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State Street Ultra Short Term Bond ETF

111 hedge funds and large institutions have $411M invested in State Street Ultra Short Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

9% more funds holding

Funds holding: 102111 (+9)

3.38% more ownership

Funds ownership: 73.47%76.85% (+3.4%)

0% less capital invested

Capital invested by funds: $413M → $411M (-$1.85M)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
34
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
101
Rothschild Investment LLC
Illinois
$40.5K
IWP
102
IAG Wealth Partners
Wisconsin
$39.3K +$39.4K +972 New
SIM
103
Synergy Investment Management
Florida
$31.2K +$31.2K +771 New
CA
104
CoreCap Advisors
Michigan
$26.1K
NCM
105
Northwest Capital Management
Oregon
$21.4K -$16.9K -417 -44%
PTC
106
Private Trust Company
Ohio
$14.3K -$54.9K -1,354 -79%
CAS
107
Coppell Advisory Solutions
Texas
$10.7K +$8.22K +203 +327%
TWC
108
TD Waterhouse Canada
Ontario, Canada
$8.81K
AWM
109
Avior Wealth Management
Nebraska
$6.83K
AG
110
AmeriFlex Group
Nevada
$3.92K +$3.93K +97 New
Citigroup
111
Citigroup
New York
$162 +$162 +4 New
HNB
112
Huntington National Bank
Ohio
$81
Wells Fargo
113
Wells Fargo
California
$8 -$41 -1 Closed
GS
114
GTS Securities
New York
-$3.25M -79,732 Closed
ARC
115
Advisor Resource Council
Texas
-$696K -17,065 Closed
JP Morgan Chase
116
JP Morgan Chase
New York
-$312K -7,648 Closed
ACM
117
AlphaStar Capital Management
North Carolina
-$231K -5,670 Closed
FGA
118
Fortis Group Advisors
New Jersey
-$219K -5,360 Closed
AAS
119
Avantax Advisory Services
Texas
-$212K -5,206 Closed
EFG
120
Everhart Financial Group
Ohio
-$204K -5,000 Closed
OC
121
Oarsman Capital
Wisconsin
-$6.36K -156 Closed
RWA
122
Redmont Wealth Advisors
Illinois
-$2.77K -68 Closed
IA
123
IFP Advisors
Florida
-$979 -24 Closed