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State Street Ultra Short Term Bond ETF

109 hedge funds and large institutions have $456M invested in State Street Ultra Short Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

1% more funds holding

Funds holding: 108109 (+1)

0.5% less ownership

Funds ownership: 73.83%73.33% (-0.5%)

2% less capital invested

Capital invested by funds: $467M → $456M (-$10.7M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
41
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$154M +$9.77M +240,602 +7%
LPL Financial
2
LPL Financial
California
$53.7M -$21.8M -537,460 -29%
PWM
3
PTM Wealth Management
United States
$28.5M +$1.73M +42,606 +6%
AC
4
Avestar Capital
New York
$25.2M -$1.77M -43,659 -7%
Morgan Stanley
5
Morgan Stanley
New York
$24.9M +$356K +8,770 +1%
BW
6
BIP Wealth
Georgia
$23M +$541K +13,318 +2%
AQR Capital Management
7
AQR Capital Management
Connecticut
$16.8M -$3.12M -76,817 -16%
Citadel Advisors
8
Citadel Advisors
Florida
$13.2M +$13.2M +324,768 New
Bank of America
9
Bank of America
North Carolina
$10.6M +$2.4M +59,189 +29%
Raymond James Financial
10
Raymond James Financial
Florida
$10.2M +$201K +4,943 +2%
IC
11
IEQ Capital
California
$7.82M -$1.71M -42,100 -18%
OWA
12
ORBA Wealth Advisors
Illinois
$7.38M +$1.53M +37,613 +26%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$5.89M -$245K -6,033 -4%
DK
14
David Kennon
Florida
$4.28M -$3.9M -96,141 -48%
WWM
15
WT Wealth Management
Arizona
$3.93M -$657K -16,194 -14%
NFG
16
Norris Financial Group
South Carolina
$3.23M -$232K -5,713 -7%
BFS
17
BridgePort Financial Solutions
Iowa
$3.19M +$114K +2,820 +4%
UBS Group
18
UBS Group
Switzerland
$3.18M +$641K +15,782 +25%
VCP
19
Verus Capital Partners
Arizona
$2.6M -$29.3K -721 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.54M -$392K -9,655 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.35M -$183K -4,513 -7%
FTUS
22
Flow Traders U.S.
New York
$2.31M +$1.35M +33,244 +140%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.06M +$746K +18,372 +57%
BWMG
24
Barnes Wealth Management Group
California
$2.04M +$63.1K +1,553 +3%
EWM
25
Elmwood Wealth Management
California
$1.99M -$39.3K -967 -2%