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State Street Ultra Short Term Bond ETF

120 hedge funds and large institutions have $471M invested in State Street Ultra Short Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more capital invested

Capital invested by funds: $411M → $471M (+$59.8M)

8% more funds holding

Funds holding: 111120 (+9)

3.3% more ownership

Funds ownership: 76.85%80.15% (+3.3%)

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.61%
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
54
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$75.1M +$4.12M +101,779 +6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$69.3M +$1.3M +32,023 +2%
LPL Financial
3
LPL Financial
California
$68.9M +$23.1M +569,720 +51%
AC
4
Avestar Capital
New York
$26.3M +$4.18M +103,228 +19%
Morgan Stanley
5
Morgan Stanley
New York
$26.1M -$1.63M -40,128 -6%
BW
6
BIP Wealth
Georgia
$21.9M +$1.56M +38,469 +8%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$17.3M +$17.2M +424,540 New
Raymond James Financial
8
Raymond James Financial
Florida
$12.1M -$9.07M -223,961 -43%
IC
9
IEQ Capital
California
$10.3M -$603K -14,879 -6%
DK
10
David Kennon
Florida
$8.49M +$132K +3,262 +2%
OWA
11
ORBA Wealth Advisors
Illinois
$8.42M +$245K +6,036 +3%
Bank of America
12
Bank of America
North Carolina
$8.16M -$523K -12,902 -6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$7.54M -$2.14M -52,828 -22%
BFG
14
Bouchey Financial Group
New York
$7.24M +$334K +8,253 +5%
PWM
15
PTM Wealth Management
United States
$7.09M +$7.08M +174,875 New
WWM
16
WT Wealth Management
Arizona
$5.64M +$793K +19,581 +16%
AI
17
Auour Investments
Massachusetts
$5.32M -$388K -9,583 -7%
NFG
18
Norris Financial Group
South Carolina
$5.1M +$2.89M +71,294 +132%
BFA
19
Brown Financial Advisors
Ohio
$4.87M +$1.29M +31,748 +36%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.31M +$954K +23,540 +29%
HI
21
Harbour Investments
Wisconsin
$3.67M +$3.03M +74,772 +482%
MSAM
22
Moloney Securities Asset Management
Missouri
$3.54M -$1.29M -31,803 -27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.33M -$134K -3,296 -4%
ARC
24
Advisor Resource Council
Texas
$2.96M +$3.01M +74,259 New
UBS Group
25
UBS Group
Switzerland
$2.81M +$254K +6,265 +10%