Who Owns State Street Ultra Short Term Bond ETF (ULST)?Hedge Fund & Institutional Holders

$40.45+0.03 (+0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$40.24$40.38$40.51$40.65$40.78Sep 24Jun 25Mar 26

ULST — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PTM WEALTH MANAGEMENT, LLCNew Position+702K+$28.5B
CITADEL ADVISORS LLCNew Position+325K+$13.0B
BANK OF AMERICA CORP /DE/Increased+59K+$9.0B
ORBA Wealth Advisors, L.L.C.New Position+182K+$7.4B
WT Wealth ManagementNew Position+97K+$3.9B
BridgePort Financial Solutions, LLCNew Position+79K+$3.2B
Elmwood Wealth Management, Inc.New Position+49K+$2.0B
Global View Capital Management LLCNew Position+45K+$1.8B
Authentikos Wealth Advisory, LLCNew Position+40K+$1.6B
Valmark Advisers, Inc.New Position+27K+$1.1B
Crews Bank & TrustNew Position+22K+$883.0M
NAPLES GLOBAL ADVISORS, LLCNew Position+21K+$844.0M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+17K+$698.0M
UBS Group AGIncreased+16K+$627.4M
Tower Research Capital LLC (TRC)Increased+17K+$625.1M

ULST — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-537K-$75.7B
IEQ CAPITAL, LLCDecreased-42K-$9.6B
AQR CAPITAL MANAGEMENT LLCDecreased-77K-$4.0B
David Kennon IncDecreased-96K-$3.9B
Avestar Capital, LLCDecreased-44K-$2.1B
Barnes Wealth Management Group, IncClosed Position-49K-$2.0B
OSAIC HOLDINGS, INC.Decreased-5K-$1.5B
Equitable Holdings, Inc.Decreased-1K-$1.0B
ROYAL BANK OF CANADADecreased-10K-$941.0M
NewEdge Advisors, LLCDecreased-8K-$642.3M
GOLDMAN SACHS GROUP INCDecreased-733-$582.4M
Eldridge Investment Advisors, Inc.Closed Position-14K-$569.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-13K-$511.2M
STIFEL FINANCIAL CORPDecreased-1K-$506.9M
HARBOUR INVESTMENTS, INC.Decreased-4K-$417.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PTM WEALTH MANAGEMENT, LLC702,470$28.5B16.06%Share
2Avestar Capital, LLC623,302$25.0B1.62%Share
3AQR CAPITAL MANAGEMENT LLC414,778$16.0B0.01%Share
4CITADEL ADVISORS LLC324,768$13.0B0.00%Share
5RAYMOND JAMES FINANCIAL INC238,116$9.0B0.00%Share
6ORBA Wealth Advisors, L.L.C.182,305$7.4B6.41%Share
7BANK OF AMERICA CORP /DE/160,584$6.0B0.00%Share
8VERUS CAPITAL PARTNERS, LLC128,144$5.0B0.31%Share
9David Kennon Inc105,601$4.3B1.52%Share
10WT Wealth Management96,978$3.9B1.13%Share
11BridgePort Financial Solutions, LLC78,829$3.2B0.86%Share
12UBS Group AG78,537$3.2B0.00%Share
13ROYAL BANK OF CANADA62,627$2.0B0.00%Share
14BANK OF AMERICA CORP /DE/70,068$2.0B0.00%Share
15Elmwood Wealth Management, Inc.49,215$2.0B0.63%Share
16Global View Capital Management LLC44,590$1.8B0.34%Share
17Authentikos Wealth Advisory, LLC39,535$1.6B1.06%Share
18Cannon Wealth Management Services, LLC35,143$1.4B1.00%Share
19CGN Advisors LLC28,376$1.1B0.09%Share
20Ameliora Wealth Management Ltd.27,767$1.1B0.34%Share
21Valmark Advisers, Inc.26,698$1.1B0.01%Share
22FIDUCIARY TRUST CO28,840$1.0B0.01%Share
23BANK OF AMERICA CORP /DE/30,000$1.0B0.00%Share
24Tower Research Capital LLC (TRC)26,015$1.0B0.02%Share
25OSAIC HOLDINGS, INC.32,804$1.0B0.00%Share
26Crews Bank & Trust21,810$883.0M0.13%Share
27NAPLES GLOBAL ADVISORS, LLC20,850$844.0M0.06%Share
28SALEM INVESTMENT COUNSELORS INC19,646$795.0M0.02%Share
29Stratos Wealth Partners, LTD.17,900$725.0M0.01%Share
30KINGSWOOD WEALTH ADVISORS, LLC17,248$698.0M0.03%Share
31Wealthcare Advisory Partners LLC16,874$683.0M0.01%Share
32OPPENHEIMER & CO INC14,925$604.0M0.01%Share
33G&S Capital LLC14,850$601.0M0.21%Share
34Golden State Wealth Management, LLC14,214$575.0M0.06%Share
35Perennial Investment Advisors, LLC13,936$564.0M0.04%Share
36TKG Advisors, LLC12,286$497.0M0.20%Share
37GatePass Capital, LLC12,000$486.0M0.25%Share
38Penobscot Investment Management Company, Inc.11,700$473.0M0.04%Share
39Prestige Wealth Management Group LLC11,036$447.0M0.09%Share
40CAPSTONE WEALTH MANAGEMENT GROUP, LLC10,083$408.0M0.17%Share
41CATALYST PRIVATE WEALTH, LLC10,000$405.0M0.18%Share
42Destination Wealth Management9,785$396.0M0.01%Share
43Trilogy Capital Inc.9,680$392.0M0.02%Share
44Kraft, Davis & Associates, LLC8,649$350.0M0.08%Share
45Gradient Investments LLC7,952$322.0M0.01%Share
46COMERICA BANK7,498$303.0M0.00%Share
47Worth Asset Management, LLC5,931$240.0M0.10%Share
48Winch Advisory Services, LLC5,910$239.0M0.05%Share
49CWM, LLC3,802,612$154.0M0.42%Share
50PRIVATE TRUST CO NA3,629$146.0M0.01%Share

ULST Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025105$155.3B+38
Q3 202567$187.5B-36
Q2 2025103$315.4B-14
Q1 2025117$351.1B+21
Q4 202496$247.8B+28
Q3 202468$81.7T-12
Q2 202480$44.9T+12
Q1 202468$478.7T—

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As of Q4 2025, 50 institutional investors hold ULST (State Street Ultra Short Term Bond ETF). The largest holder is PTM WEALTH MANAGEMENT, LLC with $28.5B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ULST?

As of Q4 2025, 50 institutional investors report holding ULST (State Street Ultra Short Term Bond ETF) in their 13F filings.

Who is the largest institutional holder of ULST?

The largest institutional holder of ULST is PTM WEALTH MANAGEMENT, LLC with $28.5B in shares.

Is institutional ownership of ULST increasing or decreasing?

This quarter, 12 institutions opened new positions in ULST and 3 closed their positions.