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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

100 hedge funds and large institutions have $414M invested in SPDR SSGA Ultra Short Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
100
Holders Change
-11
Holders Change %
-9.91%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
34
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$23.1M
2
CFG
2
Copley Financial Group
California
$3.75M
3
BW
3
BIP Wealth
Georgia
$19.1M
4
GS
4
GTS Securities
New York
$3.25M
5
PW
5
Paladin Wealth
Minnesota
$1.52M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$2.08M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$66M
3
BFG
3
Bouchey Financial Group
New York
$18.8M
4
WWM
4
WT Wealth Management
Arizona
$4.88M
5
LPL Financial
5
LPL Financial
California
$43.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$69.7M 1,708,496 -44,906 -3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$66M 1,617,253 -128,329 -7%
LPL Financial
3
LPL Financial
California
$43.9M 1,076,701 -60,479 -5%
Morgan Stanley
4
Morgan Stanley
New York
$28.2M 691,906 -45,648 -6%
AC
5
Avestar Capital
New York
$23.1M 566,224 +115,246 +26%
RJA
6
Raymond James & Associates
Florida
$21.1M 516,191 -54,606 -10%
BW
7
BIP Wealth
Georgia
$19.1M 468,672 +76,726 +20%
BFG
8
Bouchey Financial Group
New York
$18.8M 460,733 -76,183 -14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11.1M 271,787 -5,540 -2%
OWA
10
ORBA Wealth Advisors
Illinois
$9.47M 232,258 -6,845 -3%
DK
11
David Kennon
Florida
$8.04M 197,228 +3,973 +2%
Bank of America
12
Bank of America
North Carolina
$7.86M 192,815 -2,555 -1%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$6.97M 170,865 -2,454 -1%
WWM
14
WT Wealth Management
Arizona
$4.88M 120,188 -63,474 -35%
AI
15
Auour Investments
Massachusetts
$4.51M 111,055 -3,849 -3%
VCP
16
Verus Capital Partners
Arizona
$4.4M 107,848 +8,660 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.16M 102,033 -24,743 -20%
MSAM
18
Moloney Securities Asset Management
Missouri
$4.13M 101,221 +11,344 +13%
MFS
19
Mattson Financial Services
Michigan
$4M 98,912 -583 -0.6%
CFG
20
Copley Financial Group
California
$3.75M 92,010 +92,010 New
BFA
21
Brown Financial Advisors
Ohio
$3.61M 88,624 +4,185 +5%
GS
22
GTS Securities
New York
$3.25M 79,732 +72,380 +984%
UBS Group
23
UBS Group
Switzerland
$2.88M 70,732 -2,885 -4%
CWM
24
Congress Wealth Management
Massachusetts
$2.08M 51,047 -269,813 -84%
NGA
25
Naples Global Advisors
Florida
$1.89M 46,400 -6,800 -13%
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