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

SPDR SSgA Ultra Short Term Bond ETF logo
$40.52 +0.01 (+0.02%)
As of 07/11/2025 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)
79
Total
Institutional Inflows
(last 12 months)
$196.33M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$73.88M
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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
7/10/2025 Wealth Enhancement Advisory Services LLC168,763$6.84M0.0%-9.0%1.148%
7/8/2025 PTM Wealth Management LLC609,771$24.70M16.3%+248.7%4.148%
7/8/2025 Paladin Wealth LLC29,195$1.19M0.9%-6.3%0.199%
7/8/2025 Gradient Investments LLC1,796,931$73.06M1.3%-2.7%12.224%
7/7/2025 Salem 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%
5/7/2025 PTM 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%
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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%
4/22/2025TrueMark Investments LLC5,818$237K0.1%N/A0.038%
4/22/2025Crews Bank & Trust23,230$944K0.2%-6.0%0.151%
4/22/2025Advisor Resource Council74,259$2.96M0.2%N/A0.481%
4/21/2025Kingswood Wealth Advisors LLC7,915$321K0.0%+5.8%0.051%
4/17/2025Authentikos Wealth Advisory LLC11,281$459K0.4%+94.5%0.078%
4/17/2025ORBA Wealth Advisors L.L.C.207,100$8.42M4.2%+3.0%1.433%
4/16/2025Opal 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%
4/15/2025CX Institutional972$40K0.0%N/A0.007%
4/15/2025Collier Financial5,856$238K0.2%-16.0%0.041%
4/15/2025Wealthcare Advisory Partners LLC8,341$339K0.0%N/A0.058%
4/10/2025CGN 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%
2/18/2025Continuum 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%
2/17/2025BIP 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%
2/13/2025Kraft Davis & Associates LLC11,444$463K0.1%-59.8%0.079%
2/13/2025Raymond James Financial Inc.521,314$21.07M0.0%N/A3.608%
2/13/2025Envestnet 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%
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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%
2/10/2025IAG 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%
2/6/2025Synergy Investment Management LLC771$31K0.0%N/A0.005%
(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, 139 institutional investors and hedge funds held shares of SPDR SSgA Ultra Short Term Bond ETF. The most heavily invested institutionals were Gradient Investments LLC ($73.06M), CWM LLC ($69.29M), LPL Financial LLC ($68.90M), PTM Wealth Management LLC ($24.70M), Avestar Capital LLC ($21.93M), BIP Wealth LLC ($21.91M), 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 113 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: Gradient Investments LLC ($1.18M), Raymond James Financial Inc. ($1.04M), LPL Financial LLC ($956.95K), PTM Wealth Management LLC ($609.77K), Avestar Capital LLC ($600.90K), Raymond James & Associates ($570.80K), and CWM LLC ($505.97K).

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

Institutional investors have bought a total of 4,842,872 shares in the last 24 months. This purchase volume represents approximately $196.33M in transactions.

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

Of the 63 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 ($290.80K), Envestnet Asset Management Inc. ($251.56K), Raymond James Financial Inc. ($223.96K), CWM LLC ($128.33K), Kraft Davis & Associates LLC ($97.01K), Wealth Enhancement Advisory Services LLC ($96.90K), and WT Wealth Management ($64.39K).

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

Institutional investors have sold a total of 1,821,231 shares in the last 24 months. This volume of shares sold represents approximately $73.88M in transactions.


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This page (NYSEARCA:ULST) was last updated on 7/12/2025 by MarketBeat.com Staff
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