ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

92 hedge funds and large institutions have $418M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
36
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
BFG
2
Bouchey Financial Group
New York
$21.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.7M
4
WWM
4
WT Wealth Management
Arizona
$11.6M
5
GI
5
Gradient Investments
Minnesota
$28.7M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$1.37M
2
IWM
2
IHT Wealth Management
Illinois
$0
3
HI
3
Harbour Investments
Wisconsin
$393K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$895K
5
RCS
5
Retirement Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSC
76
G&S Capital
Colorado
$219K 5,445 +5,445 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$210K 5,215 – –
SFP
78
Sweet Financial Partners
Minnesota
$204K 5,056 -2,326 -32%
AWM
79
Angeles Wealth Management
California
$201K 5,000 – –
AWM
80
Avondale Wealth Management
Texas
$126K 3,125 -3,125 -50%
GEA
81
Glen Eagle Advisors
New Jersey
$63.9K 1,587 -625 -28%
BWA
82
BDO Wealth Advisors
Florida
$36.6K 908 +9 +1%
GWM
83
Geneos Wealth Management
Colorado
$32K 795 +795 New
NCM
84
Northwest Capital Management
Oregon
$30.5K 758 +758 New
SPIA
85
Steward Partners Investment Advisory
New York
$20.5K 510 +510 New
PCM
86
Penserra Capital Management
California
$20K 497 +497 New
MFA
87
McClarren Financial Advisors
Pennsylvania
$12K 311 +4 +1%
HWA
88
HHM Wealth Advisors
Tennessee
$11.1K 276 – –
JFA
89
JNBA Financial Advisors
Minnesota
$5.66K 141 +38 +37%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$4.99K 124 – –
CAS
91
Coppell Advisory Solutions
Texas
$3.78K 94 +94 New
SWM
92
Spire Wealth Management
Virginia
$2.54K 63 – –
HNB
93
Huntington National Bank
Ohio
– – – –
Wells Fargo
94
Wells Fargo
California
– – – –
IWM
95
IHT Wealth Management
Illinois
– – -386,656 Closed
RCS
96
Retirement Capital Strategies
California
– – -77,437 Closed
ATPW
97
Ashton Thomas Private Wealth
Arizona
– – -29,559 Closed
LCWP
98
Legacy Capital Wealth Partners
Arkansas
– – -26,386 Closed
MFG
99
Merit Financial Group
Georgia
– – -20,707 Closed
FHA
100
Flagship Harbor Advisors
Massachusetts
– – -8,250 Closed
1 2 3
4
5