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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

109 hedge funds and large institutions have $411M invested in SPDR SSGA Ultra Short Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
32
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$21.1M
2
IC
2
IEQ Capital
California
$10.8M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$3.33M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$9.63M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.25M

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$6.87M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.11M
3
GS
3
GTS Securities
New York
$0
4
MFS
4
Mattson Financial Services
Michigan
$1.82M
5
CFG
5
Copley Financial Group
California
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$70.5M 1,745,483 +36,987 +2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$67.6M 1,672,598 +55,345 +3%
LPL Financial
3
LPL Financial
California
$45.5M 1,125,289 +48,588 +5%
Morgan Stanley
4
Morgan Stanley
New York
$27.6M 682,165 -9,741 -1%
AC
5
Avestar Capital
New York
$21.9M 542,615 -23,609 -4%
Raymond James Financial
6
Raymond James Financial
Florida
$21.1M 521,314 +521,314 New
BW
7
BIP Wealth
Georgia
$20.2M 500,490 +31,818 +7%
IC
8
IEQ Capital
California
$10.8M 267,297 +267,297 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$9.63M 238,253 +67,388 +39%
Bank of America
10
Bank of America
North Carolina
$8.64M 213,745 +20,930 +11%
DK
11
David Kennon
Florida
$8.31M 205,715 +8,487 +4%
OWA
12
ORBA Wealth Advisors
Illinois
$8.13M 201,064 -31,194 -13%
BFG
13
Bouchey Financial Group
New York
$6.87M 169,935 -290,798 -63%
AI
14
Auour Investments
Massachusetts
$5.7M 140,327 +29,272 +26%
WWM
15
WT Wealth Management
Arizona
$4.82M 119,273 -915 -0.8%
MSAM
16
Moloney Securities Asset Management
Missouri
$4.8M 118,871 +17,650 +17%
VCP
17
Verus Capital Partners
Arizona
$4.77M 117,950 +10,102 +9%
BFA
18
Brown Financial Advisors
Ohio
$3.56M 88,103 -521 -0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.45M 85,257 -16,776 -16%
AQR Capital Management
20
AQR Capital Management
Connecticut
$3.33M 82,444 +82,444 New
UBS Group
21
UBS Group
Switzerland
$2.54M 62,860 -7,872 -11%
CFG
22
Copley Financial Group
California
$2.46M 60,785 -31,225 -34%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.25M 55,787 +55,787 New
CWM
24
Congress Wealth Management
Massachusetts
$2.09M 51,839 +792 +2%
MFS
25
Mattson Financial Services
Michigan
$1.82M 44,536 -54,376 -55%
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