Elmwood Wealth Management, Inc. ULST — SPDR SSgA Ultra Short Term Bond ETF

Ownership history in Elmwood Wealth Management, Inc.  ·  20 quarters on record

AI Ownership Summary

Elmwood Wealth Management, Inc. reported SPDR SSgA Ultra Short Term Bond ETF (ULST) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.75% in 2025 Q1. The latest visible filing shows ULST at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ULST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elmwood Wealth Management, Inc.'s position in SPDR SSgA Ultra Short Term Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ULST was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ULST stock page Elmwood Wealth Management, Inc. fund profile Elmwood Wealth Management, Inc. full holdings
How Elmwood Wealth Management, Inc. held ULST — position size vs. price
% of Fund (quarterly)    ULST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 47,966 -1,249 -2.5% 0.54% $1.9M 2026-04-09 $40.27
2025 Q4 REDUCED — — — 49,215 -967 -1.9% 0.63% $2.0M 2026-01-08 $40.01
2025 Q3 ADDED — — — 50,182 +3,619 +7.8% 0.72% $2.0M 2025-11-06 $39.73
2025 Q2 ADDED — — — 46,563 +1,299 +2.9% 0.75% $1.9M 2025-07-28 $39.18
2025 Q1 ADDED — — — 45,264 +6,077 +15.5% 0.75% $1.8M 2025-04-28 $38.80
2024 Q4 REDUCED 8.1% +1.3% ❌ 39,187 -3,445 -8.1% 0.64% $1.6M 2025-01-13 $38.16
2024 Q3 ADDED — — — 42,632 +2,379 +5.9% 0.72% $1.7M 2024-10-11 $37.86
2024 Q2 ADDED — — — 40,253 +1,956 +5.1% 0.73% $1.6M 2024-08-13 $37.54
2024 Q1 ADDED — — — 38,297 +21,554 +128.7% 0.66% $1.6M 2024-05-13 $36.86
2023 Q4 REDUCED 54.0% +1.1% ❌ 16,743 -19,665 -54.0% 0.47% $676K 2024-01-30 $36.42
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ULST

As of 2026 Q1 — sorted by position size

PTM WEALTH MANAGEMENT, LLC 10.09% ORBA Wealth Advisors, L.L.C. 5.93% Elevation Capital Advisory, LLC 3Y 3.08% David Kennon Inc 3Y 1.56% Avestar Capital, LLC 3Y 7Y 1.53% Norris Financial Group, LLC 1.41% Cannon Wealth Management Services, LLC 1.36% Stablepoint Partners, LLC 1.3% Barnes Wealth Management Group, Inc 1.02% BIP Wealth, LLC 0.97%

FAQ About Elmwood Wealth Management, Inc. and ULST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elmwood Wealth Management, Inc. reported owning ULST?

Elmwood Wealth Management, Inc. reported ULST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ULST position in Elmwood Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for ULST was 0.75% in 2025 Q1.

What is the latest reported ULST position on this page?

The most recent filing on this page is 2026 Q1, when Elmwood Wealth Management, Inc. reported 47,966 shares, equal to 0.54% of portfolio, with an estimated market value of $1.9M.

What does the chart on this ULST ownership page compare?

The chart compares Elmwood Wealth Management, Inc.'s quarterly ULST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Elmwood Wealth Management, Inc. time their ULST position?

Based on 13F filing dates vs. subsequent ULST price moves, Elmwood Wealth Management, Inc. correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on ULST relative to SPY over the holding period was -7.9%.

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