
Wisconsin
$418K
GIA
67
Gladstone Institutional Advisory
Florida
$408K
CPW
68
Catalyst Private Wealth
California
$407K
BFG
69
Bouchey Financial Group
New York
$405K
DWM
70
Destination Wealth Management
California
$395K
TC
71
Trilogy Capital
California
$394K
RFS
72
Richardson Financial Services
Massachusetts
$392K
Comerica Bank
73
Comerica Bank
Texas
$389K
FTS
74
Fifth Third Securities
Ohio
$376K
TRCT
75
Tower Research Capital (TRC)
New York
$375K