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

SPDR SSgA Ultra Short Term Bond ETF logo
$40.49 -0.05 (-0.12%)
Closing price 05/2/2025 04:10 PM Eastern
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$40.49 +0.00 (+0.01%)
As of 05/2/2025 05:38 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)
72
Total
Institutional Inflows
(last 12 months)
$145.02M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$67.06M
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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
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%
4/30/2025 Cornerstone 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%
4/23/2025 Western 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%
4/23/2025 Continuum 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%
4/22/2025 Advisor Resource Council74,259$2.96M0.2%N/A0.481%
4/21/2025 Kingswood Wealth Advisors LLC7,915$321K0.0%+5.8%0.051%
4/17/2025 Authentikos 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%
4/15/2025 Collier Financial5,856$238K0.2%-16.0%0.041%
4/15/2025 Wealthcare Advisory Partners LLC8,341$339K0.0%N/A0.058%
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%
3/10/2025Mattson 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%
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2/18/2025 Continuum 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%
2/17/2025Bank of America Corp DE213,745$8.64M0.0%+10.9%1.479%
2/17/2025 BIP Wealth LLC500,490$20.23M1.4%+6.8%3.464%
2/17/2025Ameriprise Financial Inc.5,709$231K0.0%N/A0.040%
2/17/2025Aptus Capital Advisors LLC2,468$100K0.0%-29.1%0.017%
2/14/2025Jane Street Group LLC22,622$914K0.0%+92.2%0.157%
2/14/2025Comerica Bank10,081$407K0.0%+3.8%0.070%
2/14/2025Leslie Global Wealth LLC5,675$229K0.1%-15.1%0.039%
2/14/2025Susquehanna International Group LLP55,787$2.25M0.0%N/A0.386%
2/14/2025Stifel Financial Corp16,371$662K0.0%-31.3%0.113%
2/13/2025NewEdge Advisors LLC11,092$448K0.0%-20.6%0.077%
2/13/2025 Kraft Davis & Associates LLC11,444$463K0.1%-59.8%0.079%
2/13/2025Raymond James Financial Inc.521,314$21.07M0.0%N/A3.608%
2/13/2025 Envestnet Asset Management Inc.27,379$1.11M0.0%-89.9%0.189%
2/12/2025Orion Portfolio Solutions LLC11,054$447K0.0%-20.3%0.076%
2/12/2025Prestige Wealth Management Group LLC10,556$427K0.1%N/A0.073%
2/11/2025Congress Wealth Management LLC DE51,839$2.10M0.0%+1.6%0.359%
2/11/2025LPL Financial LLC1,125,289$45.47M0.0%+4.5%7.787%
2/11/2025ZEGA Investments LLC9,108$369K0.1%N/A0.063%
2/10/2025Eldridge Investment Advisors Inc.27,343$1.11M0.3%-10.5%0.189%
2/10/2025Harbour Investments Inc.15,517$627K0.0%-6.7%0.107%
2/10/2025 IAG Wealth Partners LLC972$39K0.0%N/A0.007%
2/7/2025Global View Capital Management LLC22,430$906K0.3%N/A0.155%
2/7/2025Independent Advisor Alliance5,078$205K0.0%N/A0.035%
2/7/2025Destination Wealth Management9,706$392K0.0%-46.6%0.067%
2/6/2025Raymond James Financial Inc.521,314$21.07M0.0%N/A3.608%
2/6/2025 Synergy Investment Management LLC771$31K0.0%N/A0.005%
2/6/2025Steward Partners Investment Advisory LLC17,109$691K0.0%+9.8%0.118%
2/5/2025Bouchey Financial Group Ltd169,935$6.87M0.6%-63.1%1.176%
2/5/2025Verus Capital Partners LLC117,950$4.77M0.4%+9.4%0.816%
2/5/2025WT Wealth Management119,273$4.82M1.5%-0.8%0.825%
2/5/2025 ORBA Wealth Advisors L.L.C.201,064$8.13M4.2%-13.4%1.391%
2/4/2025Brown Financial Advisors88,103$3.56M1.4%-0.6%0.610%
2/4/2025Cannon Wealth Management Services LLC12,362$499K0.4%+55.5%0.086%
2/3/2025 Auour Investments LLC140,327$5.70M2.0%+26.4%0.971%
2/3/2025Ieq Capital LLC267,297$10.80M0.1%N/A1.850%
2/3/2025Private Advisor Group LLC38,469$1.56M0.0%-1.0%0.266%
1/31/2025Sanctuary Advisors LLC34,650$1.41M0.0%-10.3%0.240%
1/30/2025 Valmark Advisers Inc.13,416$542K0.0%-2.2%0.093%
1/29/2025Avestar Capital LLC542,615$21.93M1.9%-4.2%3.755%
1/29/2025 Naples Global Advisors LLC43,900$1.77M0.2%-5.4%0.304%
1/29/2025 Authentikos Wealth Advisory LLC5,800$234K0.2%+127.3%0.040%
1/29/2025 Collier Financial6,975$282K0.3%N/A0.048%
1/29/2025 Paladin Wealth LLC30,474$1.23M1.1%-18.3%0.211%
1/29/2025 Opal Wealth Advisors LLC9,962$403K0.1%-14.2%0.069%
1/29/2025Savant Capital LLC9,764$395K0.0%-18.8%0.068%
1/28/2025 Canvas Wealth Advisors LLC6,500$263K0.1%+4.0%0.045%
1/28/2025 Moloney Securities Asset Management LLC118,871$4.80M0.6%+17.4%0.823%
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1/28/2025 Golden State Wealth Management LLC18,930$765K0.1%N/A0.131%
1/27/2025 Stratos Wealth Partners LTD.13,449$543K0.0%+8.4%0.093%
1/24/2025McAdam LLC6,560$265K0.0%N/A0.045%
1/24/2025Richardson Financial Services Inc.9,622$389K0.3%-50.0%0.067%
1/23/2025 Fifth Third Securities Inc.5,041$204K0.0%N/A0.035%
1/23/2025 Crews Bank & Trust24,720$999K0.2%N/A0.171%
1/23/2025 David Kennon Inc205,715$8.31M3.3%+4.3%1.424%
1/22/2025 Kingswood Wealth Advisors LLC7,482$302K0.0%N/A0.052%
1/21/2025 Gradient Investments LLC1,745,483$70.54M1.4%+2.2%12.079%
1/15/2025 CGN Advisors LLC30,291$1.22M0.1%+12.2%0.210%
(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, 136 institutional investors and hedge funds held shares of SPDR SSgA Ultra Short Term Bond ETF. The most heavily invested institutionals were Gradient Investments LLC ($75.09M), CWM LLC ($69.29M), LPL Financial LLC ($45.47M), Avestar Capital LLC ($21.93M), BIP Wealth LLC ($21.91M), Raymond James Financial Inc. ($21.07M), 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 113 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 ($1.42M), Raymond James Financial Inc. ($1.04M), Avestar Capital LLC ($600.90K), NewEdge Advisors LLC ($575.27K), Raymond James & Associates ($570.80K), David Kennon Inc ($569.37K), and BIP Wealth LLC ($528.24K).

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

Institutional investors have bought a total of 10,539,758 shares in the last 24 months. This purchase volume represents approximately $425.48M in transactions.

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

Of the 82 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: Bouchey Financial Group Ltd ($444.21K), Envestnet Asset Management Inc. ($428.80K), Wealth Enhancement Advisory Services LLC ($416.98K), David Kennon Inc ($361.85K), Kraft Davis & Associates LLC ($227.11K), Advisor Resource Council ($212.54K), and Everhart Financial Group Inc. ($190.06K).

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

Institutional investors have sold a total of 3,868,846 shares in the last 24 months. This volume of shares sold represents approximately $156.43M in transactions.



This page (NYSEARCA:ULST) was last updated on 5/4/2025 by MarketBeat.com Staff
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