SPDR SSgA Ultra Short Term Bond ETF is an exchange-traded fund on ARCA. As of Q3 2025, 106 institutional investors hold shares in this ETF, with total holdings valued at $464.6M. CWM, LLC is the largest holder with a position valued at $144.9M.
Overview of institutional ownership in ULST as of Q3 2025
Institutions with the largest positions in ULST as of Q3 2025
| Institution | Position Value |
|---|---|
CWM, LLC RIA/Wealth | $144.9M 0.46% of portfolio |
L LPL Financial LLC Institution | $75.8M 0.02% of portfolio |
Avestar Capital, LLC RIA/Wealth | $27.1M 1.94% of portfolio |
PTM WEALTH MANAGEMENT, LLC RIA/Wealth | $26.8M 16.02% of portfolio |
MORGAN STANLEY RIA/Wealth | $24.7M 0.00% of portfolio |
BIP Wealth, LLC RIA/Wealth | $22.5M 1.11% of portfolio |
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $20.0M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $10.1M 0.00% of portfolio |
IEQ CAPITAL, LLC RIA/Wealth | $9.6M 0.03% of portfolio |
D David Kennon Inc Institution | $8.2M 2.95% of portfolio |
Institutional buying and selling activity for ULST in Q3 2025
| Institution | Net Bought |
|---|---|
CWM, LLC RIA/Wealth | +$17.7M +434.3K shares |
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$14.0M +343.2K shares |
L LPL Financial LLC Institution | +$3.7M +90.2K shares |
BridgePort Financial Solutions, LLC RIA/Wealth | +$3.1M +76.0K shares |
TRUE Private Wealth Advisors RIA/Wealth | +$2.8M +68.4K shares |
PTM WEALTH MANAGEMENT, LLC RIA/Wealth | +$2.0M +50.1K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$1.9M +47.0K shares |
A Advisor Group Holdings, Inc. Institution | +$1.3M +31.7K shares |
ORBA Wealth Advisors, L.L.C. RIA/Wealth | +$1.1M +26.4K shares |
WT Wealth Management RIA/Wealth | +$916.5K +22.5K shares |
| Institution | Net Sold |
|---|---|
Auour Investments LLC RIA/Wealth | −$5.3M −129.4K shares |
B Brown Financial Advisors RIA/Wealth | −$4.0M −99.0K shares |
BANK OF AMERICA CORP /DE/ Institution | −$2.9M −72.3K shares |
Avestar Capital, LLC RIA/Wealth | −$2.6M −63.1K shares |
H HRT FINANCIAL LLC Institution | −$2.3M −56.4K shares |
MORGAN STANLEY RIA/Wealth | −$2.3M −56.3K shares |
J JANE STREET GROUP, LLC Institution | −$2.3M −56.1K shares |
C Copley Financial Group, Inc. RIA/Wealth | −$2.0M −49.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.8M −43.3K shares |
ZEGA Investments, LLC RIA/Wealth | −$1.7M −41.8K shares |
Institutions that initiated new positions or completely exited ULST in Q3 2025
| Institution | Position Value |
|---|---|
BridgePort Financial Solutions, LLC RIA/Wealth | $3.1M 76.0K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $1.9M 47.0K shares |
United Advisor Group, LLC RIA/Wealth | $301.7K 7.4K shares |
Wisconsin Wealth Advisors, LLC RIA/Wealth | $288.0K 7.1K shares |
Key FInancial Inc RIA/Wealth | $182.7K 4.5K shares |
| Institution | Previous Position |
|---|---|
Auour Investments LLC RIA/Wealth | $5.3M 129.4K shares |
B Brown Financial Advisors RIA/Wealth | $4.0M 99.0K shares |
H HRT FINANCIAL LLC Institution | $2.3M 56.4K shares |
C Copley Financial Group, Inc. RIA/Wealth | $2.0M 49.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.8M 43.3K shares |
ZEGA Investments, LLC RIA/Wealth | $1.7M 41.8K shares |
Mattson Financial Services, LLC RIA/Wealth | $1.5M 37.4K shares |
P Paladin Wealth, LLC Institution | $1.2M 29.2K shares |
$1.1M 26.7K shares | |
T TWO SIGMA SECURITIES, LLC Institution | $304.5K 7.5K shares |
Institutions with the largest Call and Put options positions in ULST as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with ULST as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
PTM WEALTH MANAGEMENT, LLC RIA/Wealth | 16.02% $26.8M |
ORBA Wealth Advisors, L.L.C. RIA/Wealth | 4.85% $5.9M |
D David Kennon Inc Institution | 2.95% $8.2M |
Avestar Capital, LLC RIA/Wealth | 1.94% $27.1M |
WT Wealth Management RIA/Wealth | 1.34% $4.6M |
Authentikos Wealth Advisory, LLC RIA/Wealth | 1.29% $1.8M |
BIP Wealth, LLC RIA/Wealth | 1.11% $22.5M |
Barnes Wealth Management Group, Inc RIA/Wealth | 1.11% $2.0M |
C Cannon Wealth Management Services, LLC RIA/Wealth | 0.85% $1.1M |
BridgePort Financial Solutions, LLC RIA/Wealth | 0.83% $3.1M |
Discover hedge funds investing in ULST

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
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