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SPDR SSGA Ultra Short Term Bond ETF
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Overview Fund Activity

111 hedge funds and large institutions have $525M invested in SPDR SSGA Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
48
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$127M
2
PWM
PTM Wealth Management
United States
$24.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.26M
4
AC
Avestar Capital
New York
$29.7M
5
LPL Financial
LPL Financial
California
$72.1M

Top Sellers

1
TPWA
TRUE Private Wealth Advisors
Oregon
$0
2
BFG
Bouchey Financial Group
New York
$292K
3
OWA
ORBA Wealth Advisors
Illinois
$4.81M
4
HI
Harbour Investments
Wisconsin
$423K
5
ARC
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$127M +$57.9M +1,423,045 +83%
GI
2
Gradient Investments
Minnesota
$73.1M -$2.05M -50,331 -3%
LPL Financial
3
LPL Financial
California
$72.1M +$3.13M +77,063 +5%
AC
4
Avestar Capital
New York
$29.7M +$3.42M +84,203 +13%
Morgan Stanley
5
Morgan Stanley
New York
$27M +$848K +20,858 +3%
PWM
6
PTM Wealth Management
United States
$24.7M +$17.6M +434,896 +249%
BW
7
BIP Wealth
Georgia
$21.9M +$24.2K +594 +0.1%
Bank of America
8
Bank of America
North Carolina
$11.1M +$2.96M +72,900 +36%
Raymond James Financial
9
Raymond James Financial
Florida
$10.1M -$1.96M -48,272 -16%
IC
10
IEQ Capital
California
$9.7M -$563K -13,836 -5%
DK
11
David Kennon
Florida
$8.58M +$78.4K +1,928 +0.9%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$6.83M -$675K -16,662 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$6.26M +$6.26M +153,912 New
AQR Capital Management
14
AQR Capital Management
Connecticut
$6.03M +$1.73M +42,435 +40%
AI
15
Auour Investments
Massachusetts
$5.26M -$56.6K -1,391 -1%
VCP
16
Verus Capital Partners
Arizona
$5.03M +$32.3K +794 +0.6%
OWA
17
ORBA Wealth Advisors
Illinois
$4.81M -$3.61M -88,835 -43%
BFA
18
Brown Financial Advisors
Ohio
$4.03M -$846K -20,803 -17%
MSAM
19
Moloney Securities Asset Management
Missouri
$3.68M +$135K +3,323 +4%
Jane Street
20
Jane Street
New York
$3.21M +$2.49M +61,333 +349%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.12M -$210K -5,176 -6%
UBS Group
22
UBS Group
Switzerland
$2.63M -$182K -4,470 -6%
FTUS
23
Flow Traders U.S.
New York
$2.45M +$2.45M +60,301 New
KDA
24
Kraft Davis & Associates
Missouri
$2.36M +$1.92M +47,172 +429%
HF
25
HRT Financial
New York
$2.29M +$2.29M +56,442 New
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