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

SPDR SSgA Ultra Short Term Bond ETF logo
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Closing price 10/3/2025 04:10 PM 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)
82
Total
Institutional Inflows
(last 12 months)
$241.68M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$87.36M
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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
9/10/2025WT Wealth Management90,649$3.69M1.1%-34.7%0.639%
9/4/2025Osaic Holdings Inc.30,900$1.26M0.0%+1.8%0.218%
8/29/2025Centaurus Financial Inc.8,960$364K0.0%-22.9%0.063%
8/27/2025Barnes Wealth Management Group Inc49,222$2.00M1.2%+29.3%0.347%
8/15/2025Tower Research Capital LLC TRC 9,996$406K0.0%N/A0.070%
8/15/2025Global View Capital Management LLC43,526$1.77M0.6%+28.7%0.307%
8/15/2025Brown Financial Advisors99,048$4.03M1.6%-17.4%0.699%
8/15/2025Two Sigma Securities LLC7,490$305K0.0%N/A0.053%
8/15/2025MML Investors Services LLC34,117$1.39M0.0%+41.4%0.241%
8/15/2025HRT Financial LP56,442$2.29M0.0%N/A0.398%
8/15/2025Bank of America Corp DE273,743$11.13M0.0%+36.3%1.930%
8/15/2025AQR Capital Management LLC148,419$6.04M0.0%+40.0%1.047%
8/14/2025Jane Street Group LLC78,904$3.21M0.0%+349.1%0.556%
8/14/2025Raymond James Financial Inc.249,081$10.13M0.0%-16.2%1.757%
8/14/2025Ieq Capital LLC238,582$9.70M0.1%-5.5%1.683%
8/13/2025Avestar Capital LLC730,046$29.68M2.0%+13.0%5.148%
8/13/2025Flow Traders U.S. LLC60,301$2.45M0.1%N/A0.425%
8/13/2025CW Advisors LLC35,163$1.43M0.0%-30.0%0.248%
8/13/2025Leslie Global Wealth LLC8,090$329K0.2%+14.3%0.057%
8/13/2025Copley Financial Group Inc.49,348$2.01M1.5%-7.2%0.348%
8/12/2025Financial Advocates Investment Management26,733$1.09M0.1%-7.1%0.189%
8/12/2025Steward Partners Investment Advisory LLC16,711$679K0.0%-3.0%0.118%
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%
8/6/2025ZEGA Investments LLC41,836$1.70M0.2%+36.1%0.289%
8/6/2025Golden State Wealth Management LLC12,273$499K0.1%-25.1%0.085%
8/6/2025ORBA Wealth Advisors L.L.C.118,265$4.81M4.4%-42.9%0.817%
8/1/2025Envestnet Asset Management Inc.30,607$1.24M0.0%+8.7%0.211%
7/31/2025BIP Wealth LLC539,553$21.94M1.4%+0.1%3.727%
7/31/2025Moloney Securities Asset Management LLC90,391$3.68M0.5%+3.8%0.624%
7/29/2025Stratos Wealth Partners LTD.20,271$824K0.0%+43.5%0.140%
7/29/2025Private Trust Co. NA6,673$271K0.0%+189.4%0.046%
7/29/2025Kraft Davis & Associates LLC58,160$2.36M0.6%+429.3%0.402%
7/29/2025Mattson Financial Services LLC37,418$1.52M0.4%-9.6%0.259%
7/28/2025Harbour Investments Inc.10,399$423K0.0%-88.5%0.072%
7/28/2025Elmwood Wealth Management Inc.46,563$1.89M0.8%+2.9%0.322%
7/25/2025CWM LLC3,127,666$127.17M0.4%+83.5%21.607%
7/23/2025Valmark Advisers Inc.29,565$1.20M0.0%+74.7%0.203%
7/23/2025Kingswood Wealth Advisors LLC9,189$374K0.0%+16.1%0.063%
7/22/2025Wealthcare Advisory Partners LLC47,978$1.95M0.0%+475.2%0.329%
7/21/2025Ameritas Advisory Services LLC2,200$89K0.0%N/A0.015%
7/21/2025Crews Bank & Trust23,535$957K0.2%+1.3%0.162%
7/18/2025Naples Global Advisors LLC35,250$1.43M0.1%-19.7%0.242%
7/17/2025G&S Capital LLC13,857$563K0.2%+12.7%0.095%
7/17/2025David Kennon Inc210,905$8.58M3.2%+0.9%1.442%
7/15/2025McAdam LLC13,658$555K0.0%+16.3%0.093%
7/15/2025CGN Advisors LLC29,059$1.18M0.1%+4.9%0.199%
7/10/2025Wealth Enhancement Advisory Services LLC168,763$6.84M0.0%-9.0%1.148%
7/8/2025PTM Wealth Management LLC609,771$24.70M16.3%+248.7%4.148%
7/8/2025Paladin Wealth LLC29,195$1.19M0.9%-6.3%0.199%
7/8/2025Gradient Investments LLC1,796,931$73.06M1.3%-2.7%12.224%
7/7/2025Salem Investment Counselors Inc.20,409$830K0.0%-6.6%0.139%
5/22/2025Mattson Financial Services LLC41,389$1.68M0.5%-7.1%0.255%
5/21/2025McAdam 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%
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%
5/14/2025ZEGA 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%
5/8/2025Harbour Investments Inc.90,289$3.67M0.1%+481.9%0.585%
5/8/2025Cannon Wealth Management Services LLC14,387$583K0.5%+16.4%0.093%
5/7/2025PTM Wealth Management LLC174,875$7.09M6.8%N/A1.133%
5/7/2025LPL Financial LLC1,695,009$68.90M0.0%+50.6%10.985%
5/6/2025AE 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%
5/2/2025BIP Wealth LLC538,959$21.91M1.4%+7.7%3.493%
5/1/2025CWM LLC1,704,621$69.29M0.3%+1.9%11.047%
5/1/2025Auour Investments LLC130,744$5.32M1.9%-6.8%0.847%
5/1/2025Fifth Third Securities Inc.6,190$252K0.0%+22.8%0.040%
4/30/2025Moloney Securities Asset Management LLC87,068$3.54M0.5%-26.8%0.564%
4/30/2025Cornerstone Planning Group LLC1,124$46K0.0%N/A0.007%
4/30/2025Stratos Wealth Partners LTD.14,129$574K0.0%+5.1%0.092%
4/29/2025Envestnet Asset Management Inc.28,170$1.15M0.0%+2.9%0.183%
4/29/2025Bank of New York Mellon Corp6,155$250K0.0%N/A0.040%
4/28/2025TKG Advisors LLC11,408$464K0.2%N/A0.074%
4/28/2025Elmwood Wealth Management Inc.45,264$1.84M0.8%+15.5%0.293%
4/28/2025Private Trust Co. NA2,306$94K0.0%+553.3%0.015%
4/25/2025G&S Capital LLC12,300$500K0.2%N/A0.080%
4/24/2025Golden State Wealth Management LLC16,390$666K0.1%-13.4%0.106%
4/24/2025Kraft Davis & Associates LLC10,988$446K0.1%-4.0%0.071%
4/23/2025Western Wealth Management LLC17,842$725K0.0%+7.9%0.116%
4/23/2025Golden State Wealth Management LLC32,779$1.33M0.1%+73.2%0.212%
4/23/2025David Kennon Inc208,977$8.50M3.4%+1.6%1.354%
4/23/2025Oppenheimer & Co. Inc.7,287$296K0.0%N/A0.047%
4/23/2025Valmark Advisers Inc.16,925$688K0.0%+26.2%0.110%
4/23/2025Continuum Advisory LLC8,140$331K0.0%-27.8%0.053%
(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, 132 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), Avestar Capital LLC ($29.68M), PTM Wealth Management LLC ($24.70M), BIP Wealth LLC ($21.94M), 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 112 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), Avestar Capital LLC ($683.92K), PTM Wealth Management LLC ($609.77K), 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 5,954,240 shares in the last 24 months. This purchase volume represents approximately $241.68M in transactions.

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

Of the 55 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), Raymond James Financial Inc. ($272.23K), Envestnet Asset Management Inc. ($244.41K), CWM LLC ($128.33K), ORBA Wealth Advisors L.L.C. ($126.87K), WT Wealth Management ($112.59K), and Harbour Investments Inc. ($81.00K).

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

Institutional investors have sold a total of 2,152,000 shares in the last 24 months. This volume of shares sold represents approximately $87.36M in transactions.



This page (NYSEARCA:ULST) was last updated on 10/5/2025 by MarketBeat.com Staff
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