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

$40.58

+0.03 (+0.07%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 60
Total Institutional Inflows (last 12 months): $193.68M

Number of Institutional Sellers (last 12 months): 45
Total Institutional Outflows (last 12 months): $94.44M

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ULST Institutional Buying and Selling by Quarter

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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
7/26/2024	AlphaStar Capital Management LLC	5,872	$238K	0.0%	N/A	0.041%
7/25/2024	David Kennon Inc	193,255	$7.82M	3.3%	-0.3%	1.337%
7/25/2024	Levy Wealth Management Group LLC	32,207	$1.30M	0.3%	-1.8%	0.223%
7/24/2024	Everhart Financial Group Inc.	9,599	$388K	0.1%	-44.9%	0.066%
7/20/2024	Auour Investments LLC	114,904	$4.65M	1.7%	-13.0%	0.795%
7/20/2024	Continuum Advisory LLC	32,317	$1.31M	0.2%	-20.1%	0.224%
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7/19/2024	Western Wealth Management LLC	16,530	$669K	0.0%	-6.6%	0.114%
7/19/2024	Raymond James & Associates	570,797	$23.10M	0.0%	+81.5%	3.950%
7/18/2024	Gradient Investments LLC	1,753,402	$70.96M	1.6%	+12.4%	12.134%
7/18/2024	Naples Global Advisors LLC	53,200	$2.15M	0.2%	-25.3%	0.368%
7/16/2024	ORBA Wealth Advisors L.L.C.	239,103	$9.68M	5.0%	-6.5%	1.655%
7/16/2024	Wealth Enhancement Advisory Services LLC	173,319	$7.01M	0.0%	-12.6%	1.199%
7/16/2024	Ameliora Wealth Management Ltd.	27,767	$1.12M	0.5%	-40.7%	0.192%
7/10/2024	CGN Advisors LLC	26,942	$1.09M	0.1%	-9.8%	0.186%
7/10/2024	CWM LLC	1,745,582	$70.64M	0.3%	+3.4%	12.080%
7/9/2024	Northwest Capital Management Inc	822	$33K	0.0%	-44.4%	0.006%
6/4/2024	Tactive Advisors LLC	5,955	$241K	0.1%	N/A	0.041%
5/17/2024	Comerica Bank	10,975	$444K	0.0%	-2.4%	0.076%
5/17/2024	Tidal Investments LLC	7,353	$298K	0.0%	-58.1%	0.051%
5/16/2024	Kraft Davis & Associates LLC	107,996	$4.36M	1.4%	-54.6%	0.747%
5/8/2024	Avantax Advisory Services Inc.	12,300	$498K	0.0%	-51.4%	0.085%
5/7/2024	Verus Capital Partners LLC	35,512	$1.44M	0.2%	+65.8%	0.246%
5/7/2024	PFG Advisors	22,651	$917K	0.1%	+138.1%	0.157%
5/4/2024	Richardson Financial Services Inc.	9,671	$392K	0.3%	N/A	0.067%
5/3/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	16,217	$657K	0.1%	N/A	0.112%
5/2/2024	Moloney Securities Asset Management LLC	83,493	$3.38M	0.5%	+7.9%	0.578%
5/1/2024	Auour Investments LLC	132,108	$5.35M	2.0%	+5.6%	0.914%
5/1/2024	ORBA Wealth Advisors L.L.C.	255,820	$10.36M	5.7%	-0.9%	1.770%
4/30/2024	Fortis Group Advisors LLC	12,500	$506K	0.1%	-37.4%	0.087%
4/30/2024	Naples Global Advisors LLC	71,184	$2.88M	0.3%	-14.8%	0.493%
4/23/2024	Gradient Investments LLC	1,559,274	$63.15M	1.5%	+6.8%	10.791%
4/22/2024	Raymond James & Associates	314,524	$12.74M	0.0%	+13.7%	2.177%
4/19/2024	Advisor Resource Council	19,994	$807K	0.3%	-90.5%	0.138%
4/18/2024	Congress Wealth Management LLC DE	336,839	$13.64M	0.2%	+0.5%	2.331%
4/17/2024	Trilogy Capital Inc.	9,180	$372K	0.0%	+27.9%	0.064%
4/16/2024	Ameliora Wealth Management Ltd.	46,844	$1.90M	0.9%	-6.3%	0.324%
4/16/2024	Wealth Enhancement Advisory Services LLC	198,271	$8.03M	0.0%	-62.9%	1.372%
4/12/2024	CGN Advisors LLC	29,856	$1.21M	0.2%	-10.1%	0.214%
4/11/2024	Opal Wealth Advisors LLC	11,999	$486K	0.2%	-43.0%	0.086%
4/11/2024	Salem Investment Counselors Inc.	21,885	$886K	0.0%	N/A	0.157%
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3/12/2024	PVG Asset Management Corp	10,961	$443K	2.1%	-70.8%	0.079%
3/8/2024	ICA Group Wealth Management LLC	3,168	$128K	0.0%	N/A	0.023%
2/26/2024	Centaurus Financial Inc.	7,900	$319K	0.0%	N/A	0.057%
2/14/2024	ADAR1 Capital Management LLC	61,264	$2.47M	0.9%	N/A	0.439%
2/12/2024	ORBA Wealth Advisors L.L.C.	258,067	$10.42M	6.2%	N/A	1.850%
2/12/2024	Avestar Capital LLC	664,855	$26.85M	3.0%	+268.6%	4.766%
2/12/2024	TD Capital Management LLC	2,186	$88K	0.0%	N/A	0.016%
2/12/2024	Steward Partners Investment Advisory LLC	4,949	$200K	0.0%	+944.1%	0.035%
2/9/2024	Congress Wealth Management LLC DE	335,231	$13.54M	0.2%	+1.0%	2.403%
2/9/2024	Orion Portfolio Solutions LLC	69,829	$2.82M	0.0%	N/A	0.501%
2/9/2024	Tidemark LLC	1,086	$44K	0.0%	N/A	0.008%
2/9/2024	Gladstone Institutional Advisory LLC	17,419	$703K	0.0%	-21.3%	0.125%
2/8/2024	Financial Advocates Investment Management	34,766	$1.40M	0.1%	-3.9%	0.249%
2/8/2024	WT Wealth Management	209,895	$8.48M	3.3%	-19.5%	1.505%
2/7/2024	Avantax Advisory Services Inc.	25,297	$1.02M	0.0%	+33.3%	0.181%
2/6/2024	Private Advisor Group LLC	26,456	$1.07M	0.0%	-65.6%	0.190%
2/6/2024	Eldridge Investment Advisors Inc.	46,303	$1.87M	0.5%	+28.3%	0.332%
2/5/2024	Paradigm Financial Partners LLC	10,257	$414K	0.1%	+14.1%	0.074%
2/2/2024	Valmark Advisers Inc.	13,327	$538K	0.0%	N/A	0.096%
2/2/2024	BIP Wealth LLC	381,229	$15.39M	1.2%	+5.5%	2.733%
2/1/2024	CWM LLC	1,131,051	$45.67M	0.2%	+30.7%	8.108%
1/31/2024	Kraft Davis & Associates LLC	238,097	$9.65M	2.9%	+124.5%	1.707%
1/30/2024	Elmwood Wealth Management Inc.	16,743	$676K	0.5%	-54.0%	0.120%
1/24/2024	Stratos Wealth Partners LTD.	23,704	$957K	0.0%	-18.4%	0.170%
1/24/2024	Auour Investments LLC	125,089	$5.07M	2.0%	+0.3%	0.897%
1/24/2024	Private Trust Co. NA	1,840	$74K	0.0%	-87.8%	0.013%
1/23/2024	Levy Wealth Management Group LLC	32,782	$1.32M	0.4%	-11.7%	0.235%
1/23/2024	David Kennon Inc	192,382	$7.77M	3.5%	-64.1%	1.379%
1/22/2024	Opal Wealth Advisors LLC	21,049	$850K	0.3%	N/A	0.151%
1/19/2024	PFG Advisors	9,513	$384K	0.0%	N/A	0.068%
1/18/2024	Gradient Investments LLC	1,459,635	$58.94M	1.4%	+42.2%	10.463%
1/18/2024	Hobart Private Capital LLC	6,655	$269K	0.1%	-61.0%	0.048%
1/18/2024	Bouchey Financial Group Ltd	485,354	$19.60M	2.1%	+27.0%	3.479%
1/16/2024	Raymond James & Associates	276,628	$11.17M	0.0%	N/A	1.983%
1/12/2024	Everhart Financial Group Inc.	32,590	$1.32M	0.5%	+1.3%	0.234%
1/12/2024	Advisor Resource Council	209,437	$8.46M	1.0%	+2,748.7%	1.501%
1/11/2024	Naples Global Advisors LLC	83,559	$3.37M	0.4%	-19.8%	0.599%
1/5/2024	CGN Advisors LLC	33,205	$1.34M	0.2%	-11.8%	0.238%
12/4/2023	WT Wealth Management	260,759	$10.50M	4.5%	-9.9%	1.869%
12/1/2023	Fortis Group Advisors LLC	19,980	$804K	0.3%	+27.7%	0.143%
11/16/2023	Harbour Investments Inc.	13,399	$540K	0.0%	+37.1%	0.096%
11/16/2023	Elmwood Wealth Management Inc.	36,408	$1.47M	0.7%	-52.1%	0.261%
11/15/2023	Toroso Investments LLC	64,709	$2.61M	0.1%	-44.2%	0.464%
11/13/2023	LPL Financial LLC	1,058,882	$42.64M	0.0%	+16.2%	7.591%
11/13/2023	Envestnet Asset Management Inc.	300,435	$12.10M	0.0%	-37.1%	2.154%
11/9/2023	BIP Wealth LLC	361,344	$14.55M	1.3%	+7.7%	2.590%
11/9/2023	UBS Group AG	98,828	$3.98M	0.0%	-3.9%	0.708%
11/8/2023	Aptus Capital Advisors LLC	4,813	$194K	0.0%	N/A	0.035%
11/8/2023	HighTower Advisors LLC	7,394	$297K	0.0%	N/A	0.053%
11/8/2023	Redwood Financial Network Corp	7,165	$289K	0.3%	N/A	0.051%
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11/8/2023	Western Wealth Management LLC	16,561	$667K	0.1%	+43.8%	0.119%
11/8/2023	Avantax Advisory Services Inc.	18,974	$764K	0.0%	-10.8%	0.136%
11/7/2023	David Kennon Inc	535,461	$21.56M	10.3%	-3.3%	3.838%
11/6/2023	Winch Advisory Services LLC	6,754	$272K	0.1%	-12.0%	0.048%
11/6/2023	Authentikos Wealth Advisory LLC	24,415	$983K	0.9%	-9.0%	0.175%
11/6/2023	Sigma Planning Corp	9,203	$371K	0.0%	N/A	0.066%
11/6/2023	Hobart Private Capital LLC	17,071	$687K	0.3%	-6.8%	0.122%
11/6/2023	Eldridge Investment Advisors Inc.	36,100	$1.45M	0.5%	+82.3%	0.259%
11/1/2023	Verus Capital Partners LLC	10,763	$433K	0.1%	N/A	0.077%
10/30/2023	Congress Wealth Management LLC DE	332,051	$13.37M	0.3%	N/A	2.380%

(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, 122 institutional investors and hedge funds held shares of SPDR SSgA Ultra Short Term Bond ETF. The most heavily invested institutionals were Gradient Investments LLC ($70.96M), CWM LLC ($70.64M), January Capital Advisors LLC ($49.04M), LPL Financial LLC ($42.64M), Advisor Group Holdings Inc. ($27.91M), Avestar Capital LLC ($26.85M), and NewEdge Advisors LLC ($25.78M).Learn more on ULST's institutional investors.
Which institutional investors have been buying SPDR SSgA Ultra Short Term Bond ETF stock?: Of the 99 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 ($1.68M), CWM LLC ($1.19M), Avestar Capital LLC ($701.79K), Bouchey Financial Group Ltd ($638.77K), NewEdge Advisors LLC ($575.27K), Raymond James & Associates ($570.80K), and David Kennon Inc ($553.65K).
How much institutional buying is happening at SPDR SSgA Ultra Short Term Bond ETF?: Institutional investors have bought a total of 11,955,204 shares in the last 24 months. This purchase volume represents approximately $480.83M in transactions.

Which SPDR SSgA Ultra Short Term Bond ETF major shareholders have been selling company stock?: Of the 69 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: Angeles Investment Advisors LLC ($1.87M), David Kennon Inc ($361.85K), Wealth Enhancement Advisory Services LLC ($361.70K), Advisor Resource Council ($349.36K), Sweet Financial Partners LLC ($294.40K), Heartwood Wealth Advisors LLC ($210.10K), 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 5,413,963 shares in the last 24 months. This volume of shares sold represents approximately $217.06M in transactions.