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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

93 hedge funds and large institutions have $378M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
23
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$25.8M
2
DK
2
David Kennon
Florida
$22.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$28.8M
4
IWM
4
IHT Wealth Management
Illinois
$15.6M
5
Bank of America
5
Bank of America
North Carolina
$21.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.5M
2
B
2
Bensler
Washington
$0
3
T
3
TRUADVICE
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$34.6M 858,456 -7,807 -0.9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$28.8M 714,562 +425,009 +147%
NA
3
NewEdge Advisors
Louisiana
$25.8M 640,500 +575,274 +882%
DK
4
David Kennon
Florida
$22.2M 551,110 +551,110 New
Bank of America
5
Bank of America
North Carolina
$21.9M 544,997 +296,701 +119%
Morgan Stanley
6
Morgan Stanley
New York
$21.7M 538,916 +52,740 +11%
GI
7
Gradient Investments
Minnesota
$19.1M 475,174 +198,583 +72%
Osaic Holdings
8
Osaic Holdings
Arizona
$18.8M 467,665 -230,429 -33%
CA
9
Continuum Advisory
Idaho
$17.4M 432,266 +18,813 +5%
IWM
10
IHT Wealth Management
Illinois
$15.6M 386,656 +386,656 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.7M 314,335 +74,799 +31%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$11.9M 295,266 +295,266 New
BW
13
BIP Wealth
Georgia
$9.7M 241,243 +241,243 New
AC
14
Avestar Capital
New York
$8.7M 216,143 +216,143 New
BFG
15
Bouchey Financial Group
New York
$8.22M 204,203 +74,839 +58%
EFG
16
Everhart Financial Group
Ohio
$7.74M 192,179 +192,179 New
PAM
17
PVG Asset Management
Colorado
$5.81M 144,285 +73,669 +104%
TI
18
Tidal Investments
Wisconsin
$5.8M 144,115 +9,956 +7%
HI
19
Harbour Investments
Wisconsin
$5.78M 143,689 -57,346 -29%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$5.22M 129,604 -132,251 -51%
NGA
21
Naples Global Advisors
Florida
$4.7M 116,709 -6,650 -5%
UBS Group
22
UBS Group
Switzerland
$4.39M 109,107 -26,693 -20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.65M 90,563 +17,091 +23%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.45M 85,683 +43,252 +102%
HWA
25
Heartwood Wealth Advisors
Virginia
$3.37M 83,850 +2,430 +3%
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