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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

111 hedge funds and large institutions have $441M invested in SPDR SSGA Ultra Short Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 52 reducing their positions, and 7 closing their positions.

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
28
Reduced
52
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$23.1M
2
GI
2
Gradient Investments
Minnesota
$71M
3
LPL Financial
3
LPL Financial
California
$46M
4
MFS
4
Mattson Financial Services
Michigan
$4.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.13M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.39M
3
Jane Street
3
Jane Street
New York
$1.72M
4
KDA
4
Kraft Davis & Associates
Missouri
$2.83M
5
BW
5
BIP Wealth
Georgia
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$71M 1,753,402 +194,128 +12%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$70.6M 1,745,582 +57,462 +3%
LPL Financial
3
LPL Financial
California
$46M 1,137,180 +138,212 +14%
Morgan Stanley
4
Morgan Stanley
New York
$29.8M 737,554 +88,826 +14%
RJA
5
Raymond James & Associates
Florida
$23.1M 570,797 +256,273 +81%
BFG
6
Bouchey Financial Group
New York
$21.7M 536,916 +22,908 +4%
AC
7
Avestar Capital
New York
$18.3M 450,978 +3,052 +0.7%
BW
8
BIP Wealth
Georgia
$15.9M 391,946 -31,811 -8%
CWM
9
Congress Wealth Management
Massachusetts
$13M 320,860 -15,979 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.2M 277,327 -7,154 -3%
OWA
11
ORBA Wealth Advisors
Illinois
$9.68M 239,103 -16,717 -7%
Bank of America
12
Bank of America
North Carolina
$7.91M 195,370 +10,477 +6%
DK
13
David Kennon
Florida
$7.82M 193,255 -578 -0.3%
WWM
14
WT Wealth Management
Arizona
$7.43M 183,662 -10,365 -5%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$7.01M 173,319 -24,952 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.13M 126,776 -426,995 -77%
AI
17
Auour Investments
Massachusetts
$4.65M 114,904 -17,204 -13%
MFS
18
Mattson Financial Services
Michigan
$4.03M 99,495 +99,495 New
VCP
19
Verus Capital Partners
Arizona
$4.01M 99,188 +63,676 +179%
MSAM
20
Moloney Securities Asset Management
Missouri
$3.64M 89,877 +6,384 +8%
BFA
21
Brown Financial Advisors
Ohio
$3.42M 84,439 +84,439 New
MML Investors Services
22
MML Investors Services
Massachusetts
$3.1M 76,656 -2,347 -3%
UBS Group
23
UBS Group
Switzerland
$2.98M 73,617 -17,054 -19%
KDA
24
Kraft Davis & Associates
Missouri
$2.83M 69,837 -38,159 -35%
NGA
25
Naples Global Advisors
Florida
$2.15M 53,200 -17,984 -25%
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