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

$40.38 -0.02 (-0.05%)

As of 08/28/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 63
Total Institutional Inflows (last 12 months): $74.46M

Number of Institutional Sellers (last 12 months): 51
Total Institutional Outflows (last 12 months): $135.57M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/25/2026	January Capital Advisors LLC	6,754	$273K	0.2%	-24.2%	0.052%
8/25/2026	Kirkwood Financial Services	19,824	$801K	0.2%	N/A	0.152%
8/23/2026	Ameritas Advisory Services LLC	2,175	$88K	0.0%	N/A	0.017%
8/22/2026	Compass Financial Management LLC	22,594	$913K	0.1%	N/A	0.173%
8/22/2026	ZEGA Investments LLC	8,037	$325K	0.0%	N/A	0.062%
8/21/2026	Kraft Davis & Associates LLC	104,871	$4.23M	0.9%	N/A	0.804%
8/21/2026	Continuum Advisory LLC	1,120	$45K	0.0%	N/A	0.009%
8/21/2026	Coppell Advisory Solutions LLC	49,579	$2.00M	0.4%	N/A	0.380%
8/12/2026	Compass Financial Management LLC	22,594	$913K	0.1%	N/A	0.173%
7/10/2026	G&S Capital LLC	19,965	$807K	0.2%	-36.0%	0.151%
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7/10/2026	Wealthcare Advisory Partners LLC	20,231	$818K	0.0%	-4.0%	0.153%
7/9/2026	Kraft Davis & Associates LLC	104,871	$4.23M	0.9%	N/A	0.796%
7/8/2026	Elmwood Wealth Management Inc.	49,849	$2.02M	0.5%	+3.9%	0.378%
7/7/2026	CGN Advisors LLC	32,562	$1.32M	0.1%	+4.5%	0.247%
6/3/2026	NewEdge Advisors LLC	11,328	$459K	0.0%	+37.7%	0.076%
5/22/2026	Verus Capital Partners LLC	62,432	$2.53M	0.2%	-51.3%	0.421%
5/20/2026	January Capital Advisors LLC	8,912	$361K	0.5%	N/A	0.060%
5/20/2026	Norris Financial Group LLC	106,290	$4.31M	1.4%	N/A	0.717%
5/19/2026	Bank of America Corp DE	277,650	$11.25M	0.0%	+6.5%	1.873%
5/18/2026	Royal Bank of Canada	60,523	$2.45M	0.0%	-3.4%	0.408%
5/13/2026	Cetera Investment Advisers	9,743	$395K	0.0%	+31.0%	0.066%
5/6/2026	Independent Financial Group LLC	10,198	$413K	0.0%	N/A	0.069%
5/5/2026	Sanctuary Advisors LLC	31,375	$1.27M	0.0%	-10.7%	0.212%
5/2/2026	Valmark Advisers Inc.	26,019	$1.05M	0.0%	-2.5%	0.176%
5/1/2026	Fifth Third Bancorp	10,242	$415K	0.0%	N/A	0.069%
4/29/2026	Capstone Wealth Management Group LLC	9,647	$391K	0.2%	-4.3%	0.065%
4/29/2026	ORBA Wealth Advisors L.L.C.	122,868	$4.98M	5.9%	-32.6%	0.829%
4/27/2026	BIP Wealth LLC	588,178	$23.82M	1.0%	+3.7%	3.969%
4/27/2026	Private Advisor Group LLC	5,340	$216K	0.0%	-5.6%	0.036%
4/24/2026	TKG Advisors LLC	26,415	$1.07M	0.4%	+115.0%	0.178%
4/23/2026	OakTrust Wealth Advisors LLC	16,620	$673K	0.6%	+22.3%	0.112%
4/22/2026	Trilogy Capital Inc.	10,080	$408K	0.0%	+4.1%	0.066%
4/22/2026	WT Wealth Management	71,549	$2.90M	0.9%	-26.2%	0.471%
4/16/2026	Capstone Wealth Management Group LLC	10,083	$408K	0.3%	-2.4%	0.063%
3/13/2026	Lane Brothers & Co. Inc.	5,752	$233K	0.2%	N/A	0.039%
2/27/2026	OakTrust Wealth Advisors LLC	13,595	$551K	0.5%	N/A	0.092%
2/24/2026	Barnes Wealth Management Group Inc	50,431	$2.04M	1.1%	+3.2%	0.342%
2/18/2026	NewEdge Advisors LLC	8,229	$333K	0.0%	-47.9%	0.056%
2/17/2026	AQR Capital Management LLC	414,778	$16.80M	0.0%	-15.6%	2.812%
2/17/2026	Equitable Holdings Inc.	23,227	$941K	0.0%	-5.7%	0.157%
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2/17/2026	Osaic Holdings Inc.	58,062	$2.35M	0.0%	-7.2%	0.394%
2/17/2026	Tower Research Capital LLC TRC	26,015	$1.05M	0.0%	+182.3%	0.176%
2/17/2026	Captrust Financial Advisors	9,655	$391K	0.0%	+10.4%	0.065%
2/17/2026	Royal Bank of Canada	62,627	$2.54M	0.0%	-13.4%	0.425%
2/16/2026	MML Investors Services LLC	50,814	$2.06M	0.0%	+56.6%	0.345%
2/16/2026	Glen Eagle Advisors LLC	1,521	$62K	0.0%	-19.2%	0.010%
2/13/2026	Stifel Financial Corp	11,409	$462K	0.0%	-8.4%	0.077%
2/13/2026	Golden State Wealth Management LLC	14,214	$576K	0.1%	+27.9%	0.096%
2/13/2026	Ieq Capital LLC	193,126	$7.82M	0.0%	-17.9%	1.309%
2/13/2026	Wells Fargo & Company MN	2,806	$114K	0.0%	+280,500.0%	0.019%
2/12/2026	Jane Street Group LLC	38,719	$1.57M	0.0%	+69.9%	0.263%
2/12/2026	Commonwealth Equity Services LLC	11,250	$456K	0.0%	-2.4%	0.076%
2/12/2026	Steward Partners Investment Advisory LLC	18,434	$747K	0.0%	+2.3%	0.125%
2/12/2026	Collier Financial	754	$31K	0.0%	-49.3%	0.005%
2/11/2026	LPL Financial LLC	1,324,852	$53.66M	0.0%	-28.9%	8.982%
2/11/2026	Verus Capital Partners LLC	128,144	$5.19M	0.3%	-1.1%	0.869%
2/10/2026	Avestar Capital LLC	623,302	$25.25M	1.6%	-6.5%	4.226%
2/10/2026	Goldman Sachs Group Inc.	13,579	$550K	0.0%	-5.1%	0.092%
2/9/2026	GatePass Capital LLC	12,000	$486K	0.3%	N/A	0.081%
2/9/2026	Harbour Investments Inc.	6,028	$244K	0.0%	-41.3%	0.041%
2/6/2026	Authentikos Wealth Advisory LLC	39,535	$1.60M	1.1%	-8.5%	0.268%
2/5/2026	Thrivent Financial for Lutherans	44,787	$1.81M	0.0%	-4.7%	0.304%
2/5/2026	ORBA Wealth Advisors L.L.C.	182,305	$7.38M	6.4%	+26.0%	1.236%
2/5/2026	Western Wealth Management LLC	13,302	$539K	0.0%	-15.5%	0.090%
2/4/2026	Naples Global Advisors LLC	20,850	$845K	0.1%	-38.3%	0.141%
2/3/2026	Winch Advisory Services LLC	5,910	$239K	0.1%	-8.0%	0.040%
2/2/2026	WT Wealth Management	96,978	$3.93M	1.1%	-14.3%	0.657%
2/2/2026	Oppenheimer & Co. Inc.	14,925	$605K	0.0%	+77.7%	0.101%
1/29/2026	UBS Group AG	78,540	$3.18M	0.0%	+25.1%	0.535%
1/29/2026	Sanctuary Advisors LLC	35,150	$1.42M	0.0%	+3.7%	0.239%
1/28/2026	Kingswood Wealth Advisors LLC	17,248	$699K	0.0%	+55.4%	0.117%
1/27/2026	Cannon Wealth Management Services LLC	35,143	$1.42M	1.0%	+27.8%	0.239%
1/26/2026	Private Trust Co. NA	3,629	$147K	0.0%	-45.6%	0.025%
1/26/2026	CWM LLC	3,802,612	$154.03M	0.4%	+6.8%	25.903%
1/26/2026	Valmark Advisers Inc.	26,698	$1.08M	0.0%	-18.7%	0.182%
1/26/2026	David Kennon Inc	105,601	$4.28M	1.5%	-47.7%	0.719%
1/23/2026	Fifth Third Securities Inc.	14,540	$589K	0.0%	+57.4%	0.099%
1/21/2026	BIP Wealth LLC	566,983	$22.97M	0.8%	+2.4%	3.862%
1/21/2026	Flagship Harbor Advisors LLC	895	$36K	0.0%	N/A	0.006%
1/21/2026	Crews Bank & Trust	21,810	$883K	0.1%	-2.9%	0.149%
1/20/2026	Stratos Wealth Partners LTD.	17,900	$725K	0.0%	-6.2%	0.122%
1/16/2026	BridgePort Financial Solutions LLC	78,829	$3.19M	0.9%	+3.7%	0.532%
1/14/2026	Global View Capital Management LLC	44,590	$1.81M	0.3%	-3.0%	0.301%
1/14/2026	Kraft Davis & Associates LLC	8,649	$351K	0.1%	-75.6%	0.058%
1/14/2026	Wealthcare Advisory Partners LLC	16,874	$683K	0.0%	+37.4%	0.114%
1/9/2026	PTM Wealth Management LLC	702,470	$28.47M	16.1%	+6.5%	4.567%
1/8/2026	Elmwood Wealth Management Inc.	49,215	$1.99M	0.6%	-1.9%	0.320%
1/8/2026	Gradient Investments LLC	7,952	$322K	0.0%	-13.0%	0.052%
1/8/2026	Wealth Enhancement Advisory Services LLC	145,272	$5.89M	0.0%	-4.0%	0.945%
1/5/2026	CGN Advisors LLC	28,376	$1.15M	0.1%	+1.6%	0.184%
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11/20/2025	Centaurus Financial Inc.	13,761	$560K	0.0%	+53.6%	0.087%
11/17/2025	Susquehanna International Group LLP	12,563	$511K	0.0%	-91.8%	0.079%
11/17/2025	Flow Traders U.S. LLC	23,665	$963K	0.0%	-60.8%	0.149%
11/17/2025	Bank of America Corp DE	201,463	$8.20M	0.0%	-26.4%	1.269%
11/17/2025	Ameriprise Financial Inc.	6,201	$252K	0.0%	+8.6%	0.039%
11/14/2025	Raymond James Financial Inc.	247,205	$10.06M	0.0%	-0.8%	1.557%
11/14/2025	TRUE Private Wealth Advisors	68,411	$2.78M	0.3%	N/A	0.431%
11/14/2025	Equitable Holdings Inc.	24,635	$1.00M	0.0%	+8.6%	0.155%
11/14/2025	Barnes Wealth Management Group Inc	48,878	$1.99M	1.1%	-0.7%	0.308%
11/13/2025	UBS Group AG	62,758	$2.55M	0.0%	-2.9%	0.395%

ULST Institutional Ownership - Frequently Asked Questions

During the previous two years, 129 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), Avestar Capital LLC ($25.25M), BIP Wealth LLC ($23.82M), Raymond James & Associates ($21.05M), and AQR Capital Management LLC ($16.80M).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 Avestar Capital LLC ($199.45K).

Institutional investors have bought a total of 1,835,213 shares in the last 24 months. This purchase volume represents approximately $74.46M in transactions.

Of the 50 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: Gradient Investments LLC ($1.79M), LPL Financial LLC ($537.46K), Susquehanna International Group LLP ($141.35K), Avestar Capital LLC ($106.74K), David Kennon Inc ($105.30K), WT Wealth Management ($89.83K), and AQR Capital Management LLC ($76.82K).

Institutional investors have sold a total of 3,336,688 shares in the last 24 months. This volume of shares sold represents approximately $135.57M in transactions.

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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 8/25/2026. New 13F filings are added each quarter as they're published.

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

ULST Institutional Buying and Selling by Quarter

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

ULST Institutional Ownership - Frequently Asked Questions

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

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

ULST Institutional Buying and Selling by Quarter

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

ULST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ULST shares?

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

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

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

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

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