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

SPDR SSgA Ultra Short Term Bond ETF logo
$40.58 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for SPDR SSgA Ultra Short Term Bond ETF (NYSEARCA:ULST)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$232.70M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$81.25M
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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
8/8/2025PNC Financial Services Group Inc.7,072$288K0.0%+7.6%0.049%
8/8/2025Bouchey Financial Group Ltd7,171$292K0.0%-96.0%0.050%
8/7/2025Verus Capital Partners LLC123,825$5.04M0.4%+0.6%0.855%
8/6/2025 ZEGA Investments LLC41,836$1.70M0.2%+36.1%0.289%
8/6/2025 Golden State Wealth Management LLC12,273$499K0.1%-25.1%0.085%
8/6/2025 ORBA Wealth Advisors L.L.C.118,265$4.81M4.4%-42.9%0.817%
8/1/2025 Envestnet Asset Management Inc.30,607$1.24M0.0%+8.7%0.211%
7/31/2025 BIP Wealth LLC539,553$21.94M1.4%+0.1%3.727%
7/31/2025 Moloney Securities Asset Management LLC90,391$3.68M0.5%+3.8%0.624%
7/29/2025 Stratos Wealth Partners LTD.20,271$824K0.0%+43.5%0.140%
7/29/2025 Private Trust Co. NA6,673$271K0.0%+189.4%0.046%
7/29/2025 Kraft Davis & Associates LLC58,160$2.36M0.6%+429.3%0.402%
7/29/2025 Mattson Financial Services LLC37,418$1.52M0.4%-9.6%0.259%
7/28/2025 Harbour Investments Inc.10,399$423K0.0%-88.5%0.072%
7/28/2025 Elmwood Wealth Management Inc.46,563$1.89M0.8%+2.9%0.322%
7/25/2025 CWM LLC3,127,666$127.17M0.4%+83.5%21.607%
7/23/2025 Valmark Advisers Inc.29,565$1.20M0.0%+74.7%0.203%
7/23/2025 Kingswood Wealth Advisors LLC9,189$374K0.0%+16.1%0.063%
7/22/2025 Wealthcare Advisory Partners LLC47,978$1.95M0.0%+475.2%0.329%
7/21/2025 Ameritas Advisory Services LLC2,200$89K0.0%N/A0.015%
7/21/2025 Crews Bank & Trust23,535$957K0.2%+1.3%0.162%
7/18/2025 Naples Global Advisors LLC35,250$1.43M0.1%-19.7%0.242%
7/17/2025 G&S Capital LLC13,857$563K0.2%+12.7%0.095%
7/17/2025 David Kennon Inc210,905$8.58M3.2%+0.9%1.442%
7/15/2025 McAdam LLC13,658$555K0.0%+16.3%0.093%
7/15/2025 CGN Advisors LLC29,059$1.18M0.1%+4.9%0.199%
7/10/2025 Wealth Enhancement Advisory Services LLC168,763$6.84M0.0%-9.0%1.148%
7/8/2025 PTM Wealth Management LLC609,771$24.70M16.3%+248.7%4.148%
7/8/2025 Paladin Wealth LLC29,195$1.19M0.9%-6.3%0.199%
7/8/2025 Gradient Investments LLC1,796,931$73.06M1.3%-2.7%12.224%
7/7/2025 Salem Investment Counselors Inc.20,409$830K0.0%-6.6%0.139%
5/22/2025 Mattson Financial Services LLC41,389$1.68M0.5%-7.1%0.255%
5/21/2025 McAdam LLC11,740$477K0.0%+79.0%0.072%
5/21/2025Geneos Wealth Management Inc.918$37K0.0%N/A0.006%
5/19/2025Jane Street Group LLC17,571$714K0.0%-22.3%0.108%
5/16/2025NewEdge Advisors LLC16,130$656K0.0%+45.4%0.100%
5/16/2025AQR Capital Management LLC105,984$4.31M0.0%+28.6%0.654%
5/15/2025Royal Bank of Canada81,961$3.33M0.0%-3.9%0.506%
5/15/2025TD Capital Management LLC992$40K0.0%-56.9%0.006%
5/15/2025Gerber Kawasaki Wealth & Investment Management11,172$454K0.0%+9.9%0.069%
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5/14/2025Ieq Capital LLC252,418$10.26M0.1%-5.6%1.558%
5/14/2025Comerica Bank9,833$400K0.0%-2.5%0.061%
5/14/2025Leslie Global Wealth LLC7,077$288K0.1%+24.7%0.044%
5/14/2025Barnes Wealth Management Group Inc38,074$1.55M1.0%+11.4%0.235%
5/14/2025CW Advisors LLC50,214$2.04M0.0%-3.1%0.310%
5/14/2025 ZEGA Investments LLC30,747$1.25M0.2%+237.6%0.190%
5/13/2025Global View Capital Management LLC33,815$1.38M0.5%+50.8%0.209%
5/13/2025Raymond James Financial Inc.297,353$12.09M0.0%-43.0%1.836%
5/9/2025Bouchey Financial Group Ltd178,188$7.24M0.7%+4.9%1.155%
5/9/2025PNC Financial Services Group Inc.6,571$267K0.0%+26.0%0.043%
5/8/2025 Harbour Investments Inc.90,289$3.67M0.1%+481.9%0.585%
5/8/2025 Cannon Wealth Management Services LLC14,387$583K0.5%+16.4%0.093%
5/7/2025 PTM Wealth Management LLC174,875$7.09M6.8%N/A1.133%
5/7/2025LPL Financial LLC1,695,009$68.90M0.0%+50.6%10.985%
5/6/2025 AE Wealth Management LLC1,236$50K0.0%-23.2%0.008%
5/6/2025WT Wealth Management138,854$5.64M1.8%+16.4%0.900%
5/5/2025Private Advisor Group LLC40,913$1.66M0.0%+6.4%0.265%
5/2/2025 BIP Wealth LLC538,959$21.91M1.4%+7.7%3.493%
5/1/2025 CWM LLC1,704,621$69.29M0.3%+1.9%11.047%
5/1/2025 Auour Investments LLC130,744$5.32M1.9%-6.8%0.847%
5/1/2025 Fifth Third Securities Inc.6,190$252K0.0%+22.8%0.040%
4/30/2025 Moloney Securities Asset Management LLC87,068$3.54M0.5%-26.8%0.564%
4/30/2025Cornerstone Planning Group LLC1,124$46K0.0%N/A0.007%
4/30/2025 Stratos Wealth Partners LTD.14,129$574K0.0%+5.1%0.092%
4/29/2025 Envestnet Asset Management Inc.28,170$1.15M0.0%+2.9%0.183%
4/29/2025 Bank of New York Mellon Corp6,155$250K0.0%N/A0.040%
4/28/2025 TKG Advisors LLC11,408$464K0.2%N/A0.074%
4/28/2025 Elmwood Wealth Management Inc.45,264$1.84M0.8%+15.5%0.293%
4/28/2025 Private Trust Co. NA2,306$94K0.0%+553.3%0.015%
4/25/2025 G&S Capital LLC12,300$500K0.2%N/A0.080%
4/24/2025 Golden State Wealth Management LLC16,390$666K0.1%-13.4%0.106%
4/24/2025 Kraft Davis & Associates LLC10,988$446K0.1%-4.0%0.071%
4/23/2025Western Wealth Management LLC17,842$725K0.0%+7.9%0.116%
4/23/2025 Golden State Wealth Management LLC32,779$1.33M0.1%+73.2%0.212%
4/23/2025 David Kennon Inc208,977$8.50M3.4%+1.6%1.354%
4/23/2025 Oppenheimer & Co. Inc.7,287$296K0.0%N/A0.047%
4/23/2025 Valmark Advisers Inc.16,925$688K0.0%+26.2%0.110%
4/23/2025Continuum Advisory LLC8,140$331K0.0%-27.8%0.053%
4/22/2025 TrueMark Investments LLC5,818$237K0.1%N/A0.038%
4/22/2025 Crews Bank & Trust23,230$944K0.2%-6.0%0.151%
4/22/2025Advisor Resource Council74,259$2.96M0.2%N/A0.481%
4/21/2025 Kingswood Wealth Advisors LLC7,915$321K0.0%+5.8%0.051%
4/17/2025Authentikos Wealth Advisory LLC11,281$459K0.4%+94.5%0.078%
4/17/2025 ORBA Wealth Advisors L.L.C.207,100$8.42M4.2%+3.0%1.433%
4/16/2025 Opal Wealth Advisors LLC1,011$41K0.0%-89.9%0.007%
4/16/2025 Wealth Enhancement Advisory Services LLC185,425$7.54M0.0%-22.2%1.283%
4/16/2025 Salem Investment Counselors Inc.21,859$889K0.0%-2.7%0.151%
4/15/2025 CX Institutional972$40K0.0%N/A0.007%
4/15/2025Collier Financial5,856$238K0.2%-16.0%0.041%
4/15/2025 Wealthcare Advisory Partners LLC8,341$339K0.0%N/A0.058%
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4/10/2025 CGN Advisors LLC27,707$1.13M0.1%-8.5%0.192%
4/9/2025 Paladin Wealth LLC31,155$1.27M1.1%+2.2%0.216%
4/9/2025 Gradient Investments LLC1,847,262$75.09M1.5%+5.8%12.784%
3/17/2025 Wealth Enhancement Advisory Services LLC238,253$9.63M0.0%+39.4%1.651%
3/12/2025Centaurus Financial Inc.10,746$434K0.0%+34.8%0.077%
3/10/2025 Mattson Financial Services LLC44,536$1.82M0.6%-55.0%0.320%
3/5/2025Copley Financial Group Inc.60,785$2.46M1.9%-33.9%0.436%
2/18/2025Continuum Advisory LLC11,280$456K0.1%-18.9%0.078%
2/18/2025Glen Eagle Advisors LLC1,694$68K0.0%-28.7%0.012%
2/17/2025Redwood Financial Network Corp6,136$248K0.2%-11.0%0.042%
(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, 133 institutional investors and hedge funds held shares of SPDR SSgA Ultra Short Term Bond ETF. The most heavily invested institutionals were CWM LLC ($127.17M), Gradient Investments LLC ($73.06M), LPL Financial LLC ($68.90M), PTM Wealth Management LLC ($24.70M), BIP Wealth LLC ($21.94M), Avestar Capital LLC ($21.93M), and Raymond James & Associates ($21.05M).Learn more on SPDR SSgA Ultra Short Term Bond ETF's institutional investors.

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

Of the 109 institutional investors that purchased SPDR SSgA Ultra Short Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($1.85M), Gradient Investments LLC ($1.18M), Raymond James Financial Inc. ($1.04M), LPL Financial LLC ($904.23K), PTM Wealth Management LLC ($609.77K), Avestar Capital LLC ($599.71K), and Raymond James & Associates ($570.80K).

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

Institutional investors have bought a total of 5,734,176 shares in the last 24 months. This purchase volume represents approximately $232.70M in transactions.

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

Of the 56 institutional investors that sold SPDR SSgA Ultra Short Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bouchey Financial Group Ltd ($461.82K), Envestnet Asset Management Inc. ($244.41K), Raymond James Financial Inc. ($223.96K), CWM LLC ($128.33K), ORBA Wealth Advisors L.L.C. ($126.87K), Harbour Investments Inc. ($81.00K), and Wealth Enhancement Advisory Services LLC ($71.94K).

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

Institutional investors have sold a total of 2,001,843 shares in the last 24 months. This volume of shares sold represents approximately $81.25M in transactions.



This page (NYSEARCA:ULST) was last updated on 8/8/2025 by MarketBeat.com Staff
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