ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

92 hedge funds and large institutions have $443M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
29
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$34.2M
2
CWM
2
Congress Wealth Management
Massachusetts
$13.4M
3
GI
3
Gradient Investments
Minnesota
$41.3M
4
SMM
4
Stadion Money Management
Georgia
$11.6M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.04M
2
EFG
2
Everhart Financial Group
Ohio
$1.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M
4
BFG
4
Bouchey Financial Group
New York
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
76
Worth Asset Management
Texas
$239K 5,931 – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$210K 5,215 – –
AWM
78
Angeles Wealth Management
California
$201K 5,000 – –
ACA
79
Aptus Capital Advisors
Alabama
$194K 4,813 +4,813 New
GEA
80
Glen Eagle Advisors
New Jersey
$109K 2,718 +1,131 +71%
NCM
81
Northwest Capital Management
Oregon
$58.2K 1,446 +688 +91%
GWM
82
Geneos Wealth Management
Colorado
$32K 795 – –
LFA
83
LGT Financial Advisors
Texas
$25.2K 625 +625 New
SPIA
84
Steward Partners Investment Advisory
New York
$19.1K 474 -36 -7%
VWM
85
Venturi Wealth Management
Texas
$18.8K 467 +467 New
PCM
86
Penserra Capital Management
California
$7K 183 -314 -63%
HWA
87
HHM Wealth Advisors
Tennessee
$6.29K 156 -120 -43%
JFA
88
JNBA Financial Advisors
Minnesota
$5.73K 142 +1 +0.7%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$4.99K 124 – –
CAS
90
Coppell Advisory Solutions
Texas
$2.04K 51 -43 -46%
HNB
91
Huntington National Bank
Ohio
– – – –
Citigroup
92
Citigroup
New York
$81 2 +2 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$40 1 +1 New
Wells Fargo
94
Wells Fargo
California
– – – –
AI
95
Atria Investments
North Carolina
– – -66,580 Closed
AWM
96
Apollon Wealth Management
South Carolina
– – -60,981 Closed
RJFSA
97
Raymond James Financial Services Advisors
Florida
– – -42,474 Closed
Citadel Advisors
98
Citadel Advisors
Florida
– – -32,577 Closed
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
– – -22,228 Closed
CA
100
Cetera Advisors
Colorado
– – -11,857 Closed
1 2 3
4
5