SS Ultra Short TM Bond ETFULSTETF
13F holders, Q1 2025 (March 31)120holders +9
17new positions
9sold out
1famous investor
$40.64avg. 13F price*
At the end of Q1 2025, 120 institutions reported holding SS Ultra Short TM Bond ETF (ULST) in their 13F filings, up 9 from Q4 2024. 17 opened new positions and 9 sold out. The largest holders were Gradient Investments LLC ($75.1M), Cwm, LLC ($69.3M) and LPL Financial LLC ($68.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS Ultra Short TM Bond ETF
- Filed as
- SSGA ACTIVE ETF TR (Q1 2025)
- CUSIP
- 78467V707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $23.0M |
| Exits | 9 | $3.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,762,316 shares bought and 523,919 shares sold, net +1,238,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Gradient Investments LLC | 1.51% | Add +5.8% | 1,847,262 | $75.1M |
| Cwm, LLC | 0.28% | Add +1.9% | 1,704,621 | $69.3M |
| LPL Financial LLC | 0.03% | Add +50.6% | 1,695,009 | $68.9M |
| Avestar Capital, LLC | 2.50% | Add +19.0% | 645,843 | $26.3M |
| Morgan Stanley | 0.00% | Reduce -5.9% | 642,037 | $26.1M |
| BIP Wealth, LLC | 1.43% | Add +7.7% | 538,959 | $21.9M |
| TRUE Private Wealth Advisors | 2.10% | New | 424,540 | $17.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -43.0% | 297,353 | $12.1M |
| Ieq Capital, LLC | 0.08% | Reduce -5.6% | 252,418 | $10.3M |
| David Kennon Inc | 3.38% | Add +1.6% | 208,977 | $8.5M |
| ORBA Wealth Advisors, L.L.C. | 4.25% | Add +3.0% | 207,100 | $8.4M |
| Bank of America Corp. | 0.00% | Reduce -6.0% | 200,843 | $8.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -22.2% | 185,425 | $7.5M |
| Bouchey Financial Group, Ltd. | 0.65% | Add +4.9% | 178,188 | $7.2M |
| PTM Wealth Management, LLC | 7.46% | — | 174,875 | $7.1M |
| WT Wealth Management | 1.83% | Add +16.4% | 138,854 | $5.6M |
| Auour Investments LLC | 1.93% | Reduce -6.8% | 130,744 | $5.3M |
| Norris Financial Group, LLC | 2.38% | Add +131.8% | 125,403 | $5.1M |
| Brown Financial Advisors | 2.01% | Add +36.0% | 119,851 | $4.9M |
| AQR Capital Management | 0.00% | Add +28.6% | 105,984 | $4.3M |
| Harbour Investments, Inc. | 0.10% | Add +481.9% | 90,289 | $3.7M |
| Moloney Securities Asset Management, LLC | 0.48% | Reduce -26.8% | 87,068 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 81,961 | $3.3M |
| Advisor Resource Council | 0.24% | New | 74,259 | $3.0M |
| UBS Group AG | 0.00% | Add +10.0% | 69,125 | $2.8M |
| Verus Capital Partners, LLC | 0.25% | Add +4.3% | 61,516 | $2.5M |
| Copley Financial Group, Inc. | 1.65% | Reduce -12.5% | 53,164 | $2.2M |
| CW Advisors, LLC | 0.02% | Reduce -3.1% | 50,214 | $2.0M |
| Elmwood Wealth Management, Inc. | 0.75% | Add +15.5% | 45,264 | $1.8M |
| Naples Global Advisors, LLC | 0.17% | No change | 43,900 | $1.8M |
| Mattson Financial Services, LLC | 0.51% | Reduce -7.1% | 41,389 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +6.3% | 40,913 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.99% | Add +11.4% | 38,074 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.4% | 34,800 | $1.4M |
| Global View Capital Management LLC | 0.50% | Add +50.8% | 33,815 | $1.4M |
| Paladin Wealth, LLC | 1.14% | Add +2.2% | 31,155 | $1.3M |
| ZEGA Investments, LLC | 0.37% | Add +237.6% | 30,747 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 30,343 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.27% | Add +6.1% | 29,001 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 28,840 | $1.2M |
| Financial Advocates Investment Management | 0.08% | Reduce -11.3% | 28,785 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 28,170 | $1.1M |
| Ameliora Wealth Management Ltd. | 0.42% | No change | 27,767 | $1.1M |
| CGN Advisors LLC | 0.11% | Reduce -8.5% | 27,707 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +3.3% | 24,128 | $981K |
| Crews Bank & Trust | 0.16% | Reduce -6.0% | 23,230 | $944K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -2.7% | 21,859 | $889K |
| Authentikos Wealth Advisory, LLC | 0.63% | Add +244.5% | 19,983 | $812K |
| Equitable Holdings, Inc. | 0.01% | Add +35.5% | 18,540 | $754K |
| Western Wealth Management, LLC | 0.05% | Add +7.9% | 17,842 | $725K |
| Jane Street Group, LLC | 0.00% | Reduce -22.3% | 17,571 | $714K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.7% | 17,226 | $700K |
| Valmark Advisers, Inc. | 0.01% | Add +26.2% | 16,925 | $688K |
| Golden State Wealth Management, LLC | 0.10% | Reduce -13.4% | 16,390 | $666K |
| NewEdge Advisors, LLC | 0.00% | Add +45.4% | 16,130 | $656K |
| Stifel Financial Corp. | 0.00% | Reduce -8.6% | 14,957 | $608K |
| Cannon Wealth Management Services, LLC | 0.52% | Add +16.4% | 14,387 | $583K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.1% | 14,129 | $574K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +25.7% | 13,896 | $565K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +25.7% | 13,896 | $565K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 13,703 | $557K |
| G&S Capital LLC | 0.21% | New | 12,300 | $500K |
| McAdam, LLC | 0.03% | Add +79.0% | 11,740 | $477K |
| Centaurus Financial, Inc. | 0.03% | Add +8.2% | 11,624 | $473K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 11,579 | $471K |
| TKG Advisors, LLC | 0.23% | New | 11,408 | $464K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +9.9% | 11,172 | $454K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 11,000 | $447K |
| Kraft, Davis & Associates, LLC | 0.14% | Reduce -4.0% | 10,988 | $446K |
| Prestige Wealth Management Group LLC | 0.09% | Add +0.7% | 10,634 | $432K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +2.6% | 10,426 | $424K |
| Capstone Wealth Management Group, LLC | 0.24% | Reduce -1.2% | 10,350 | $421K |
| Savant Capital, LLC | 0.00% | Add +5.5% | 10,299 | $419K |
| Catalyst Private Wealth, LLC | 0.20% | No change | 10,000 | $407K |
| Comerica Bank | 0.00% | Reduce -2.5% | 9,833 | $400K |
| Destination Wealth Management | 0.01% | No change | 9,706 | $395K |
| Trilogy Capital Inc. | 0.02% | No change | 9,680 | $393K |
| Richardson Financial Services Inc. | 0.30% | No change | 9,622 | $391K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 8,553 | $348K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 8,341 | $339K |
| Perennial Investment Advisors, LLC | 0.04% | Add +4.0% | 8,284 | $337K |
| Continuum Advisory, LLC | 0.04% | Reduce -27.8% | 8,140 | $331K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +5.8% | 7,915 | $321K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 7,598 | $309K |
| Oppenheimer & Co. Inc. | 0.00% | New | 7,287 | $296K |
| Independent Financial Group, LLC | 0.01% | Add +28.3% | 7,246 | $295K |
| Leslie Global Wealth, LLC | 0.14% | Add +24.7% | 7,077 | $288K |
| Cadence Bank | 0.02% | No change | 6,605 | $268K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.0% | 6,571 | $267K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -1.2% | 6,541 | $266K |
| Canvas Wealth Advisors, LLC | 0.07% | No change | 6,500 | $264K |
| Winch Advisory Services, LLC | 0.07% | Add +0.7% | 6,285 | $256K |
| Fifth Third Securities, Inc. | 0.02% | Add +22.8% | 6,190 | $252K |
| Bank of New York Mellon Corp | 0.00% | New | 6,155 | $250K |
| Redwood Financial Network Corp | 0.18% | Reduce -3.2% | 5,939 | $241K |
| Worth Asset Management, LLC | 0.13% | No change | 5,931 | $241K |
| Collier Financial | 0.20% | Reduce -16.0% | 5,856 | $238K |
| TrueMark Investments, LLC | 0.06% | New | 5,818 | $237K |
| Ameriprise Financial Inc. | 0.00% | No change | 5,709 | $232K |
| Symphony Financial Services, Inc. | 0.14% | New | 5,300 | $218K |
"% 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.