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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

117 hedge funds and large institutions have $466M invested in SPDR SSGA Ultra Short Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
51
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$68.9M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$17.3M
3
AC
3
Avestar Capital
New York
$26.3M
4
GI
4
Gradient Investments
Minnesota
$75.1M
5
HI
5
Harbour Investments
Wisconsin
$3.67M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.54M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.1M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
76
Richardson Financial Services
Massachusetts
$391K – – –
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$348K +$2.52K +62 +0.7%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$339K +$339K +8,341 New
PIA
79
Perennial Investment Advisors
California
$337K +$13K +321 +4%
CA
80
Continuum Advisory
Idaho
$331K -$128K -3,140 -28%
KWA
81
Kingswood Wealth Advisors
California
$321K +$17.5K +433 +6%
GVAG
82
Great Valley Advisor Group
Delaware
$309K +$309K +7,598 New
OC
83
Oppenheimer & Co
New York
$296K +$296K +7,287 New
LGW
84
Leslie Global Wealth
Illinois
$288K +$57K +1,402 +25%
CB
85
Cadence Bank
Mississippi
$268K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$267K +$55.1K +1,356 +26%
CIA
87
Cape Investment Advisory
Georgia
$266K -$3.17K -78 -1%
CWA
88
Canvas Wealth Advisors
Kansas
$264K – – –
WAS
89
Winch Advisory Services
Wisconsin
$256K +$1.87K +46 +0.7%
FTS
90
Fifth Third Securities
Ohio
$252K +$46.7K +1,149 +23%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$250K +$250K +6,155 New
RFN
92
Redwood Financial Network
Ohio
$241K -$8.01K -197 -3%
WAM
93
Worth Asset Management
Texas
$241K – – –
CF
94
Collier Financial
Colorado
$238K -$45.5K -1,119 -16%
TI
95
TrueMark Investments
Illinois
$237K +$237K +5,818 New
Ameriprise
96
Ameriprise
Minnesota
$232K – – –
SFS
97
Symphony Financial Services
Ohio
$218K +$218K +5,300 New
AWM
98
Angeles Wealth Management
California
$203K – – –
PTC
99
Private Trust Company
Ohio
$93.7K +$79.4K +1,953 +553%
ACA
100
Aptus Capital Advisors
Alabama
$82.9K -$17.4K -428 -17%
2 3
4
5 6