SPDR ULTRA SHORT-TERM BOND (ULST) Institutional Ownership Changes & 13F Activity
SPDR ULTRA SHORT-TERM BOND (ULST). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Aqr Capital Management Llc, Citadel Advisors Llc, Bank Of America Corp, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Verus Capital Partners, Llc | Sell | -721 | -1.1% | 64,072 | $2.60M | Q4 2025 | Jul 09, 2026 |
| Norris Financial Group, Llc | Sell | -5,713 | -6.7% | 79,690 | $3.23M | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Buy | +5,682 | +72.8% | 13,482 | $546.09K | Q4 2025 | May 15, 2026 |
| Lane Brothers & Co Inc | Buy | +5,752 | — | 5,752 | $232.97K | Q4 2025 | Mar 13, 2026 |
| Oaktrust Wealth Advisors, Llc | Buy | +13,595 | — | 13,595 | $550.68K | Q4 2025 | Feb 27, 2026 |
| Td Capital Management Llc | Buy | +124 | — | 124 | $5.02K | Q4 2025 | Feb 26, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +50,431 | — | 50,431 | $2.04M | Q4 2025 | Feb 24, 2026 |
| Mcguire Capital Advisors Inc | Buy | +349 | — | 349 | $14.14K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +252,148 | — | 252,148 | $10.21M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +8,229 | — | 8,229 | $333.33K | Q4 2025 | Feb 18, 2026 |
| Aqr Capital Management Llc | Buy | +414,778 | — | 414,778 | $16.80M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +324,768 | — | 324,768 | $13.15M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +260,652 | — | 260,652 | $10.56M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +62,627 | — | 62,627 | $2.54M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +58,062 | — | 58,062 | $2.35M | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +26,015 | — | 26,015 | $1.05M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +23,227 | — | 23,227 | $940.81K | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions Llc | Buy | +22,750 | — | 22,750 | $921.49K | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, Llc | Buy | +13,936 | — | 13,936 | $564.54K | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +10,005 | — | 10,005 | $405.25K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +9,655 | — | 9,655 | $391.08K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Securities, Llc | Buy | +8,969 | — | 8,969 | $363.29K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +7,436 | — | 7,436 | $301.20K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +5,709 | — | 5,709 | $231.24K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +5,656 | — | 5,656 | $229.10K | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | Buy | +5,637 | — | 5,637 | $228.33K | Q4 2025 | Feb 17, 2026 |
| Angeles Wealth Management, Llc | Buy | +5,000 | — | 5,000 | $202.53K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,000 | — | 1,000 | $40.51K | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +726 | — | 726 | $29.41K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +615,379 | — | 615,379 | $24.93M | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about ULST activity
Which institutional owners are buying ULST?
Institutional owners buying ULST include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ULST activity?
"Buy" means an investor increased their reported position in ULST compared to the prior reporting period. This reflects growing exposure to SPDR ULTRA SHORT-TERM BOND (ULST) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ULST increasing?
Institutional interest in ULST can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.