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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $519M invested in SPDR SSGA Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
110
Holders Change
-7
Holders Change %
-5.98%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
48
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$127M
2
PWM
2
PTM Wealth Management
United States
$24.7M
3
AC
3
Avestar Capital
New York
$29.7M
4
LPL Financial
4
LPL Financial
California
$72.1M
5
Bank of America
5
Bank of America
North Carolina
$11.1M

Top Sellers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$0
2
BFG
2
Bouchey Financial Group
New York
$292K
3
OWA
3
ORBA Wealth Advisors
Illinois
$4.81M
4
HI
4
Harbour Investments
Wisconsin
$423K
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$24.1K 592 +592 New
NCM
102
Northwest Capital Management
Oregon
$14.5K 357 -243 -41%
AF
103
Allworth Financial
California
$12.5K 307 +307 New
TWC
104
TD Waterhouse Canada
Ontario, Canada
$10.4K 256 +38 +17%
CFD
105
Creative Financial Designs
Indiana
$8.38K 206 +206 New
AWM
106
AE Wealth Management
Kansas
$8.05K 198 -1,038 -84%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$3.62K 89 +4 +5%
EWA
108
EverSource Wealth Advisors
Alabama
$1.02K 25 – –
HNB
109
Huntington National Bank
Ohio
– – – –
Citigroup
110
Citigroup
New York
$81 2 +2 New
TCM
111
TD Capital Management
Tennessee
$22 1 -991 -100%
TPWA
112
TRUE Private Wealth Advisors
Oregon
– – -424,540 Closed
ARC
113
Advisor Resource Council
Texas
– – -74,259 Closed
PAG
114
Private Advisor Group
New Jersey
– – -40,913 Closed
BCI
115
Brinker Capital Investments
Pennsylvania
– – -13,896 Closed
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
– – -13,703 Closed
GVAG
117
Great Valley Advisor Group
Delaware
– – -7,598 Closed
RFN
118
Redwood Financial Network
Ohio
– – -5,939 Closed
TI
119
TrueMark Investments
Illinois
– – -5,818 Closed
GWM
120
Geneos Wealth Management
Colorado
– – -1,836 Closed
CPG
121
Cornerstone Planning Group
New Jersey
– – -1,124 Closed
SIM
122
Synergy Investment Management
Florida
– – -771 Closed
CA
123
CoreCap Advisors
Michigan
– – -647 Closed
AG
124
AmeriFlex Group
Nevada
– – -101 Closed
FFA
125
Farther Finance Advisors
California
– – -50 Closed
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