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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

92 hedge funds and large institutions have $443M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
29
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$34.2M
2
CWM
2
Congress Wealth Management
Massachusetts
$13.4M
3
GI
3
Gradient Investments
Minnesota
$41.3M
4
SMM
4
Stadion Money Management
Georgia
$11.6M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.04M
2
EFG
2
Everhart Financial Group
Ohio
$1.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M
4
BFG
4
Bouchey Financial Group
New York
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$42.6M 1,058,882 +147,708 +16%
GI
2
Gradient Investments
Minnesota
$41.3M 1,026,375 +314,539 +44%
Morgan Stanley
3
Morgan Stanley
New York
$39M 967,805 -90,777 -9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$34.9M 865,541 +75,073 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.2M 848,825 +457,974 +117%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$22.5M 559,132 +203,848 +57%
DK
7
David Kennon
Florida
$21.6M 535,461 -18,190 -3%
CA
8
Continuum Advisory
Idaho
$20M 495,611 +15,398 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.9M 394,924 -61,005 -13%
BFG
10
Bouchey Financial Group
New York
$15.4M 382,022 -153,413 -29%
BW
11
BIP Wealth
Georgia
$14.6M 361,344 +25,737 +8%
CWM
12
Congress Wealth Management
Massachusetts
$13.4M 332,051 +332,051 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.1M 300,435 -177,239 -37%
SMM
14
Stadion Money Management
Georgia
$11.6M 289,017 +289,017 New
WWM
15
WT Wealth Management
Arizona
$10.5M 260,759 -28,528 -10%
Jane Street
16
Jane Street
New York
$9.88M 245,308 +141,828 +137%
Bank of America
17
Bank of America
North Carolina
$8.04M 199,717 -346,300 -63%
AC
18
Avestar Capital
New York
$7.26M 180,387 -36,937 -17%
AI
19
Auour Investments
Massachusetts
$5.01M 124,719 +6,593 +6%
KDA
20
Kraft Davis & Associates
Missouri
$4.25M 106,076 +68,903 +185%
NGA
21
Naples Global Advisors
Florida
$4.19M 104,134 -11,225 -10%
UBS Group
22
UBS Group
Switzerland
$3.98M 98,828 -3,972 -4%
HWA
23
Heartwood Wealth Advisors
Virginia
$3.46M 86,027 +219 +0.3%
PAG
24
Private Advisor Group
New Jersey
$3.09M 76,834 +145 +0.2%
MSAM
25
Moloney Securities Asset Management
Missouri
$2.82M 70,107 -564 -0.8%
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