ULST Institutional Ownership & Shareholders
SPDR ULTRA SHORT-TERM BOND (ULST) is currently held by 116 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $460.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $159.22M, representing an estimated loss of -0.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% 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
116
Total Reported Value
$460.31M
Largest Holder
Cwm, Llc
Largest Position
$159.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
111
Funds Exiting Positions
1
| 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 | $159,220,066 | -$750,460 | -0.47% | |
| Lpl Financial Llc | 0.01% | 1,384,703 | $55,976,621 | $55,817,378 | -$159,243 | -0.28% | |
| Morgan Stanley | 0.00% | 767,227 | $31,015,167 | $30,926,920 | -$88,247 | -0.28% | |
| Bip Wealth, Llc | 0.77% | 705,431 | $28,390,089 | $28,435,924 | +$45,835 | +0.16% | |
| Avestar Capital, Llc | 1.99% | 572,364 | $23,034,791 | $23,071,993 | +$37,202 | +0.16% | |
| Ptm Wealth Management, Llc | 9.16% | 536,379 | $21,546,363 | $21,621,437 | +$75,074 | +0.35% | |
| Aqr Capital Management Llc | 0.01% | 357,933 | $14,469,453 | $14,428,279 | -$41,174 | -0.28% | |
| Raymond James Financial Inc | 0.00% | 273,073 | $11,038,965 | $11,007,573 | -$31,392 | -0.28% | |
| Bank Of America Corp | 0.00% | 272,455 | $11,013,984 | $10,982,661 | -$31,323 | -0.28% | |
| Stablepoint Partners, Llc | 1.24% | 220,840 | $8,927,440 | $8,902,060 | -$25,380 | -0.28% | |
| Orba Wealth Advisors, L.L.C. | 5.11% | 148,811 | $5,988,883 | $5,998,571 | +$9,688 | +0.16% | |
| Pw Nova Financial Services Llc | 1.09% | 132,746 | $5,342,363 | $5,350,991 | +$8,628 | +0.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 127,109 | $5,107,254 | $5,123,764 | +$16,510 | +0.32% | |
| Norris Financial Group, Llc | 1.98% | 123,113 | $4,976,844 | $4,962,685 | -$14,159 | -0.28% | |
| David Kennon Inc | 1.42% | 106,986 | $4,305,666 | $4,312,606 | +$6,940 | +0.16% | |
| Ubs Group Ag | 0.00% | 73,963 | $2,989,954 | $2,981,449 | -$8,505 | -0.28% | |
| Verus Capital Partners, Llc | 0.16% | 72,332 | $2,924,014 | $2,915,703 | -$8,311 | -0.28% | |
| Bridgeport Financial Solutions, Llc | 0.65% | 68,829 | $2,770,027 | $2,774,497 | +$4,470 | +0.16% | |
| Royal Bank Of Canada | 0.00% | 59,350 | $2,399,000 | $2,392,399 | -$6,602 | -0.28% | |
| Focus Partners Wealth | 0.00% | 56,596 | $2,287,890 | $2,281,385 | -$6,505 | -0.28% | |
| Farther Finance Advisors, Llc | 0.02% | 55,682 | $2,240,914 | $2,244,541 | +$3,627 | +0.16% | |
| Cannon Wealth Management Services, Llc | 1.19% | 53,709 | $2,171,186 | $2,165,010 | -$6,176 | -0.28% | |
| Elmwood Wealth Management, Inc. | 0.48% | 49,757 | $2,002,471 | $2,005,705 | +$3,234 | +0.16% | |
| Osaic Holdings, Inc. | 0.00% | 48,492 | $1,960,749 | $1,954,713 | -$6,036 | -0.31% | |
| Barnes Wealth Management Group, Inc | 0.89% | 47,687 | $1,927,747 | $1,922,263 | -$5,484 | -0.28% | |
| Thrivent Financial For Lutherans | 0.00% | 45,432 | $1,837,000 | $1,831,364 | -$5,636 | -0.31% | |
| Global View Capital Management Llc | 0.38% | 42,365 | $1,704,980 | $1,707,733 | +$2,753 | +0.16% | |
| Mml Investors Services, Llc | 0.00% | 41,720 | $1,686,532 | $1,681,733 | -$4,799 | -0.28% | |
| Citadel Advisors Llc | 0.00% | 40,166 | $1,623,711 | $1,619,091 | -$4,620 | -0.28% | |
| Equitable Holdings, Inc. | 0.01% | 38,364 | $1,550,881 | $1,546,453 | -$4,428 | -0.29% | |
| Cgn Advisors Llc | 0.11% | 34,944 | $1,406,333 | $1,408,593 | +$2,260 | +0.16% | |
| Sanctuary Advisors, Llc | 0.01% | 33,420 | $1,351,004 | $1,347,160 | -$3,844 | -0.28% | |
| Authentikos Wealth Advisory, Llc | 0.79% | 30,602 | $1,237,086 | $1,233,567 | -$3,519 | -0.28% | |
| Fiduciary Trust Co | 0.01% | 28,840 | $1,165,857 | $1,162,540 | -$3,317 | -0.28% | |
| Envestnet Asset Management Inc | 0.00% | 28,296 | $1,143,847 | $1,140,612 | -$3,235 | -0.28% | |
| Ameliora Wealth Management Ltd. | 0.32% | 27,767 | $1,117,483 | $1,119,288 | +$1,805 | +0.16% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 26,670 | $1,078,140 | $1,075,068 | -$3,072 | -0.28% | |
| Coppell Advisory Solutions Llc | 0.08% | 49,579 | $1,003,886 | $1,998,529 | +$994,643 | +99.08% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 24,700 | $998,498 | $995,657 | -$2,841 | -0.28% | |
| Valmark Advisers, Inc. | 0.01% | 23,620 | $954,839 | $952,122 | -$2,717 | -0.28% | |
| Goldman Sachs Group Inc | 0.00% | 22,154 | $895,575 | $893,028 | -$2,547 | -0.28% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 21,685 | $876,616 | $874,122 | -$2,494 | -0.28% | |
| Crews Bank & Trust | 0.11% | 21,250 | $859,031 | $856,588 | -$2,444 | -0.28% | |
| Naples Global Advisors, Llc | 0.05% | 20,850 | $842,862 | $840,464 | -$2,399 | -0.28% | |
| Wealthcare Advisory Partners Llc | 0.01% | 20,591 | $828,683 | $830,023 | +$1,340 | +0.16% | |
| Savant Capital, Llc | 0.00% | 20,063 | $811,820 | $808,740 | -$3,080 | -0.38% | |
| Susquehanna International Group, Llp | 0.00% | 20,039 | $810,077 | $807,772 | -$2,305 | -0.28% | |
| G&S Capital Llc | 0.23% | 19,822 | $797,723 | $799,025 | +$1,302 | +0.16% | |
| Fifth Third Securities, Inc. | 0.04% | 19,153 | $770,812 | $772,057 | +$1,245 | +0.16% | |
| Salem Investment Counselors Inc | 0.02% | 18,871 | $759,464 | $760,690 | +$1,226 | +0.16% |
Frequently asked questions about ULST
Who are the largest institutional holders of ULST?
The largest institutional holders of ULST reported in the latest SEC Form 13F filings include Cwm, Llc, Lpl Financial Llc, Morgan Stanley, Bip Wealth, Llc, and Avestar Capital, Llc. InsiderSet ranks institutional holders by their latest reported ULST position.
What is ULST institutional ownership?
This page tracks ULST positions reported by institutional investment managers through SEC Form 13F. SPDR ULTRA SHORT-TERM BOND (ULST) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ULST?
InsiderSet currently tracks 116 institutional managers reporting ULST holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ULST shareholders.
How much ULST stock do institutions own?
Institutional investment managers disclosed approximately $460.31M in ULST holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ULST institutional ownership last updated?
The latest ULST institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ULST holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ULST position after the reporting date.
Are institutions buying or selling ULST?
Institutional buying and selling can be analyzed by comparing ULST positions across consecutive 13F reporting periods. InsiderSet's ULST Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ULST ownership changes.
How has ULST institutional ownership changed over time?
InsiderSet tracks ULST institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.