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State Street Ultra Short Term Bond ETF

105 hedge funds and large institutions have $459M invested in State Street Ultra Short Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $456M → $459M (+$3.04M)

0.55% less ownership

Funds ownership: 73.33%72.78% (-0.55%)

4% less funds holding

Funds holding: 109105 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
40
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
76
Richardson Financial Services
Massachusetts
$390K
JCA
77
January Capital Advisors
California
$361K +$361K +8,912 New
WWA
78
Wisconsin Wealth Advisors
Wisconsin
$292K
ARC
79
Advisor Resource Council
Texas
$288K +$288K +7,108 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$287K
BFG
81
Bouchey Financial Group
New York
$282K +$283K +6,979 New
WAS
82
Winch Advisory Services
Wisconsin
$241K +$1.58K +39 +0.7%
WAM
83
Worth Asset Management
Texas
$240K
LBC
84
Lane Brothers & Co
Arizona
$233K +$81 +2 +0%
Ameriprise
85
Ameriprise
Minnesota
$231K
CIA
86
Cape Investment Advisory
Georgia
$229K +$649 +16 +0.3%
MFG
87
Merit Financial Group
Georgia
$218K +$218K +5,382 New
PAG
88
Private Advisor Group
New Jersey
$216K -$12.8K -316 -6%
AWM
89
Angeles Wealth Management
California
$203K
PTC
90
Private Trust Company
Ohio
$145K -$1.78K -44 -1%
GEA
91
Glen Eagle Advisors
New Jersey
$61.8K +$162 +4 +0.3%
ACA
92
Aptus Capital Advisors
Alabama
$55K -$15K -369 -21%
RIL
93
Rothschild Investment LLC
Illinois
$40.6K
Wells Fargo
94
Wells Fargo
California
$40.3K -$73.4K -1,811 -65%
CI
95
CX Institutional
Indiana
$40K
SIM
96
Synergy Investment Management
Florida
$31.2K +$31.3K +771 New
AssetMark Inc
97
AssetMark Inc
California
$30.7K
CF
98
Collier Financial
Colorado
$21.4K -$9.16K -226 -30%
RF
99
Rossby Financial
Florida
$13.9K +$13.9K +344 New
AWM
100
AE Wealth Management
Kansas
$7.7K

ULST Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q1 2026, worth a combined $459M — up 0.67% from $456M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ULST and 12 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 40 added.

The largest buyer was Stablepoint Partners, opening a new position worth an estimated $8.74M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.2M sold.

  • 105 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q1 2026, down from 109 in Q4 2025.
  • Funds reported $459M of State Street Ultra Short Term Bond ETF stock for Q1 2026, up 0.67% quarter-over-quarter.
  • 12 funds opened new State Street Ultra Short Term Bond ETF positions in Q1 2026 and 14 closed out, a net change of -2 holders.
  • The largest State Street Ultra Short Term Bond ETF buyer in Q1 2026 was Stablepoint Partners, an estimated $8.74M added.
  • The largest State Street Ultra Short Term Bond ETF seller in Q1 2026 was Citadel Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2026.