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State Street Ultra Short Term Bond ETF

120 hedge funds and large institutions have $471M invested in State Street Ultra Short Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more capital invested

Capital invested by funds: $411M → $471M (+$59.8M)

8% more funds holding

Funds holding: 111120 (+9)

3.3% more ownership

Funds ownership: 76.85%80.15% (+3.3%)

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.61%
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
54
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Destination Wealth Management
California
$395K
TC
77
Trilogy Capital
California
$393K
RFS
78
Richardson Financial Services
Massachusetts
$391K
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$348K +$2.51K +62 +0.7%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$339K +$338K +8,341 New
PIA
81
Perennial Investment Advisors
California
$337K +$13K +321 +4%
CA
82
Continuum Advisory
Idaho
$331K -$127K -3,140 -28%
KWA
83
Kingswood Wealth Advisors
California
$321K +$17.5K +433 +6%
GVAG
84
Great Valley Advisor Group
Delaware
$309K +$308K +7,598 New
OC
85
Oppenheimer & Co
New York
$296K +$295K +7,287 New
IFG
86
Independent Financial Group
California
$295K +$64.8K +1,600 +28%
LGW
87
Leslie Global Wealth
Illinois
$288K +$56.8K +1,402 +25%
CB
88
Cadence Bank
Mississippi
$268K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$267K +$54.9K +1,356 +26%
CIA
90
Cape Investment Advisory
Georgia
$266K -$3.16K -78 -1%
CWA
91
Canvas Wealth Advisors
Kansas
$264K
WAS
92
Winch Advisory Services
Wisconsin
$256K +$1.86K +46 +0.7%
FTS
93
Fifth Third Securities
Ohio
$252K +$46.5K +1,149 +23%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$250K +$249K +6,155 New
RFN
95
Redwood Financial Network
Ohio
$241K -$7.98K -197 -3%
WAM
96
Worth Asset Management
Texas
$241K
CF
97
Collier Financial
Colorado
$238K -$45.3K -1,119 -16%
TI
98
TrueMark Investments
Illinois
$237K +$236K +5,818 New
Ameriprise
99
Ameriprise
Minnesota
$232K
SFS
100
Symphony Financial Services
Ohio
$218K +$215K +5,300 New