ULST icon

SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

80 hedge funds and large institutions have $276M invested in SPDR SSGA Ultra Short Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
28
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$18.6M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$11.6M
3
T
3
TRUADVICE
Florida
$9.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.9M
5
BFG
5
Bouchey Financial Group
New York
$5.17M

Top Sellers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$3.26M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AAS
3
Avantax Advisory Services
Texas
$2.19M
4
HI
4
Harbour Investments
Wisconsin
$8.04M
5
AIA
5
Armor Investment Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$34.6M 866,263 +114,559 +15%
Osaic Holdings
2
Osaic Holdings
Arizona
$27.9M 698,094 +171,164 +32%
Morgan Stanley
3
Morgan Stanley
New York
$19.4M 486,176 +119,133 +32%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.6M 464,965 +341,516 +277%
CA
5
Continuum Advisory
Idaho
$16.5M 413,453 +17,981 +5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$11.6M 289,553 +289,553 New
GI
7
Gradient Investments
Minnesota
$11.1M 276,591 +123,687 +81%
B
8
Bensler
Washington
$10.9M 272,168 +28,803 +12%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$10.5M 261,855 +17,034 +7%
Bank of America
10
Bank of America
North Carolina
$9.93M 248,296 +14,351 +6%
T
11
TRUADVICE
Florida
$9.85M 245,580 +225,074 +1,098%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.58M 239,536 +49,928 +26%
HI
13
Harbour Investments
Wisconsin
$8.04M 201,035 -28,572 -12%
UBS Group
14
UBS Group
Switzerland
$5.43M 135,800 -4,331 -3%
TI
15
Tidal Investments
Wisconsin
$5.36M 134,159 -7,671 -5%
BFG
16
Bouchey Financial Group
New York
$5.17M 129,364 +129,364 New
NGA
17
Naples Global Advisors
Florida
$4.93M 123,359 -23,475 -16%
RCS
18
Retirement Capital Strategies
California
$3.41M 85,182 +32,753 +62%
HWA
19
Heartwood Wealth Advisors
Virginia
$3.26M 81,420 -210,103 -72%
ATPW
20
Ashton Thomas Private Wealth
Arizona
$3.15M 78,788 +63,633 +420%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.94M 73,472 +54,399 +285%
MSAM
22
Moloney Securities Asset Management
Missouri
$2.91M 72,775 +10,314 +17%
PAM
23
PVG Asset Management
Colorado
$2.82M 70,616 +70,616 New
FFG
24
Ford Financial Group
California
$2.57M 64,334 +6,204 +11%
EWM
25
Elmwood Wealth Management
California
$2.53M 63,277 +1,800 +3%
1
2 3 4