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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

92 hedge funds and large institutions have $418M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
36
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
BFG
2
Bouchey Financial Group
New York
$21.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.7M
4
WWM
4
WT Wealth Management
Arizona
$11.6M
5
GI
5
Gradient Investments
Minnesota
$28.7M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$1.37M
2
IWM
2
IHT Wealth Management
Illinois
$0
3
HI
3
Harbour Investments
Wisconsin
$393K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$895K
5
RCS
5
Retirement Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.6M 1,058,582 +519,666 +96%
LPL Financial
2
LPL Financial
California
$36.7M 911,174 +52,718 +6%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$31.8M 790,468 +75,906 +11%
GI
4
Gradient Investments
Minnesota
$28.7M 711,836 +236,662 +50%
DK
5
David Kennon
Florida
$22.3M 553,651 +2,541 +0.5%
Bank of America
6
Bank of America
North Carolina
$22M 546,017 +1,020 +0.2%
BFG
7
Bouchey Financial Group
New York
$21.6M 535,435 +331,232 +162%
CA
8
Continuum Advisory
Idaho
$19.3M 480,213 +47,947 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.2M 477,674 +163,339 +52%
Osaic Holdings
10
Osaic Holdings
Arizona
$18.4M 455,929 -11,736 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.7M 390,851 +300,288 +332%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$14.3M 355,284 +60,018 +20%
BW
13
BIP Wealth
Georgia
$13.5M 335,607 +94,364 +39%
WWM
14
WT Wealth Management
Arizona
$11.6M 289,287 +247,838 +598%
AC
15
Avestar Capital
New York
$8.75M 217,324 +1,181 +0.5%
EFG
16
Everhart Financial Group
Ohio
$8.63M 214,421 +22,242 +12%
AI
17
Auour Investments
Massachusetts
$4.75M 118,126 +118,126 New
TI
18
Tidal Investments
Wisconsin
$4.66M 115,886 -28,229 -20%
NGA
19
Naples Global Advisors
Florida
$4.64M 115,359 -1,350 -1%
PAM
20
PVG Asset Management
Colorado
$4.2M 104,420 -39,865 -28%
Jane Street
21
Jane Street
New York
$4.17M 103,480 +56,471 +120%
UBS Group
22
UBS Group
Switzerland
$4.14M 102,800 -6,307 -6%
HWA
23
Heartwood Wealth Advisors
Virginia
$3.45M 85,808 +1,958 +2%
PAG
24
Private Advisor Group
New Jersey
$3.09M 76,689 +1,169 +2%
EWM
25
Elmwood Wealth Management
California
$3.06M 76,050 +8,550 +13%
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