ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

104 hedge funds and large institutions have $462M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
32
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$26.8M
2
GI
2
Gradient Investments
Minnesota
$58.9M
3
RJA
3
Raymond James & Associates
Florida
$11.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$45.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.6M

Top Sellers

1
CA
1
Continuum Advisory
Idaho
$1.35M
2
DK
2
David Kennon
Florida
$7.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.45M
4
SMM
4
Stadion Money Management
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$281K 6,950 -100 -1%
HighTower Advisors
77
HighTower Advisors
Illinois
$274K 6,804 -590 -8%
WAS
78
Winch Advisory Services
Wisconsin
$273K 6,762 +8 +0.1%
HPC
79
Hobart Private Capital
North Carolina
$269K 6,655 -10,416 -61%
CB
80
Cadence Bank
Mississippi
$267K 6,605 – –
TSS
81
Two Sigma Securities
New York
$250K 6,195 +6,195 New
WAM
82
Worth Asset Management
Texas
$239K 5,931 – –
OMC
83
Old Mission Capital
Illinois
$233K 5,761 +5,761 New
EH
84
Equitable Holdings
New York
$221K 5,476 +5,476 New
CAN
85
Cetera Advisor Networks
California
$218K 5,408 +5,408 New
SLC
86
Second Line Capital
Louisiana
$213K 5,267 +5,267 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$211K 5,215 – –
AWM
88
Angeles Wealth Management
California
$202K 5,000 – –
SPIA
89
Steward Partners Investment Advisory
New York
$200K 4,949 +4,475 +944%
ACA
90
Aptus Capital Advisors
Alabama
$189K 4,680 -133 -3%
IGWM
91
ICA Group Wealth Management
Colorado
$128K 3,168 +3,168 New
GEA
92
Glen Eagle Advisors
New Jersey
$110K 2,727 +9 +0.3%
Wells Fargo
93
Wells Fargo
California
$99.4K 2,460 +2,460 New
TCM
94
TD Capital Management
Tennessee
$88.3K 2,186 +2,186 New
PTC
95
Private Trust Company
Ohio
$74.3K 1,840 -13,247 -88%
NCM
96
Northwest Capital Management
Oregon
$59.7K 1,478 +32 +2%
T
97
Tidemark
California
$43.9K 1,086 +1,086 New
RIL
98
Rothschild Investment LLC
Illinois
$40.5K 1,002 +1,002 New
GWM
99
Geneos Wealth Management
Colorado
$32.1K 795 – –
PCM
100
Penserra Capital Management
California
$7K 183 – –
1 2 3
4
5