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State Street Ultra Short Term Bond ETF

109 hedge funds and large institutions have $456M invested in State Street Ultra Short Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

1% more funds holding

Funds holding: 108109 (+1)

0.5% less ownership

Funds ownership: 73.83%73.33% (-0.5%)

2% less capital invested

Capital invested by funds: $467M → $456M (-$10.7M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
41
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
Gradient Investments
Minnesota
$322K -$48K -1,183 -13%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$301K +$6.01K +148 +2%
WWA
78
Wisconsin Wealth Advisors
Wisconsin
$292K +$4.95K +122 +2%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$287K +$81 +2 +0%
HI
80
Harbour Investments
Wisconsin
$244K -$172K -4,234 -41%
WAM
81
Worth Asset Management
Texas
$240K
WAS
82
Winch Advisory Services
Wisconsin
$239K -$21K -517 -8%
LBC
83
Lane Brothers & Co
Arizona
$233K +$234K +5,752 New
Ameriprise
84
Ameriprise
Minnesota
$231K -$20K -492 -8%
PAG
85
Private Advisor Group
New Jersey
$229K +$4.59K +113 +2%
CIA
86
Cape Investment Advisory
Georgia
$228K +$229K +5,637 New
AWM
87
Angeles Wealth Management
California
$203K
KFI
88
Key Financial Inc
Pennsylvania
$182K
PTC
89
Private Trust Company
Ohio
$147K -$124K -3,044 -46%
Wells Fargo
90
Wells Fargo
California
$114K +$114K +2,805 +280,500%
ACA
91
Aptus Capital Advisors
Alabama
$70K -$244 -6 -0.3%
GEA
92
Glen Eagle Advisors
New Jersey
$61.6K -$14.7K -362 -19%
RFS
93
Richardson Financial Services
Massachusetts
$53.7K
JP Morgan Chase
94
JP Morgan Chase
New York
$46.7K +$41.3K +1,018 +760%
RIL
95
Rothschild Investment LLC
Illinois
$40.6K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$40.5K
CI
97
CX Institutional
Indiana
$40K +$365 +9 +0.9%
FHA
98
Flagship Harbor Advisors
Massachusetts
$36.3K +$36.3K +895 New
AssetMark Inc
99
AssetMark Inc
California
$30.7K
CF
100
Collier Financial
Colorado
$30.6K -$29.7K -732 -49%