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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

104 hedge funds and large institutions have $462M invested in SPDR SSGA Ultra Short Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
32
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$26.8M
2
GI
2
Gradient Investments
Minnesota
$58.9M
3
RJA
3
Raymond James & Associates
Florida
$11.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$45.7M
5
OWA
5
ORBA Wealth Advisors
Illinois
$10.4M

Top Sellers

1
CA
1
Continuum Advisory
Idaho
$1.35M
2
DK
2
David Kennon
Florida
$7.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.45M
4
SMM
4
Stadion Money Management
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$58.9M 1,459,635 +433,260 +42%
Morgan Stanley
2
Morgan Stanley
New York
$48.6M 1,204,682 +236,877 +24%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$45.7M 1,131,051 +265,510 +31%
LPL Financial
4
LPL Financial
California
$38.9M 963,291 -95,591 -9%
AC
5
Avestar Capital
New York
$26.8M 664,855 +484,468 +269%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.1M 620,640 -228,185 -27%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$21.6M 535,014 -24,118 -4%
BFG
8
Bouchey Financial Group
New York
$19.6M 485,354 +103,332 +27%
BW
9
BIP Wealth
Georgia
$15.4M 381,229 +19,885 +6%
CWM
10
Congress Wealth Management
Massachusetts
$13.5M 335,231 +3,180 +1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.6M 287,088 -13,347 -4%
RJA
12
Raymond James & Associates
Florida
$11.2M 276,628 +276,628 New
OWA
13
ORBA Wealth Advisors
Illinois
$10.4M 258,067 +258,067 New
KDA
14
Kraft Davis & Associates
Missouri
$9.65M 238,097 +132,021 +124%
WWM
15
WT Wealth Management
Arizona
$8.48M 209,895 -50,864 -20%
ARC
16
Advisor Resource Council
Texas
$8.46M 209,437 +202,085 +2,749%
DK
17
David Kennon
Florida
$7.77M 192,382 -343,079 -64%
Bank of America
18
Bank of America
North Carolina
$7.4M 183,230 -16,487 -8%
AI
19
Auour Investments
Massachusetts
$5.07M 125,089 +370 +0.3%
Jane Street
20
Jane Street
New York
$3.52M 87,148 -158,160 -64%
UBS Group
21
UBS Group
Switzerland
$3.5M 86,705 -12,123 -12%
NGA
22
Naples Global Advisors
Florida
$3.37M 83,559 -20,575 -20%
MSAM
23
Moloney Securities Asset Management
Missouri
$3.12M 77,384 +7,277 +10%
BCI
24
Brinker Capital Investments
Pennsylvania
$2.82M 69,829 +69,829 New
OPS
25
Orion Portfolio Solutions
Nebraska
$2.82M 69,829 +69,829 New
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