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SPDR SSGA Ultra Short Term Bond ETF
ULST

Overview Fund Activity

117 hedge funds and large institutions have $466M invested in SPDR SSGA Ultra Short Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
51
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$68.9M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$17.3M
3
PWM
3
PTM Wealth Management
United States
$7.09M
4
AC
4
Avestar Capital
New York
$26.3M
5
GI
5
Gradient Investments
Minnesota
$75.1M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.54M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.1M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$75.1M 1,847,262 +101,779 +6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$69.3M 1,704,621 +32,023 +2%
LPL Financial
3
LPL Financial
California
$68.9M 1,695,009 +569,720 +51%
AC
4
Avestar Capital
New York
$26.3M 645,843 +103,228 +19%
Morgan Stanley
5
Morgan Stanley
New York
$26.1M 642,037 -40,128 -6%
BW
6
BIP Wealth
Georgia
$21.9M 538,959 +38,469 +8%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$17.3M 424,540 +424,540 New
Raymond James Financial
8
Raymond James Financial
Florida
$12.1M 297,353 -223,961 -43%
IC
9
IEQ Capital
California
$10.3M 252,418 -14,879 -6%
DK
10
David Kennon
Florida
$8.49M 208,977 +3,262 +2%
OWA
11
ORBA Wealth Advisors
Illinois
$8.42M 207,100 +6,036 +3%
Bank of America
12
Bank of America
North Carolina
$8.16M 200,843 -12,902 -6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$7.54M 185,425 -52,828 -22%
BFG
14
Bouchey Financial Group
New York
$7.24M 178,188 +8,253 +5%
PWM
15
PTM Wealth Management
United States
$7.09M 174,875 +174,875 New
WWM
16
WT Wealth Management
Arizona
$5.64M 138,854 +19,581 +16%
AI
17
Auour Investments
Massachusetts
$5.32M 130,744 -9,583 -7%
VCP
18
Verus Capital Partners
Arizona
$5M 123,031 +5,081 +4%
BFA
19
Brown Financial Advisors
Ohio
$4.87M 119,851 +31,748 +36%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.31M 105,984 +23,540 +29%
HI
21
Harbour Investments
Wisconsin
$3.67M 90,289 +74,772 +482%
MSAM
22
Moloney Securities Asset Management
Missouri
$3.54M 87,068 -31,803 -27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.33M 81,961 -3,296 -4%
ARC
24
Advisor Resource Council
Texas
$2.96M 74,259 +74,259 New
UBS Group
25
UBS Group
Switzerland
$2.81M 69,125 +6,265 +10%
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