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State Street Ultra Short Term Bond ETF

85 hedge funds and large institutions have $312M invested in State Street Ultra Short Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

4% more funds holding

Funds holding: 8285 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $326M → $312M (-$13.5M)

1.81% less ownership

Funds ownership: 73.47%71.67% (-1.8%)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
26
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
76
McClarren Financial Advisors
Pennsylvania
$75K
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$51K -$20K -499 -28%
BWA
78
BDO Wealth Advisors
Florida
$35K +$40 +1 +0.1%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$27K +$24.9K +620 +1,069%
SPIA
80
Steward Partners Investment Advisory
New York
$9K
AFS
81
Annapolis Financial Services
Maryland
$6K
JFA
82
JNBA Financial Advisors
Minnesota
$4K
SWM
83
Spire Wealth Management
Virginia
$3K
FGAM
84
Financial Gravity Asset Management
Texas
$9 -$888K -22,111 -99%
SFWC
85
Strategic Family Wealth Counselors
New Jersey
-$4.04M -100,300 Closed
CP
86
Castleview Partners
Texas
-$499 -20,119 Closed
FTUS
87
Flow Traders U.S.
New York
-$768K -19,045 Closed
SC
88
Sepio Capital
Utah
-$615K -15,257 Closed
COCM
89
Charter Oak Capital Management
New Hampshire
-$423K -10,500 Closed
MFGM
90
Marshall Financial Group (Maryland)
Maryland
-$298K -7,401 Closed
JAG
91
Journey Advisory Group
Kentucky
-$225K -5,583 Closed
FHA
92
Flagship Harbor Advisors
Massachusetts
-$213K -5,290 Closed
TCWM
93
Total Clarity Wealth Management
Illinois
-$10K -250 Closed
CA
94
CoreCap Advisors
Michigan
-$2K -50 Closed
Wells Fargo
95
Wells Fargo
California
+$40 +1 New
Citigroup
96
Citigroup
New York
+$120 +3 New