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State Street Ultra Short Term Bond ETF
ULST

116 hedge funds and large institutions have $533M invested in State Street Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $471M → $533M (+$62.8M)

0.37% less ownership

Funds ownership: 80.15% → 79.78% (-0.37%)

3% less funds holding

Funds holding: 120 → 116 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
49
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$57.7M
2
PWM
PTM Wealth Management
United States
+$17.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.24M
4
AC
Avestar Capital
New York
+$3.41M
5
LPL Financial
LPL Financial
California
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
TPWA
TRUE Private Wealth Advisors
Oregon
-$17.3M
2
BFG
Bouchey Financial Group
New York
-$6.93M
3
OWA
ORBA Wealth Advisors
Illinois
-$3.6M
4
HI
Harbour Investments
Wisconsin
-$3.24M
5
ARC
Advisor Resource Council
Texas
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$389K -$11.1K -274 -3%
KWA
77
Kingswood Wealth Advisors
California
$374K +$51.7K +1,274 +16%
CF
78
Centaurus Financial
California
$364K -$108K -2,664 -23%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$352K +$3.85K +95 +1%
OC
80
Oppenheimer & Co
New York
$347K +$50.1K +1,235 +17%
PIA
81
Perennial Investment Advisors
California
$343K +$5.76K +142 +2%
Goldman Sachs
82
Goldman Sachs
New York
$337K +$336K +8,295 New
LGW
83
Leslie Global Wealth
Illinois
$329K +$41.1K +1,013 +14%
TSS
84
Two Sigma Securities
New York
$305K +$304K +7,490 New
IFG
85
Independent Financial Group
California
$292K -$2.31K -57 -0.8%
BFG
86
Bouchey Financial Group
New York
$292K -$6.93M -171,017 -96%
CA
87
Continuum Advisory
Idaho
$291K -$39.5K -975 -12%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$288K +$20.3K +501 +8%
PTC
89
Private Trust Company
Ohio
$271K +$177K +4,367 +189%
CB
90
Cadence Bank
Mississippi
$269K – – –
CWA
91
Canvas Wealth Advisors
Kansas
$264K – – –
CIA
92
Cape Investment Advisory
Georgia
$261K -$4.79K -118 -2%
WAS
93
Winch Advisory Services
Wisconsin
$258K +$2.84K +70 +1%
FTS
94
Fifth Third Securities
Ohio
$248K -$3.97K -98 -2%
WAM
95
Worth Asset Management
Texas
$241K – – –
Bank of New York Mellon
96
Bank of New York Mellon
New York
$233K -$17.6K -435 -7%
Ameriprise
97
Ameriprise
Minnesota
$232K – – –
SFS
98
Symphony Financial Services
Ohio
$215K – – –
AWM
99
Angeles Wealth Management
California
$203K – – –
AAS
100
Ameritas Advisory Services
Nebraska
$89.5K +$89.2K +2,200 New
2 3
4
5 6

ULST Hedge Fund Activity: Q2 2025 in Review

116 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q2 2025, worth a combined $533M — up 13% from $471M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ULST and 12 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 49 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $57.7M. The largest seller was TRUE Private Wealth Advisors, exiting entirely with an estimated $17.3M sold.

  • 116 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q2 2025, down from 120 in Q1 2025.
  • Funds reported $533M of State Street Ultra Short Term Bond ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 12 funds opened new State Street Ultra Short Term Bond ETF positions in Q2 2025 and 14 closed out, a net change of -2 holders.
  • The largest State Street Ultra Short Term Bond ETF buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $57.7M added.
  • The largest State Street Ultra Short Term Bond ETF seller in Q2 2025 was TRUE Private Wealth Advisors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q2 2025.