Who Owns SPDR SSgA Ultra Short Term Bond ETF (ULST)? -- Institutional Holders (2026-06-30)

124 institutions reported holding $302.0M of SPDR SSgA Ultra Short Term Bond ETF (ULST) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($56.0M), MORGAN STANLEY ($31.0M), BIP Wealth, LLC ($26.9M), Avestar Capital, LLC ($25.4M), PTM WEALTH MANAGEMENT, LLC ($20.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$56.0M	1.4M	Added
2	MORGAN STANLEY	$31.0M	767,227	Added
3	BIP Wealth, LLC	$26.9M	665,102	Added
4	Avestar Capital, LLC	$25.4M	628,720	Added
5	PTM WEALTH MANAGEMENT, LLC	$20.8M	515,263	Added
6	AQR CAPITAL MANAGEMENT LLC	$14.5M	357,933	Trimmed
7	RAYMOND JAMES FINANCIAL INC	$11.0M	273,073	Trimmed
8	BANK OF AMERICA CORP /DE/	$11.0M	272,455	Trimmed
9	Stablepoint Partners, LLC	$8.9M	220,840	Added
10	ORBA Wealth Advisors, L.L.C.	$6.4M	158,037	Added
11	Norris Financial Group, LLC	$5.0M	123,113	Added
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.8M	119,635	Trimmed
13	David Kennon Inc	$4.3M	106,107	Trimmed
14	Kraft, Davis & Associates, LLC	$4.2M	104,871	New
15	WT Wealth Management	$3.2M	79,331	Added
16	UBS Group AG	$3.0M	73,963	Trimmed
17	VERUS CAPITAL PARTNERS, LLC	$2.9M	72,332	Added
18	BridgePort Financial Solutions, LLC	$2.8M	68,829	Trimmed
19	Royal Bank of Canada	$2.4M	59,350	Trimmed
20	Focus Partners Wealth	$2.3M	56,596	Added
21	Cannon Wealth Management Services, LLC	$2.2M	53,709	Added
22	Elmwood Wealth Management, Inc.	$2.0M	49,849	Added
23	OSAIC HOLDINGS, INC.	$2.0M	48,492	Trimmed
24	Barnes Wealth Management Group, Inc	$1.9M	47,687	Trimmed
25	Global View Capital Management LLC	$1.9M	45,931	Added

Source: SEC Form 13F filings · as of 2026-06-30