ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

93 hedge funds and large institutions have $378M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
23
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$25.8M
2
DK
2
David Kennon
Florida
$22.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$28.8M
4
IWM
4
IHT Wealth Management
Illinois
$15.6M
5
Bank of America
5
Bank of America
North Carolina
$21.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.5M
2
B
2
Bensler
Washington
$0
3
T
3
TRUADVICE
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
76
Worth Asset Management
Texas
$239K 5,931 – –
CCM
77
Coldstream Capital Management
Washington
$233K 5,788 – –
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$210K 5,215 – –
RPC
79
Rossmore Private Capital
Connecticut
$208K 5,165 – –
HSA
80
HBK Sorce Advisory
Pennsylvania
$207K 5,133 -5,133 -50%
AWM
81
Angeles Wealth Management
California
$201K 5,000 – –
AAS
82
Ameritas Advisory Services
Nebraska
$158K 3,925 +3,925 New
GEA
83
Glen Eagle Advisors
New Jersey
$89K 2,212 -12,665 -85%
BWA
84
BDO Wealth Advisors
Florida
$36.2K 899 +6 +0.7%
BTI
85
Blue Trust Inc
Georgia
$13K 316 +316 New
MFA
86
McClarren Financial Advisors
Pennsylvania
$12K 307 -15 -5%
HWA
87
HHM Wealth Advisors
Tennessee
$11.1K 276 +276 New
VWM
88
Venturi Wealth Management
Texas
$6.8K 169 +169 New
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$4.99K 124 – –
JFA
90
JNBA Financial Advisors
Minnesota
$4.13K 103 +1 +1%
CFGS
91
Concourse Financial Group Securities
Alabama
$2.78K 69 +69 New
SWM
92
Spire Wealth Management
Virginia
$2.54K 63 +63 New
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$342 8,508 +8,508 New
HNB
94
Huntington National Bank
Ohio
– – – –
Wells Fargo
95
Wells Fargo
California
– – – –
B
96
Bensler
Washington
– – -272,168 Closed
T
97
TRUADVICE
Florida
– – -245,580 Closed
FFG
98
Ford Financial Group
California
– – -64,334 Closed
FTUS
99
Flow Traders U.S.
New York
– – -55,319 Closed
EH
100
Equitable Holdings
New York
– – -34,500 Closed
1 2 3
4
5