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State Street Ultra Short Term Bond ETF

113 hedge funds and large institutions have $529M invested in State Street Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$57.9M
2 +$17.6M
3 +$6.26M
4
AC
Avestar Capital
New York
+$3.42M
5
LPL Financial
LPL Financial
California
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
101
Rothschild Investment LLC
Illinois
$40.7K
CI
102
CX Institutional
Indiana
$40K
Wells Fargo
103
Wells Fargo
California
$24.1K
NCM
104
Northwest Capital Management
Oregon
$14.5K
AF
105
Allworth Financial
California
$12.5K
TWC
106
TD Waterhouse Canada
Ontario, Canada
$10.4K
CFD
107
Creative Financial Designs
Indiana
$8.38K
AWM
108
AE Wealth Management
Kansas
$8.05K
JP Morgan Chase
109
JP Morgan Chase
New York
$3.62K
RWA
110
Redmont Wealth Advisors
Illinois
$2.77K
EWA
111
EverSource Wealth Advisors
Alabama
$1.02K
HNB
112
Huntington National Bank
Ohio
$81
Citigroup
113
Citigroup
New York
$81
TCM
114
TD Capital Management
Tennessee
$22
TPWA
115
TRUE Private Wealth Advisors
Oregon
ARC
116
Advisor Resource Council
Texas
PAG
117
Private Advisor Group
New Jersey
BCI
118
Brinker Capital Investments
Pennsylvania
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
GVAG
120
Great Valley Advisor Group
Delaware
RFN
121
Redwood Financial Network
Ohio
TI
122
TrueMark Investments
Illinois
GWM
123
Geneos Wealth Management
Colorado
CPG
124
Cornerstone Planning Group
New Jersey
SIM
125
Synergy Investment Management
Florida