Who Owns ULST?
State Street Ultra Short Term Bond ETF — Institutional Ownership & 13F Holdings
$40.48
+0.00 (+0.00%)
Market Cap
$620.8M
Shares Outstanding
15,530,457
Institutional Holders
117
Total Inst. Value
$287.2M
% of Float Held
—
QoQ Holder Change
+50
Institutional data as of Q1 2025
New Positions
34
Closed Positions
12
Increased
45
Decreased
22
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Gradient Investments LLC | $75.1M | 1,847,262 |
| 2 | Avestar Capital, LLC | $26.3M | 645,843 |
| 3 | MORGAN STANLEY | $26.1M | 642,037 |
| 4 | TRUE Private Wealth AdvisorsNew | $17.3M | 424,540 |
| 5 | RAYMOND JAMES FINANCIAL INC | $12.1M | 297,353 |
| 6 | David Kennon IncNew | $8.5M | 208,977 |
| 7 | ORBA Wealth Advisors, L.L.C. | $8.4M | 207,100 |
| 8 | BANK OF AMERICA CORP /DE/ | $8.2M | 200,843 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.5M | 185,425 |
| 10 | Bouchey Financial Group Ltd | $7.2M | 178,188 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Gradient Investments LLC | +102K | $75.1M |
| Avestar Capital, LLC | +103K | $26.3M |
| TRUE Private Wealth AdvisorsNew | +425K | $17.3M |
| David Kennon IncNew | +209K | $8.5M |
| ORBA Wealth Advisors, L.L.C. | +6K | $8.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -224K | $12.1M |
| MORGAN STANLEY | -40K | $26.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -16K | $7.5M |
| IEQ CAPITAL, LLC | -15K | $10K |
| BANK OF AMERICA CORP /DE/ | -13K | $8.2M |
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Frequently Asked Questions
How many institutional investors hold ULST?
As of Q1 2025, 117 institutional investors report holding ULST (State Street Ultra Short Term Bond ETF) in their 13F filings.
Which hedge fund owns the most ULST?
The largest institutional holder of ULST is Gradient Investments LLC with $75.1M in shares.
Are institutions buying or selling ULST?
This quarter, 34 institutions opened new positions in ULST and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.