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State Street Ultra Short Term Bond ETF

111 hedge funds and large institutions have $411M invested in State Street Ultra Short Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

9% more funds holding

Funds holding: 102111 (+9)

3.38% more ownership

Funds ownership: 73.47%76.85% (+3.4%)

0% less capital invested

Capital invested by funds: $413M → $411M (-$1.85M)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
34
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$343K +$2.71K +67 +0.8%
PIA
77
Perennial Investment Advisors
California
$322K +$7.25K +179 +2%
FTUS
78
Flow Traders U.S.
New York
$307K +$85.5K +2,111 +39%
KWA
79
Kingswood Wealth Advisors
California
$302K +$303K +7,482 New
CF
80
Collier Financial
Colorado
$282K +$283K +6,975 New
CIA
81
Cape Investment Advisory
Georgia
$267K -$2.03K -50 -0.7%
CB
82
Cadence Bank
Mississippi
$267K
ML
83
McAdam LLC
Pennsylvania
$265K +$266K +6,560 New
CWA
84
Canvas Wealth Advisors
Kansas
$263K +$10.1K +250 +4%
WAS
85
Winch Advisory Services
Wisconsin
$252K -$30.6K -756 -11%
RFN
86
Redwood Financial Network
Ohio
$248K -$30.6K -755 -11%
WAM
87
Worth Asset Management
Texas
$240K
AWA
88
Authentikos Wealth Advisory
California
$234K +$132K +3,248 +127%
Citadel Advisors
89
Citadel Advisors
Florida
$232K +$232K +5,738 New
Ameriprise
90
Ameriprise
Minnesota
$231K +$231K +5,709 New
LGW
91
Leslie Global Wealth
Illinois
$229K -$40.9K -1,009 -15%
IFG
92
Independent Financial Group
California
$228K +$25.5K +629 +13%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$211K
IAA
94
Independent Advisor Alliance
North Carolina
$205K +$206K +5,078 New
FTS
95
Fifth Third Securities
Ohio
$204K +$204K +5,041 New
AWM
96
Angeles Wealth Management
California
$202K
ACA
97
Aptus Capital Advisors
Alabama
$99.7K -$41.1K -1,014 -29%
TCM
98
TD Capital Management
Tennessee
$92.9K +$1.5K +37 +2%
GEA
99
Glen Eagle Advisors
New Jersey
$68.5K -$27.6K -681 -29%
AWM
100
AE Wealth Management
Kansas
$65.1K +$65.2K +1,610 New