SS Ultra Short TM Bond ETFULSTETF
13F holders, Q4 2024 (December 31)111holders +9
13new positions
11sold out
2famous investors
$40.41avg. 13F price*
At the end of Q4 2024, 111 institutions reported holding SS Ultra Short TM Bond ETF (ULST) in their 13F filings, up 9 from Q3 2024. 13 opened new positions and 11 sold out. The largest holders were Gradient Investments LLC ($70.5M), Cwm, LLC ($67.6M) and LPL Financial LLC ($45.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Ultra Short TM Bond ETF
- Filed as
- SSGA ACTIVE ETF TR (Q4 2024)
- CUSIP
- 78467V707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $18.4M |
| Exits | 11 | $5.1M |
All 13F filers, Q3 2024 → Q4 2024: 856,017 shares bought and 928,803 shares sold, net −72,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Gradient Investments LLC | 1.43% | Add +2.2% | 1,745,483 | $70.5M |
| Cwm, LLC | 0.28% | Add +3.4% | 1,672,598 | $67.6M |
| LPL Financial LLC | 0.02% | Add +4.5% | 1,125,289 | $45.5M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 682,165 | $27.6M |
| Avestar Capital, LLC | 1.99% | Reduce -4.2% | 542,615 | $21.9M |
| Raymond James Financial Inc. | 0.01% | — | 521,314 | $21.1M |
| BIP Wealth, LLC | 1.35% | Add +6.8% | 500,490 | $20.2M |
| Ieq Capital, LLC | 0.10% | New | 267,297 | $10.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +39.4% | 238,253 | $9.6M |
| Bank of America Corp. | 0.00% | Add +10.8% | 213,745 | $8.6M |
| David Kennon Inc | 3.28% | Add +4.3% | 205,715 | $8.3M |
| ORBA Wealth Advisors, L.L.C. | 4.25% | Reduce -13.4% | 201,064 | $8.1M |
| Bouchey Financial Group, Ltd. | 0.60% | Reduce -63.1% | 169,935 | $6.9M |
| Auour Investments LLC | 1.99% | Add +26.4% | 140,327 | $5.7M |
| WT Wealth Management | 1.51% | Reduce -0.8% | 119,273 | $4.8M |
| Moloney Securities Asset Management, LLC | 0.65% | Add +17.4% | 118,871 | $4.8M |
| Brown Financial Advisors | 1.43% | Reduce -0.6% | 88,103 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -16.4% | 85,257 | $3.4M |
| AQR Capital Management | 0.00% | New | 82,444 | $3.3M |
| UBS Group AG | 0.00% | Reduce -11.1% | 62,860 | $2.5M |
| Copley Financial Group, Inc. | 1.88% | Reduce -33.9% | 60,785 | $2.5M |
| Verus Capital Partners, LLC | 0.23% | Add +9.4% | 58,975 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 55,787 | $2.3M |
| Norris Financial Group, LLC | 1.03% | Add +360.3% | 54,109 | $2.2M |
| CW Advisors, LLC | 0.03% | Add +1.6% | 51,839 | $2.1M |
| Mattson Financial Services, LLC | 0.58% | Reduce -55.0% | 44,536 | $1.8M |
| Naples Global Advisors, LLC | 0.17% | Reduce -5.4% | 43,900 | $1.8M |
| Elmwood Wealth Management, Inc. | 0.64% | Reduce -8.1% | 39,187 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.0% | 38,469 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -10.3% | 34,650 | $1.4M |
| Barnes Wealth Management Group, Inc | 0.93% | — | 34,169 | $1.4M |
| Financial Advocates Investment Management | 0.07% | Reduce -0.7% | 32,456 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.7% | 30,559 | $1.2M |
| Paladin Wealth, LLC | 1.06% | Reduce -18.3% | 30,474 | $1.2M |
| CGN Advisors LLC | 0.12% | Add +12.2% | 30,291 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 28,840 | $1.2M |
| Ameliora Wealth Management Ltd. | 0.42% | No change | 27,767 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -89.9% | 27,379 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.26% | Reduce -10.5% | 27,343 | $1.1M |
| Crews Bank & Trust | 0.17% | — | 24,720 | $999K |
| MML Investors Services, LLC | 0.00% | Reduce -1.3% | 23,362 | $944K |
| Jane Street Group, LLC | 0.00% | Add +92.3% | 22,622 | $914K |
| Salem Investment Counselors Inc. | 0.03% | Add +9.1% | 22,459 | $908K |
| Global View Capital Management LLC | 0.32% | — | 22,430 | $906K |
| Golden State Wealth Management, LLC | 0.11% | — | 18,930 | $765K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.8% | 17,109 | $691K |
| Western Wealth Management, LLC | 0.04% | Add +0.0% | 16,539 | $668K |
| Stifel Financial Corp. | 0.00% | Reduce -31.3% | 16,371 | $662K |
| Harbour Investments, Inc. | 0.02% | Reduce -6.7% | 15,517 | $627K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.2% | 13,700 | $554K |
| Equitable Holdings, Inc. | 0.01% | Add +12.2% | 13,683 | $553K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.4% | 13,449 | $543K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.2% | 13,416 | $542K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.2% | 12,364 | $500K |
| Cannon Wealth Management Services, LLC | 0.43% | Add +55.5% | 12,362 | $499K |
| Kraft, Davis & Associates, LLC | 0.13% | Reduce -59.8% | 11,444 | $463K |
| Continuum Advisory, LLC | 0.06% | Reduce -18.9% | 11,280 | $456K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 11,262 | $455K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.6% | 11,092 | $448K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -20.3% | 11,054 | $447K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -20.3% | 11,054 | $447K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 11,000 | $445K |
| Centaurus Financial, Inc. | 0.03% | Add +34.8% | 10,746 | $434K |
| Prestige Wealth Management Group LLC | 0.09% | New | 10,556 | $427K |
| Capstone Wealth Management Group, LLC | 0.23% | Reduce -0.3% | 10,475 | $423K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.2% | 10,163 | $411K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.5% | 10,157 | $410K |
| Comerica Bank | 0.00% | Add +3.8% | 10,081 | $407K |
| Catalyst Private Wealth, LLC | 0.18% | No change | 10,000 | $404K |
| Opal Wealth Advisors, LLC | 0.12% | Reduce -14.2% | 9,962 | $403K |
| Savant Capital, LLC | 0.00% | Reduce -18.8% | 9,764 | $395K |
| Destination Wealth Management | 0.01% | Reduce -46.6% | 9,706 | $392K |
| Trilogy Capital Inc. | 0.02% | No change | 9,680 | $391K |
| Richardson Financial Services Inc. | 0.27% | Reduce -50.0% | 9,622 | $389K |
| ZEGA Investments, LLC | 0.11% | — | 9,108 | $369K |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 8,491 | $343K |
| Perennial Investment Advisors, LLC | 0.04% | Add +2.3% | 7,963 | $322K |
| Flow Traders U.S. LLC | 0.01% | Add +38.6% | 7,586 | $307K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 7,482 | $302K |
| Collier Financial | 0.25% | — | 6,975 | $282K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -0.8% | 6,619 | $267K |
| Cadence Bank | 0.02% | No change | 6,605 | $267K |
| McAdam, LLC | 0.01% | New | 6,560 | $265K |
| Canvas Wealth Advisors, LLC | 0.07% | Add +4.0% | 6,500 | $263K |
| Winch Advisory Services, LLC | 0.07% | Reduce -10.8% | 6,239 | $252K |
| Redwood Financial Network Corp | 0.18% | Reduce -11.0% | 6,136 | $248K |
| Worth Asset Management, LLC | 0.13% | No change | 5,931 | $240K |
| Authentikos Wealth Advisory, LLC | 0.23% | Add +127.3% | 5,800 | $234K |
| Citadel Advisors | 0.00% | New | 5,738 | $232K |
| Ameriprise Financial Inc. | 0.00% | New | 5,709 | $231K |
| Leslie Global Wealth, LLC | 0.11% | Reduce -15.1% | 5,675 | $229K |
| Independent Financial Group, LLC | 0.01% | Add +12.5% | 5,646 | $228K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,215 | $211K |
| Independent Advisor Alliance | 0.00% | New | 5,078 | $205K |
| Fifth Third Securities, Inc. | 0.02% | New | 5,041 | $204K |
| Angeles Wealth Management, LLC | 0.02% | No change | 5,000 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -29.1% | 2,468 | $100K |
| TD Capital Management LLC | 0.01% | Add +1.6% | 2,299 | $93K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -28.7% | 1,694 | $68K |
| AE Wealth Management LLC | 0.00% | New | 1,610 | $65K |
"% of holder's portfolio" is ULST's weight in each manager's 13F, not the share of SS Ultra Short TM Bond ETF the manager owns.