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

SPDR SSgA Ultra Short Term Bond ETF logo
$40.51 +0.02 (+0.05%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$156.55M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$78.15M
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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
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%
11/15/2024 Zega Financial LLC6,325$258K0.0%N/A0.044%
11/15/2024Jane Street Group LLC11,767$480K0.0%-72.3%0.081%
11/15/2024 Stifel Financial Corp23,826$972K0.0%-2.3%0.165%
11/14/2024 Flow Traders U.S. LLC5,475$223K0.0%-84.9%0.038%
11/13/2024 Avestar Capital LLC566,224$23.09M2.4%+25.6%3.919%
11/13/2024 Private Trust Co. NA1,707$70K0.0%+177.1%0.012%
11/12/2024 Centaurus Financial Inc.7,970$325K0.0%-40.4%0.055%
11/8/2024 Kraft Davis & Associates LLC28,435$1.15M0.3%-59.3%0.197%
11/8/2024 BIP Wealth LLC468,672$19.11M1.3%+19.6%3.243%
11/5/2024 Prime Capital Investment Advisors LLC12,644$516K0.0%+2.3%0.088%
11/5/2024 Verus Capital Partners LLC107,848$4.40M0.4%+8.7%0.746%
11/5/2024 Harbour Investments Inc.16,629$678K0.0%+4.0%0.115%
10/31/2024 Advisor Resource Council17,065$696K0.3%N/A0.118%
10/30/2024 Leslie Global Wealth LLC6,684$273K0.1%N/A0.046%
10/30/2024 Auour Investments LLC111,055$4.51M1.6%-3.3%0.769%
10/30/2024 Moloney Securities Asset Management LLC101,221$4.13M0.6%+12.6%0.700%
10/28/2024 Gladstone Institutional Advisory LLC10,112$412K0.0%-16.5%0.070%
10/25/2024 Financial Advocates Investment Management32,680$1.33M0.1%-1.7%0.226%
10/25/2024 Valmark Advisers Inc.13,714$559K0.0%-2.5%0.095%
10/24/2024 Richardson 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%
10/22/2024 David Kennon Inc197,228$8.04M3.2%+2.1%1.365%
10/22/2024 Private Advisor Group LLC38,859$1.59M0.0%+17.4%0.269%
10/22/2024 WT 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%
10/11/2024 Paladin Wealth LLC37,285$1.52M1.3%N/A0.258%
10/9/2024 ORBA Wealth Advisors L.L.C.232,258$9.47M4.8%-2.9%1.607%
10/8/2024 CWM LLC1,617,253$65.95M0.3%-7.4%11.192%
10/8/2024 Mattson Financial Services LLC98,912$4.00M1.4%-0.6%0.685%
9/30/2024 Mattson Financial Services LLC99,495$4.03M1.4%N/A0.689%
9/23/2024 Centaurus 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%
8/10/2024 Perennial Investment Advisors LLC10,166$411K0.1%-26.3%0.070%
8/9/2024ICA Group Wealth Management LLC1,857$75K0.0%-43.6%0.013%
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8/8/2024 Envestnet Asset Management Inc.277,327$11.22M0.0%-2.5%1.919%
8/8/2024 PFG Advisors18,281$740K0.1%-19.3%0.127%
8/8/2024 LPL Financial LLC1,137,180$46.02M0.0%+13.8%7.870%
8/7/2024 Redwood Financial Network Corp7,606$308K0.3%-25.1%0.053%
8/5/2024 Private Advisor Group LLC33,099$1.34M0.0%+25.5%0.229%
8/1/2024 Verus Capital Partners LLC99,188$4.01M0.4%+179.3%0.686%
8/1/2024 Valmark Advisers Inc.14,067$569K0.0%-4.5%0.097%
7/31/2024 Aptus Capital Advisors LLC3,535$143K0.0%-23.1%0.024%
7/31/2024Rothschild Investment LLC1,002$41K0.0%N/A0.007%
7/31/2024 Fortis Group Advisors LLC5,302$215K0.0%-57.6%0.037%
7/30/2024 Moloney Securities Asset Management LLC89,877$3.64M0.5%+7.6%0.622%
7/29/2024 Kraft Davis & Associates LLC69,837$2.83M0.9%-35.3%0.483%
7/29/2024 Financial Advocates Investment Management33,238$1.35M0.1%-1.5%0.230%
7/26/2024 AlphaStar Capital Management LLC5,872$238K0.0%N/A0.041%
7/25/2024 David 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%
7/24/2024 Everhart Financial Group Inc.9,599$388K0.1%-44.9%0.066%
7/20/2024 Auour Investments LLC114,904$4.65M1.7%-13.0%0.795%
7/20/2024Continuum Advisory LLC32,317$1.31M0.2%-20.1%0.224%
7/19/2024 Western Wealth Management LLC16,530$669K0.0%-6.6%0.114%
7/19/2024Raymond James & Associates570,797$23.10M0.0%+81.5%3.950%
7/18/2024 Gradient Investments LLC1,753,402$70.96M1.6%+12.4%12.134%
7/18/2024 Naples Global Advisors LLC53,200$2.15M0.2%-25.3%0.368%
7/16/2024 ORBA 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%
7/16/2024 Ameliora Wealth Management Ltd.27,767$1.12M0.5%-40.7%0.192%
7/10/2024CGN Advisors LLC26,942$1.09M0.1%-9.8%0.186%
7/10/2024 CWM LLC1,745,582$70.64M0.3%+3.4%12.080%
7/9/2024 Northwest Capital Management Inc822$33K0.0%-44.4%0.006%
6/4/2024Tactive Advisors LLC5,955$241K0.1%N/A0.041%
5/17/2024 Comerica Bank10,975$444K0.0%-2.4%0.076%
5/17/2024 Tidal Investments LLC7,353$298K0.0%-58.1%0.051%
5/16/2024 Kraft Davis & Associates LLC107,996$4.36M1.4%-54.6%0.747%
5/8/2024 Avantax Advisory Services Inc.12,300$498K0.0%-51.4%0.085%
5/7/2024 Verus Capital Partners LLC35,512$1.44M0.2%+65.8%0.246%
5/7/2024 PFG Advisors22,651$917K0.1%+138.1%0.157%
5/4/2024 Richardson Financial Services Inc.9,671$392K0.3%N/A0.067%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,217$657K0.1%N/A0.112%
5/2/2024 Moloney Securities Asset Management LLC83,493$3.38M0.5%+7.9%0.578%
5/1/2024 Auour Investments LLC132,108$5.35M2.0%+5.6%0.914%
5/1/2024 ORBA Wealth Advisors L.L.C.255,820$10.36M5.7%-0.9%1.770%
4/30/2024 Fortis Group Advisors LLC12,500$506K0.1%-37.4%0.087%
4/30/2024 Naples Global Advisors LLC71,184$2.88M0.3%-14.8%0.493%
4/23/2024 Gradient Investments LLC1,559,274$63.15M1.5%+6.8%10.791%
4/22/2024Raymond James & Associates314,524$12.74M0.0%+13.7%2.177%
4/19/2024 Advisor Resource Council19,994$807K0.3%-90.5%0.138%
4/18/2024 Congress Wealth Management LLC DE336,839$13.64M0.2%+0.5%2.331%
4/17/2024 Trilogy Capital Inc.9,180$372K0.0%+27.9%0.064%
4/16/2024 Ameliora 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%
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4/12/2024CGN Advisors LLC29,856$1.21M0.2%-10.1%0.214%
4/11/2024 Opal Wealth Advisors LLC11,999$486K0.2%-43.0%0.086%
4/11/2024 Salem Investment Counselors Inc.21,885$886K0.0%N/A0.157%
3/12/2024PVG Asset Management Corp10,961$443K2.1%-70.8%0.079%
3/8/2024ICA Group Wealth Management LLC3,168$128K0.0%N/A0.023%
2/26/2024 Centaurus Financial Inc.7,900$319K0.0%N/A0.057%
2/14/2024 ADAR1 Capital Management LLC61,264$2.47M0.9%N/A0.439%
2/12/2024 ORBA Wealth Advisors L.L.C.258,067$10.42M6.2%N/A1.850%
2/12/2024 Avestar Capital LLC664,855$26.85M3.0%+268.6%4.766%
2/12/2024 TD Capital Management LLC2,186$88K0.0%N/A0.016%
(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, 121 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 ($1.60M), 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 11,243,463 shares in the last 24 months. This purchase volume represents approximately $452.94M in transactions.

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

Of the 73 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), Heartwood Wealth Advisors LLC ($210.10K), Kraft Davis & Associates LLC ($209.66K), Everhart Financial Group Inc. ($190.06K), and Envestnet Asset Management Inc. ($184.39K).

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

Institutional investors have sold a total of 3,432,254 shares in the last 24 months. This volume of shares sold represents approximately $138.59M in transactions.



This page (NYSEARCA:ULST) was last updated on 11/17/2024 by MarketBeat.com Staff
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