SPDR ULTRA SHORT-TERM BOND (ULST) Institutional Shareholders
SPDR ULTRA SHORT-TERM BOND (ULST) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $444.64M in ULST holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of ULST tracked by InsiderSet, reporting ownership valued at approximately $159.97M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $159.60M, representing an estimated loss of -0.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed ULST value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in SPDR ULTRA SHORT-TERM BOND (ULST).
This page ranks the largest institutional ULST shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
102
Total Reported Value
$444.64M
Largest Holder
Cwm, Llc
Largest Position
$159.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.42% | 3,949,890 | $159,970,526 | $159,595,305 | -$375,221 | -0.23% | |
| Lpl Financial Llc | 0.01% | 1,293,371 | $52,381,518 | $52,258,655 | -$122,863 | -0.23% | |
| Morgan Stanley | 0.00% | 693,007 | $28,066,806 | $28,000,948 | -$65,858 | -0.23% | |
| Avestar Capital, Llc | 1.50% | 628,720 | $25,415,993 | $25,403,432 | -$12,561 | -0.05% | |
| Bip Wealth, Llc | 0.97% | 588,178 | $23,821,210 | $23,765,332 | -$55,878 | -0.23% | |
| Ptm Wealth Management, Llc | 10.09% | 471,521 | $19,044,752 | $19,051,806 | +$7,054 | +0.04% | |
| Aqr Capital Management Llc | 0.01% | 459,577 | $18,612,869 | $18,569,209 | -$43,660 | -0.23% | |
| Bank Of America Corp | 0.00% | 277,650 | $11,244,814 | $11,218,448 | -$26,366 | -0.23% | |
| Raymond James Financial Inc | 0.00% | 277,412 | $11,235,173 | $11,208,832 | -$26,341 | -0.23% | |
| Stablepoint Partners, Llc | 1.24% | 220,840 | $8,927,440 | $8,923,040 | -$4,400 | -0.05% | |
| Ieq Capital, Llc | 0.04% | 193,126 | $7,821,603 | $7,803,256 | -$18,347 | -0.23% | |
| Orba Wealth Advisors, L.L.C. | 5.46% | 158,037 | $6,388,629 | $6,385,485 | -$3,144 | -0.05% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 119,635 | $4,825,460 | $4,833,852 | +$8,392 | +0.17% | |
| David Kennon Inc | 1.42% | 106,107 | $4,289,387 | $4,287,253 | -$2,134 | -0.05% | |
| Kraft, Davis & Associates, Llc | 0.88% | 104,871 | $4,228,387 | $4,237,313 | +$8,926 | +0.21% | |
| Ubs Group Ag | 0.00% | 88,314 | $3,576,717 | $3,568,327 | -$8,390 | -0.23% | |
| Wt Wealth Management | 0.89% | 79,331 | $3,206,975 | $3,205,369 | -$1,606 | -0.05% | |
| Bridgeport Financial Solutions, Llc | 0.71% | 68,829 | $2,782,416 | $2,781,036 | -$1,380 | -0.05% | |
| Royal Bank Of Canada | 0.00% | 60,523 | $2,451,000 | $2,445,432 | -$5,568 | -0.23% | |
| Osaic Holdings, Inc. | 0.00% | 51,820 | $2,099,139 | $2,093,787 | -$5,352 | -0.25% | |
| Focus Partners Wealth | 0.00% | 1,994 | $2,080,248 | $80,568 | -$1,999,680 | -96.13% | |
| Cannon Wealth Management Services, Llc | 1.36% | 49,772 | $2,015,748 | $2,011,038 | -$4,710 | -0.23% | |
| Elmwood Wealth Management, Inc. | 0.50% | 49,849 | $2,015,147 | $2,014,149 | -$998 | -0.05% | |
| Barnes Wealth Management Group, Inc | 0.89% | 47,687 | $1,927,747 | $1,926,793 | -$954 | -0.05% | |
| Global View Capital Management Llc | 0.38% | 45,931 | $1,856,761 | $1,855,842 | -$919 | -0.05% | |
| Mml Investors Services, Llc | 0.00% | 40,859 | $1,654,782 | $1,650,908 | -$3,874 | -0.23% | |
| Authentikos Wealth Advisory, Llc | 0.93% | 33,993 | $1,376,717 | $1,373,487 | -$3,230 | -0.23% | |
| Cgn Advisors Llc | 0.10% | 32,562 | $1,316,332 | $1,315,668 | -$664 | -0.05% | |
| Sanctuary Advisors, Llc | 0.01% | 31,375 | $1,270,688 | $1,267,707 | -$2,981 | -0.23% | |
| Envestnet Asset Management Inc | 0.00% | 30,749 | $1,245,343 | $1,242,413 | -$2,930 | -0.24% | |
| Fiduciary Trust Co | 0.01% | 28,840 | $1,168,020 | $1,165,280 | -$2,740 | -0.23% | |
| Ameliora Wealth Management Ltd. | 0.33% | 27,767 | $1,122,481 | $1,121,926 | -$555 | -0.05% | |
| Equitable Holdings, Inc. | 0.01% | 26,122 | $1,058,072 | $1,055,459 | -$2,613 | -0.25% | |
| Valmark Advisers, Inc. | 0.01% | 26,019 | $1,053,770 | $1,051,298 | -$2,472 | -0.23% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 24,700 | $1,000,350 | $998,004 | -$2,347 | -0.23% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 24,192 | $979,808 | $977,478 | -$2,330 | -0.24% | |
| Crews Bank & Trust | 0.11% | 21,250 | $859,031 | $858,606 | -$425 | -0.05% | |
| Naples Global Advisors, Llc | 0.05% | 20,850 | $842,862 | $842,444 | -$418 | -0.05% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 20,397 | $826,079 | $824,141 | -$1,938 | -0.23% | |
| Wealthcare Advisory Partners Llc | 0.02% | 20,231 | $817,822 | $817,434 | -$388 | -0.05% | |
| G&S Capital Llc | 0.23% | 19,965 | $807,097 | $806,686 | -$411 | -0.05% | |
| Salem Investment Counselors Inc | 0.02% | 18,396 | $743,659 | $743,290 | -$369 | -0.05% | |
| Kingswood Wealth Advisors, Llc | 0.03% | 17,523 | $708,383 | $708,017 | -$366 | -0.05% | |
| Fifth Third Securities, Inc. | 0.04% | 16,848 | $681,080 | $680,743 | -$337 | -0.05% | |
| Oaktrust Wealth Advisors, Llc | 0.61% | 16,620 | $673,131 | $671,531 | -$1,600 | -0.24% | |
| Oppenheimer & Co Inc | 0.01% | 15,270 | $618,435 | $616,984 | -$1,451 | -0.23% | |
| Tkg Advisors, Llc | 0.20% | 14,161 | $572,477 | $572,175 | -$302 | -0.05% | |
| Perennial Investment Advisors, Llc | 0.05% | 14,014 | $567,607 | $566,236 | -$1,371 | -0.24% | |
| Western Wealth Management, Llc | 0.02% | 13,302 | $538,732 | $537,467 | -$1,265 | -0.23% | |
| Captrust Financial Advisors | 0.00% | 12,740 | $515,974 | $514,760 | -$1,214 | -0.24% |
Frequently asked questions about ULST
Who owns the most ULST stock?
The largest holders of ULST are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR ULTRA SHORT-TERM BOND (ULST).
Is ULST widely held by superinvestors?
Many widely followed stocks like ULST appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ULST is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.