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

SPDR SSgA Ultra Short Term Bond ETF logo
$40.19 -0.02 (-0.05%)
As of 09:34 AM Eastern
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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)
62
Total
Institutional Inflows
(last 12 months)
$54.71M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$72.32M
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ULST Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/3/2026 Verus Capital Partners LLC73,295$2.95M0.2%+1.3%0.573%
11/2/2026 Commonwealth Equity Services LLC9,625$387K0.0%-94.1%0.075%
10/30/2026 Compass Financial Management LLC19,865$799K0.1%-12.1%0.155%
10/30/2026 Gerber Kawasaki Wealth & Investment Management11,193$450K0.0%N/A0.087%
10/29/2026 Vise Technologies Inc.11,453$461K0.0%+25.7%0.089%
10/29/2026 Avestar Capital LLC572,364$23.04M1.8%-9.0%4.472%
10/28/2026 Global View Capital Management LLC42,365$1.71M0.4%-7.8%0.331%
10/26/2026 Oppenheimer & Co. Inc.10,351$417K0.0%-43.0%0.081%
10/23/2026 ORBA Wealth Advisors L.L.C.148,811$5.99M5.2%-5.8%1.186%
10/22/2026 BIP Wealth LLC705,431$28.39M0.8%+6.1%5.621%
10/21/2026 Kraft Davis & Associates LLC6,891$277K0.1%-93.4%0.055%
10/21/2026 Fifth Third Securities Inc.19,153$771K0.0%+13.7%0.153%
10/14/2026 Salem Investment Counselors Inc.18,871$759K0.0%+2.6%0.150%
10/13/2026 David Kennon Inc106,986$4.31M1.4%+0.8%0.852%
10/8/2026 Wisconsin Wealth Advisors LLC8,098$326K0.3%+12.5%0.065%
10/8/2026 Farther Finance Advisors LLC55,682$2.24M0.0%N/A0.444%
9/23/2026Envestnet Asset Management Inc.28,296$1.14M0.0%-8.0%0.222%
9/9/2026Bouchey Financial Group Ltd.6,690$270K0.0%-4.1%0.051%
9/9/2026NewEdge Advisors LLC9,871$399K0.0%-12.9%0.076%
9/2/2026Citadel Advisors LLC40,166$1.62M0.0%N/A0.308%
8/25/2026January Capital Advisors LLC6,754$273K0.2%-24.2%0.052%
8/25/2026Kirkwood Financial Services19,824$801K0.2%N/A0.152%
8/23/2026Ameritas Advisory Services LLC2,175$88K0.0%N/A0.017%
8/22/2026 Compass Financial Management LLC22,594$913K0.1%N/A0.173%
8/22/2026ZEGA Investments LLC8,037$325K0.0%N/A0.062%
8/21/2026 Kraft Davis & Associates LLC104,871$4.23M0.9%N/A0.804%
8/21/2026Continuum Advisory LLC1,120$45K0.0%N/A0.009%
8/21/2026Coppell Advisory Solutions LLC49,579$2.00M0.4%N/A0.380%
8/12/2026 Compass Financial Management LLC22,594$913K0.1%N/A0.173%
7/10/2026 G&S Capital LLC19,965$807K0.2%-36.0%0.151%
7/10/2026 Wealthcare Advisory Partners LLC20,231$818K0.0%-4.0%0.153%
7/9/2026 Kraft Davis & Associates LLC104,871$4.23M0.9%N/A0.796%
7/8/2026 Elmwood Wealth Management Inc.49,849$2.02M0.5%+3.9%0.378%
7/7/2026 CGN Advisors LLC32,562$1.32M0.1%+4.5%0.247%
6/3/2026NewEdge Advisors LLC11,328$459K0.0%+37.7%0.076%
5/22/2026 Verus Capital Partners LLC62,432$2.53M0.2%-51.3%0.421%
5/20/2026January Capital Advisors LLC8,912$361K0.5%N/A0.060%
5/20/2026Norris Financial Group LLC106,290$4.31M1.4%N/A0.717%
5/19/2026Bank of America Corp DE277,650$11.25M0.0%+6.5%1.873%
5/18/2026Royal Bank of Canada60,523$2.45M0.0%-3.4%0.408%
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5/13/2026Cetera Investment Advisers9,743$395K0.0%+31.0%0.066%
5/6/2026 Independent Financial Group LLC10,198$413K0.0%N/A0.069%
5/5/2026Sanctuary Advisors LLC31,375$1.27M0.0%-10.7%0.212%
5/2/2026Valmark Advisers Inc.26,019$1.05M0.0%-2.5%0.176%
5/1/2026Fifth Third Bancorp10,242$415K0.0%N/A0.069%
4/29/2026Capstone Wealth Management Group LLC9,647$391K0.2%-4.3%0.065%
4/29/2026 ORBA Wealth Advisors L.L.C.122,868$4.98M5.9%-32.6%0.829%
4/27/2026 BIP Wealth LLC588,178$23.82M1.0%+3.7%3.969%
4/27/2026Private Advisor Group LLC5,340$216K0.0%-5.6%0.036%
4/24/2026 TKG Advisors LLC26,415$1.07M0.4%+115.0%0.178%
4/23/2026OakTrust Wealth Advisors LLC16,620$673K0.6%+22.3%0.112%
4/22/2026 Trilogy Capital Inc.10,080$408K0.0%+4.1%0.066%
4/22/2026 WT Wealth Management71,549$2.90M0.9%-26.2%0.471%
4/16/2026Capstone Wealth Management Group LLC10,083$408K0.3%-2.4%0.063%
3/13/2026 Lane Brothers & Co. Inc.5,752$233K0.2%N/A0.039%
2/27/2026OakTrust Wealth Advisors LLC13,595$551K0.5%N/A0.092%
2/24/2026Barnes Wealth Management Group Inc50,431$2.04M1.1%+3.2%0.342%
2/18/2026NewEdge Advisors LLC8,229$333K0.0%-47.9%0.056%
2/17/2026AQR Capital Management LLC414,778$16.80M0.0%-15.6%2.812%
2/17/2026Equitable Holdings Inc.23,227$941K0.0%-5.7%0.157%
2/17/2026Osaic Holdings Inc.58,062$2.35M0.0%-7.2%0.394%
2/17/2026Tower Research Capital LLC TRC 26,015$1.05M0.0%+182.3%0.176%
2/17/2026Captrust Financial Advisors9,655$391K0.0%+10.4%0.065%
2/17/2026Royal Bank of Canada62,627$2.54M0.0%-13.4%0.425%
2/16/2026MML Investors Services LLC50,814$2.06M0.0%+56.6%0.345%
2/16/2026Glen Eagle Advisors LLC1,521$62K0.0%-19.2%0.010%
2/13/2026Stifel Financial Corp11,409$462K0.0%-8.4%0.077%
2/13/2026 Golden State Wealth Management LLC14,214$576K0.1%+27.9%0.096%
2/13/2026Ieq Capital LLC193,126$7.82M0.0%-17.9%1.309%
2/13/2026Wells Fargo & Company MN2,806$114K0.0%+280,500.0%0.019%
2/12/2026Jane Street Group LLC38,719$1.57M0.0%+69.9%0.263%
2/12/2026 Commonwealth Equity Services LLC11,250$456K0.0%-2.4%0.076%
2/12/2026Steward Partners Investment Advisory LLC18,434$747K0.0%+2.3%0.125%
2/12/2026Collier Financial754$31K0.0%-49.3%0.005%
2/11/2026LPL Financial LLC1,324,852$53.66M0.0%-28.9%8.982%
2/11/2026 Verus Capital Partners LLC128,144$5.19M0.3%-1.1%0.869%
2/10/2026 Avestar Capital LLC623,302$25.25M1.6%-6.5%4.226%
2/10/2026Goldman Sachs Group Inc.13,579$550K0.0%-5.1%0.092%
2/9/2026GatePass Capital LLC12,000$486K0.3%N/A0.081%
2/9/2026Harbour Investments Inc.6,028$244K0.0%-41.3%0.041%
2/6/2026Authentikos Wealth Advisory LLC39,535$1.60M1.1%-8.5%0.268%
2/5/2026Thrivent Financial for Lutherans44,787$1.81M0.0%-4.7%0.304%
2/5/2026 ORBA Wealth Advisors L.L.C.182,305$7.38M6.4%+26.0%1.236%
2/5/2026Western Wealth Management LLC13,302$539K0.0%-15.5%0.090%
2/4/2026Naples Global Advisors LLC20,850$845K0.1%-38.3%0.141%
2/3/2026Winch Advisory Services LLC5,910$239K0.1%-8.0%0.040%
2/2/2026 WT Wealth Management96,978$3.93M1.1%-14.3%0.657%
2/2/2026 Oppenheimer & Co. Inc.14,925$605K0.0%+77.7%0.101%
1/29/2026UBS Group AG78,540$3.18M0.0%+25.1%0.535%
1/29/2026Sanctuary Advisors LLC35,150$1.42M0.0%+3.7%0.239%
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1/28/2026 Kingswood Wealth Advisors LLC17,248$699K0.0%+55.4%0.117%
1/27/2026Cannon Wealth Management Services LLC35,143$1.42M1.0%+27.8%0.239%
1/26/2026 Private Trust Co. NA3,629$147K0.0%-45.6%0.025%
1/26/2026CWM LLC3,802,612$154.03M0.4%+6.8%25.903%
1/26/2026Valmark Advisers Inc.26,698$1.08M0.0%-18.7%0.182%
1/26/2026 David Kennon Inc105,601$4.28M1.5%-47.7%0.719%
1/23/2026 Fifth Third Securities Inc.14,540$589K0.0%+57.4%0.099%
1/21/2026 BIP Wealth LLC566,983$22.97M0.8%+2.4%3.862%
1/21/2026 Flagship Harbor Advisors LLC895$36K0.0%N/A0.006%
1/21/2026Crews Bank & Trust21,810$883K0.1%-2.9%0.149%


ULST Institutional Ownership - Frequently Asked Questions

During the previous two years, 131 institutional investors and hedge funds held shares of SPDR SSgA Ultra Short Term Bond ETF. The most heavily invested institutionals were CWM LLC ($154.03M), LPL Financial LLC ($53.66M), PTM Wealth Management LLC ($28.47M), BIP Wealth LLC ($28.39M), Avestar Capital LLC ($23.04M), AQR Capital Management LLC ($16.80M), and Bank of America Corp DE ($11.25M).Learn more on SPDR SSgA Ultra Short Term Bond ETF's institutional investors.

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 ($2.13M), Raymond James Financial Inc. ($1.04M), PTM Wealth Management LLC ($702.47K), LPL Financial LLC ($618.31K), Ieq Capital LLC ($267.30K), Kraft Davis & Associates LLC ($256.91K), and BIP Wealth LLC ($236.56K).

Institutional investors have bought a total of 1,351,427 shares in the last 24 months. This purchase volume represents approximately $54.71M in transactions.

Of the 48 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: LPL Financial LLC ($537.46K), Avestar Capital LLC ($163.10K), Commonwealth Equity Services LLC ($152.78K), Susquehanna International Group LLP ($141.35K), Kraft Davis & Associates LLC ($124.84K), David Kennon Inc ($105.30K), and AQR Capital Management LLC ($76.82K).

Institutional investors have sold a total of 1,785,898 shares in the last 24 months. This volume of shares sold represents approximately $72.32M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ULST is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/3/2026. New 13F filings are added each quarter as they're published.
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