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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
AWM
101
Angeles Wealth Management
California
$203K
PTC
102
Private Trust Company
Ohio
$93.7K +$79.1K +1,953 +553%
ACA
103
Aptus Capital Advisors
Alabama
$82.9K -$17.3K -428 -17%
GWM
104
Geneos Wealth Management
Colorado
$74.6K +$74.4K +1,836 New
GEA
105
Glen Eagle Advisors
New Jersey
$61K -$7.86K -194 -11%
AWM
106
AE Wealth Management
Kansas
$50.2K -$15.2K -374 -23%
CPG
107
Cornerstone Planning Group
New Jersey
$45.6K +$45.5K +1,124 New
OWA
108
Opal Wealth Advisors
New York
$41.1K -$363K -8,951 -90%
RIL
109
Rothschild Investment LLC
Illinois
$40.7K
TCM
110
TD Capital Management
Tennessee
$40.3K -$53K -1,307 -57%
CI
111
CX Institutional
Indiana
$40K +$39.4K +972 New
SIM
112
Synergy Investment Management
Florida
$31.3K
CA
113
CoreCap Advisors
Michigan
$26.3K
NCM
114
Northwest Capital Management
Oregon
$24.4K +$2.84K +70 +13%
TWC
115
TD Waterhouse Canada
Ontario, Canada
$8.83K
AG
116
AmeriFlex Group
Nevada
$4.12K +$162 +4 +4%
JP Morgan Chase
117
JP Morgan Chase
New York
$3.46K +$3.44K +85 New
RWA
118
Redmont Wealth Advisors
Illinois
$2.76K +$2.75K +68 New
FFA
119
Farther Finance Advisors
California
$2.02K +$2.03K +50 New
EWA
120
EverSource Wealth Advisors
Alabama
$1.02K +$1.01K +25 New
HNB
121
Huntington National Bank
Ohio
$81
Wells Fargo
122
Wells Fargo
California
$4
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$2.25M -55,787 Closed
PCIA
124
Prime Capital Investment Advisors
Kansas
-$500K -12,364 Closed
FTUS
125
Flow Traders U.S.
New York
-$307K -7,586 Closed