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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

102 hedge funds and large institutions have $434M invested in SPDR SSGA Ultra Short Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
38
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$68.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.27M
3
GI
3
Gradient Investments
Minnesota
$63.2M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.2M
5
BW
5
BIP Wealth
Georgia
$17.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.03M
3
AC
3
Avestar Capital
New York
$18.1M
4
ARC
4
Advisor Resource Council
Texas
$807K
5
KDA
5
Kraft Davis & Associates
Missouri
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$68.4M 1,688,120 +557,069 +49%
GI
2
Gradient Investments
Minnesota
$63.2M 1,559,274 +99,639 +7%
LPL Financial
3
LPL Financial
California
$40.5M 998,968 +35,677 +4%
Morgan Stanley
4
Morgan Stanley
New York
$26.3M 648,728 -555,954 -46%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.4M 553,771 -66,869 -11%
BFG
6
Bouchey Financial Group
New York
$20.8M 514,008 +28,654 +6%
AC
7
Avestar Capital
New York
$18.1M 447,926 -216,929 -33%
BW
8
BIP Wealth
Georgia
$17.2M 423,757 +42,528 +11%
CWM
9
Congress Wealth Management
Massachusetts
$13.6M 336,839 +1,608 +0.5%
RJA
10
Raymond James & Associates
Florida
$12.7M 314,524 +37,896 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.5M 284,481 -2,607 -0.9%
OWA
12
ORBA Wealth Advisors
Illinois
$10.4M 255,820 -2,247 -0.9%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$8.03M 198,271 -336,743 -63%
WWM
14
WT Wealth Management
Arizona
$7.86M 194,027 -15,868 -8%
DK
15
David Kennon
Florida
$7.85M 193,833 +1,451 +0.8%
Bank of America
16
Bank of America
North Carolina
$7.49M 184,893 +1,663 +0.9%
AI
17
Auour Investments
Massachusetts
$5.35M 132,108 +7,019 +6%
KDA
18
Kraft Davis & Associates
Missouri
$4.36M 107,996 -130,101 -55%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.27M 105,373 +105,373 New
UBS Group
20
UBS Group
Switzerland
$3.67M 90,671 +3,966 +5%
MSAM
21
Moloney Securities Asset Management
Missouri
$3.38M 83,493 +6,109 +8%
Jane Street
22
Jane Street
New York
$3.33M 82,336 -4,812 -6%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.2M 79,003 +51,945 +192%
NGA
24
Naples Global Advisors
Florida
$2.88M 71,184 -12,375 -15%
ACM
25
ADAR1 Capital Management
Texas
$1.93M 47,684 -13,580 -22%
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