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SPDR SSgA Ultra Short Term Bond ETF (ULST) Institutional Ownership

SPDR SSgA Ultra Short Term Bond ETF logo
$40.51 0.00 (0.00%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR SSgA Ultra Short Term Bond ETF (NYSEARCA:ULST)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$143.78M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$76.17M
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ULST Institutional Buying and Selling by Quarter

SPDR SSgA Ultra Short Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 CGN Advisors LLC30,291$1.22M0.1%+12.2%0.210%
1/14/2025 Winch Advisory Services LLC6,239$252K0.1%-10.8%0.043%
1/13/2025 Elmwood Wealth Management Inc.39,187$1.58M0.6%-8.1%0.271%
1/13/2025 Salem Investment Counselors Inc.22,459$908K0.0%+9.1%0.155%
1/10/2025 Wealth Enhancement Advisory Services LLC201,908$8.23M0.0%+18.2%1.397%
12/26/2024JPMorgan Chase & Co.7,648$312K0.0%+6,117.9%0.053%
12/9/2024Copley Financial Group Inc.92,010$3.75M3.4%N/A0.637%
11/25/2024Sanctuary Advisors LLC38,615$1.57M0.0%+209.0%0.267%
11/18/2024Brown Financial Advisors88,624$3.61M1.5%+5.0%0.613%
11/15/2024Continuum Advisory LLC13,908$563K0.1%-57.0%0.096%
11/15/2024MML Investors Services LLC23,680$966K0.0%-69.1%0.164%
11/15/2024Zega Financial LLC6,325$258K0.0%N/A0.044%
11/15/2024Jane Street Group LLC11,767$480K0.0%-72.3%0.081%
11/15/2024Stifel Financial Corp23,826$972K0.0%-2.3%0.165%
11/14/2024Flow Traders U.S. LLC5,475$223K0.0%-84.9%0.038%
11/13/2024Avestar Capital LLC566,224$23.09M2.4%+25.6%3.919%
11/13/2024Private Trust Co. NA1,707$70K0.0%+177.1%0.012%
11/12/2024Centaurus Financial Inc.7,970$325K0.0%-40.4%0.055%
11/8/2024Kraft Davis & Associates LLC28,435$1.15M0.3%-59.3%0.197%
11/8/2024BIP Wealth LLC468,672$19.11M1.3%+19.6%3.243%
11/5/2024Prime Capital Investment Advisors LLC12,644$516K0.0%+2.3%0.088%
11/5/2024Verus Capital Partners LLC107,848$4.40M0.4%+8.7%0.746%
11/5/2024Harbour Investments Inc.16,629$678K0.0%+4.0%0.115%
10/31/2024Advisor Resource Council17,065$696K0.3%N/A0.118%
10/30/2024Leslie Global Wealth LLC6,684$273K0.1%N/A0.046%
10/30/2024Auour Investments LLC111,055$4.51M1.6%-3.3%0.769%
10/30/2024Moloney Securities Asset Management LLC101,221$4.13M0.6%+12.6%0.700%
10/28/2024Gladstone Institutional Advisory LLC10,112$412K0.0%-16.5%0.070%
10/25/2024Financial Advocates Investment Management32,680$1.33M0.1%-1.7%0.226%
10/25/2024Valmark Advisers Inc.13,714$559K0.0%-2.5%0.095%
10/24/2024Richardson Financial Services Inc.19,244$782K0.5%+100.0%0.133%
10/24/2024 Wealth Enhancement Advisory Services LLC170,865$6.97M0.0%-1.4%1.182%
10/22/2024David Kennon Inc197,228$8.04M3.2%+2.1%1.365%
10/22/2024Private Advisor Group LLC38,859$1.59M0.0%+17.4%0.269%
10/22/2024WT Wealth Management120,188$4.88M1.2%-34.6%0.832%
10/18/2024Raymond James & Associates516,191$21.05M0.0%-9.6%3.572%
10/16/2024 Capstone Wealth Management Group LLC10,506$428K0.3%+3.8%0.073%
10/11/2024 Elmwood Wealth Management Inc.42,632$1.74M0.7%+5.9%0.295%
10/11/2024Paladin Wealth LLC37,285$1.52M1.3%N/A0.258%
10/9/2024ORBA Wealth Advisors L.L.C.232,258$9.47M4.8%-2.9%1.607%
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10/8/2024CWM LLC1,617,253$65.95M0.3%-7.4%11.192%
10/8/2024Mattson Financial Services LLC98,912$4.00M1.4%-0.6%0.685%
9/30/2024Mattson Financial Services LLC99,495$4.03M1.4%N/A0.689%
9/23/2024Centaurus Financial Inc.13,370$541K0.0%+69.2%0.093%
9/5/2024Sanctuary Advisors LLC12,498$505K0.0%N/A0.086%
8/30/2024Brown Financial Advisors84,439$3.42M1.5%N/A0.584%
8/22/2024PVG Asset Management Corp5,552$225K0.9%N/A0.038%
8/10/2024Perennial Investment Advisors LLC10,166$411K0.1%-26.3%0.070%
8/9/2024ICA Group Wealth Management LLC1,857$75K0.0%-43.6%0.013%
8/8/2024Envestnet Asset Management Inc.277,327$11.22M0.0%-2.5%1.919%
8/8/2024PFG Advisors18,281$740K0.1%-19.3%0.127%
8/8/2024LPL Financial LLC1,137,180$46.02M0.0%+13.8%7.870%
8/7/2024Redwood Financial Network Corp7,606$308K0.3%-25.1%0.053%
8/5/2024Private Advisor Group LLC33,099$1.34M0.0%+25.5%0.229%
8/1/2024Verus Capital Partners LLC99,188$4.01M0.4%+179.3%0.686%
8/1/2024Valmark Advisers Inc.14,067$569K0.0%-4.5%0.097%
7/31/2024Aptus Capital Advisors LLC3,535$143K0.0%-23.1%0.024%
7/31/2024Rothschild Investment LLC1,002$41K0.0%N/A0.007%
7/31/2024Fortis Group Advisors LLC5,302$215K0.0%-57.6%0.037%
7/30/2024Moloney Securities Asset Management LLC89,877$3.64M0.5%+7.6%0.622%
7/29/2024Kraft Davis & Associates LLC69,837$2.83M0.9%-35.3%0.483%
7/29/2024Financial Advocates Investment Management33,238$1.35M0.1%-1.5%0.230%
7/26/2024AlphaStar Capital Management LLC5,872$238K0.0%N/A0.041%
7/25/2024David Kennon Inc193,255$7.82M3.3%-0.3%1.337%
7/25/2024Levy Wealth Management Group LLC32,207$1.30M0.3%-1.8%0.223%
7/24/2024Everhart Financial Group Inc.9,599$388K0.1%-44.9%0.066%
7/20/2024Auour Investments LLC114,904$4.65M1.7%-13.0%0.795%
7/20/2024Continuum Advisory LLC32,317$1.31M0.2%-20.1%0.224%
7/19/2024Western Wealth Management LLC16,530$669K0.0%-6.6%0.114%
7/19/2024Raymond James & Associates570,797$23.10M0.0%+81.5%3.950%
7/18/2024Gradient Investments LLC1,753,402$70.96M1.6%+12.4%12.134%
7/18/2024Naples Global Advisors LLC53,200$2.15M0.2%-25.3%0.368%
7/16/2024ORBA Wealth Advisors L.L.C.239,103$9.68M5.0%-6.5%1.655%
7/16/2024 Wealth Enhancement Advisory Services LLC173,319$7.01M0.0%-12.6%1.199%
7/16/2024Ameliora Wealth Management Ltd.27,767$1.12M0.5%-40.7%0.192%
7/10/2024 CGN Advisors LLC26,942$1.09M0.1%-9.8%0.186%
7/10/2024CWM LLC1,745,582$70.64M0.3%+3.4%12.080%
7/9/2024Northwest Capital Management Inc822$33K0.0%-44.4%0.006%
6/4/2024Tactive Advisors LLC5,955$241K0.1%N/A0.041%
5/17/2024Comerica Bank10,975$444K0.0%-2.4%0.076%
5/17/2024Tidal Investments LLC7,353$298K0.0%-58.1%0.051%
5/16/2024Kraft Davis & Associates LLC107,996$4.36M1.4%-54.6%0.747%
5/8/2024Avantax Advisory Services Inc.12,300$498K0.0%-51.4%0.085%
5/7/2024Verus Capital Partners LLC35,512$1.44M0.2%+65.8%0.246%
5/7/2024PFG Advisors22,651$917K0.1%+138.1%0.157%
5/4/2024Richardson Financial Services Inc.9,671$392K0.3%N/A0.067%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,217$657K0.1%N/A0.112%
5/2/2024Moloney Securities Asset Management LLC83,493$3.38M0.5%+7.9%0.578%
5/1/2024Auour Investments LLC132,108$5.35M2.0%+5.6%0.914%
5/1/2024ORBA Wealth Advisors L.L.C.255,820$10.36M5.7%-0.9%1.770%
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4/30/2024Fortis Group Advisors LLC12,500$506K0.1%-37.4%0.087%
4/30/2024Naples Global Advisors LLC71,184$2.88M0.3%-14.8%0.493%
4/23/2024Gradient Investments LLC1,559,274$63.15M1.5%+6.8%10.791%
4/22/2024Raymond James & Associates314,524$12.74M0.0%+13.7%2.177%
4/19/2024Advisor Resource Council19,994$807K0.3%-90.5%0.138%
4/18/2024Congress Wealth Management LLC DE336,839$13.64M0.2%+0.5%2.331%
4/17/2024Trilogy Capital Inc.9,180$372K0.0%+27.9%0.064%
4/16/2024Ameliora Wealth Management Ltd.46,844$1.90M0.9%-6.3%0.324%
4/16/2024 Wealth Enhancement Advisory Services LLC198,271$8.03M0.0%-62.9%1.372%
4/12/2024 CGN Advisors LLC29,856$1.21M0.2%-10.1%0.214%
(Data available from 1/1/2016 forward)

ULST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ULST shares?

During the previous two years, 122 institutional investors and hedge funds held shares of SPDR SSgA Ultra Short Term Bond ETF. The most heavily invested institutionals were Gradient Investments LLC ($70.96M), CWM LLC ($65.95M), LPL Financial LLC ($46.02M), Advisor Group Holdings Inc. ($27.91M), NewEdge Advisors LLC ($25.78M), Avestar Capital LLC ($23.09M), and Raymond James & Associates ($21.05M).Learn more on ULST's institutional investors.

Which institutional investors have been buying SPDR SSgA Ultra Short Term Bond ETF stock?

Of the 102 institutional investors that purchased SPDR SSgA Ultra Short Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.48M), CWM LLC ($1.19M), Avestar Capital LLC ($817.04K), Bouchey Financial Group Ltd ($638.77K), NewEdge Advisors LLC ($575.27K), Raymond James & Associates ($570.80K), and David Kennon Inc ($557.62K).

How much institutional buying is happening at SPDR SSgA Ultra Short Term Bond ETF?

Institutional investors have bought a total of 11,254,724 shares in the last 24 months. This purchase volume represents approximately $453.51M in transactions.

Which SPDR SSgA Ultra Short Term Bond ETF major shareholders have been selling company stock?

Of the 72 institutional investors that sold SPDR SSgA Ultra Short Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($364.15K), David Kennon Inc ($361.85K), Advisor Resource Council ($212.54K), Kraft Davis & Associates LLC ($209.66K), Everhart Financial Group Inc. ($190.06K), Envestnet Asset Management Inc. ($184.39K), and Bouchey Financial Group Ltd ($153.41K).

How much institutional selling is happening at SPDR SSgA Ultra Short Term Bond ETF?

Institutional investors have sold a total of 3,144,528 shares in the last 24 months. This volume of shares sold represents approximately $127.09M in transactions.



This page (NYSEARCA:ULST) was last updated on 1/18/2025 by MarketBeat.com Staff
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