ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

111 hedge funds and large institutions have $525M invested in SPDR SSGA Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.49%
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
48
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$57.9M
2
PWM
PTM Wealth Management
United States
+$17.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.26M
4
AC
Avestar Capital
New York
+$3.42M
5
LPL Financial
LPL Financial
California
+$3.13M

Top Sellers

1
TPWA
TRUE Private Wealth Advisors
Oregon
-$17.3M
2
BFG
Bouchey Financial Group
New York
-$6.95M
3
OWA
ORBA Wealth Advisors
Illinois
-$3.61M
4
HI
Harbour Investments
Wisconsin
-$3.25M
5
ARC
Advisor Resource Council
Texas
-$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
101
CX Institutional
Indiana
$40K – – –
Wells Fargo
102
Wells Fargo
California
$24.1K +$24.1K +592 New
NCM
103
Northwest Capital Management
Oregon
$14.5K -$9.88K -243 -41%
AF
104
Allworth Financial
California
$12.5K +$12.5K +307 New
TWC
105
TD Waterhouse Canada
Ontario, Canada
$10.4K +$1.54K +38 +17%
CFD
106
Creative Financial Designs
Indiana
$8.38K +$8.38K +206 New
AWM
107
AE Wealth Management
Kansas
$8.05K -$42.2K -1,038 -84%
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$3.62K +$163 +4 +5%
EWA
109
EverSource Wealth Advisors
Alabama
$1.02K – – –
HNB
110
Huntington National Bank
Ohio
$81 -$81 – –
Citigroup
111
Citigroup
New York
$81 +$81 +2 New
TCM
112
TD Capital Management
Tennessee
$22 -$21.8K -991 -100%
TPWA
113
TRUE Private Wealth Advisors
Oregon
– -$17.3M -424,540 Closed
ARC
114
Advisor Resource Council
Texas
– -$2.96M -74,259 Closed
PAG
115
Private Advisor Group
New Jersey
– -$1.66M -40,913 Closed
BCI
116
Brinker Capital Investments
Pennsylvania
– -$565K -13,896 Closed
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
– -$557K -13,703 Closed
GVAG
118
Great Valley Advisor Group
Delaware
– -$309K -7,598 Closed
RFN
119
Redwood Financial Network
Ohio
– -$241K -5,939 Closed
TI
120
TrueMark Investments
Illinois
– -$237K -5,818 Closed
GWM
121
Geneos Wealth Management
Colorado
– -$74.6K -1,836 Closed
CPG
122
Cornerstone Planning Group
New Jersey
– -$45.6K -1,124 Closed
SIM
123
Synergy Investment Management
Florida
– -$31.3K -771 Closed
CA
124
CoreCap Advisors
Michigan
– -$26.3K -647 Closed
AG
125
AmeriFlex Group
Nevada
– -$4.12K -101 Closed
2 3 4
5
6