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

SPDR SSgA Ultra Short Term Bond ETF logo
$40.24 +0.01 (+0.02%)
As of 12:31 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)
63
Total
Institutional Inflows
(last 12 months)
$76.06M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$133.78M
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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
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%
8/22/2026Compass Financial Management LLC22,594$913K0.1%N/A0.173%
8/22/2026ZEGA Investments LLC8,037$325K0.0%N/A0.062%
8/21/2026Kraft 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%
8/12/2026Compass Financial Management LLC22,594$913K0.1%N/A0.173%
7/10/2026G&S Capital LLC19,965$807K0.2%-36.0%0.151%
7/10/2026Wealthcare Advisory Partners LLC20,231$818K0.0%-4.0%0.153%
7/9/2026Kraft Davis & Associates LLC104,871$4.23M0.9%N/A0.796%
7/8/2026Elmwood Wealth Management Inc.49,849$2.02M0.5%+3.9%0.378%
7/7/2026CGN Advisors LLC32,562$1.32M0.1%+4.5%0.247%
6/3/2026NewEdge Advisors LLC11,328$459K0.0%+37.7%0.076%
5/22/2026Verus 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%
5/13/2026Cetera Investment Advisers9,743$395K0.0%+31.0%0.066%
5/6/2026Independent 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%
4/29/2026ORBA Wealth Advisors L.L.C.122,868$4.98M5.9%-32.6%0.829%
4/27/2026BIP Wealth LLC588,178$23.82M1.0%+3.7%3.969%
4/27/2026Private Advisor Group LLC5,340$216K0.0%-5.6%0.036%
4/24/2026TKG Advisors LLC26,415$1.07M0.4%+115.0%0.178%
4/23/2026OakTrust Wealth Advisors LLC16,620$673K0.6%+22.3%0.112%
4/22/2026Trilogy Capital Inc.10,080$408K0.0%+4.1%0.066%
4/22/2026WT Wealth Management71,549$2.90M0.9%-26.2%0.471%
4/16/2026Capstone Wealth Management Group LLC10,083$408K0.3%-2.4%0.063%
3/13/2026Lane Brothers & Co. Inc.5,752$233K0.2%N/A0.039%
2/27/2026OakTrust Wealth Advisors LLC13,595$551K0.5%N/A0.092%
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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%
2/13/2026Golden 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%
2/12/2026Commonwealth 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%
2/11/2026Verus Capital Partners LLC128,144$5.19M0.3%-1.1%0.869%
2/10/2026Avestar 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%
2/5/2026ORBA 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%
2/2/2026WT Wealth Management96,978$3.93M1.1%-14.3%0.657%
2/2/2026Oppenheimer & 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%
1/28/2026Kingswood 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%
1/26/2026Private 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%
1/26/2026David Kennon Inc105,601$4.28M1.5%-47.7%0.719%
1/23/2026Fifth Third Securities Inc.14,540$589K0.0%+57.4%0.099%
1/21/2026BIP Wealth LLC566,983$22.97M0.8%+2.4%3.862%
1/21/2026Flagship Harbor Advisors LLC895$36K0.0%N/A0.006%
1/21/2026Crews Bank & Trust21,810$883K0.1%-2.9%0.149%
1/20/2026Stratos Wealth Partners LTD.17,900$725K0.0%-6.2%0.122%
1/16/2026BridgePort Financial Solutions LLC78,829$3.19M0.9%+3.7%0.532%
1/14/2026Global View Capital Management LLC44,590$1.81M0.3%-3.0%0.301%
1/14/2026Kraft Davis & Associates LLC8,649$351K0.1%-75.6%0.058%
1/14/2026Wealthcare Advisory Partners LLC16,874$683K0.0%+37.4%0.114%
1/9/2026PTM Wealth Management LLC702,470$28.47M16.1%+6.5%4.567%
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1/8/2026Elmwood Wealth Management Inc.49,215$1.99M0.6%-1.9%0.320%
1/8/2026Gradient Investments LLC7,952$322K0.0%-13.0%0.052%
1/8/2026Wealth Enhancement Advisory Services LLC145,272$5.89M0.0%-4.0%0.945%
1/5/2026CGN Advisors LLC28,376$1.15M0.1%+1.6%0.184%
11/20/2025Centaurus Financial Inc.13,761$560K0.0%+53.6%0.087%
11/17/2025Susquehanna International Group LLP12,563$511K0.0%-91.8%0.079%
11/17/2025Flow Traders U.S. LLC23,665$963K0.0%-60.8%0.149%
11/17/2025Bank of America Corp DE201,463$8.20M0.0%-26.4%1.269%
11/17/2025Ameriprise Financial Inc.6,201$252K0.0%+8.6%0.039%
11/14/2025Raymond James Financial Inc.247,205$10.06M0.0%-0.8%1.557%


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), 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 110 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 1,874,822 shares in the last 24 months. This purchase volume represents approximately $76.06M in transactions.

Of the 52 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), AQR Capital Management LLC ($76.82K), and Bank of America Corp DE ($72.28K).

Institutional investors have sold a total of 3,292,682 shares in the last 24 months. This volume of shares sold represents approximately $133.78M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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