Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SSGA ACTIVE ETF TR (ULST)

103 + Investors. Track Smart Money conviction in ULST. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — ULST

Based on 103 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ULST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
103 funds currently hold this stock — 93% of the 3.0-year high of 111 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ULST is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

51 buying45 selling
Last quarter: 51 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 11 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 27% medium ■ 12% new
63 out of 103 hedge funds have held ULST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

19 → 20 → 11 → 14 → 12 new funds/Q
New funds entering each quarter: 20 → 11 → 14 → 12. ULST is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 15% 1-2yr ■ 24% new
Of 103 current holders: 63 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
12 of 103 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ULST

How many hedge funds hold ULST — quarterly history vs. share price
Quarterly hedge fund ownership of ULST vs. share price

Market Analysis: ULST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ULST

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: ULST
2026 Q1 Stats Unlock in 14 days 103 + Investors

Track Smart Money conviction in ULST. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 103 101 1.98%
13F Shares 11M 11M -1.43%
Total Value $452M $461M -1.93%
New Positions 12 14 -2
Increased Positions 39 37 +2
Closed Positions 10 20 -10
Reduced Positions 35 35 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ULST

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

103 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ULST. Verified SEC 13F-HR filings.

Top 25 institutional holders of ULST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PTM WEALTH MANAGEMENT, LLC 10.09% 471,521 $19.0M
2 ORBA Wealth Advisors, L.L.C. 5.93% 122,868 $5.0M
3 David Kennon Inc 1.56% 107,590 $4.4M
4 Cannon Wealth Management Services, LLC 1.36% 49,772 $2.0M
5 Stablepoint Partners, LLC 1.30% 215,734 $8.7M
6 BIP Wealth, LLC 0.97% 588,178 $23.8M
7 BridgePort Financial Solutions, LLC 0.88% 76,329 $3.1M
8 WT Wealth Management 0.86% 71,549 $2.9M
9 OakTrust Wealth Advisors, LLC 0.61% 16,620 $673K
10 Elmwood Wealth Management, Inc. 0.54% 47,966 $1.9M
11 Global View Capital Management LLC 0.48% 44,789 $1.8M
12 G&S Capital LLC 0.44% 31,189 $1.3M
13 TKG Advisors, LLC 0.44% 26,415 $1.1M
14 Ameliora Wealth Management Ltd. 0.36% 27,767 $1.1M
15 Wisconsin Wealth Advisors, LLC 0.29% 7,199 $292K
16 RICHARDSON FINANCIAL SERVICES INC. 0.24% 9,622 $390K
17 CATALYST PRIVATE WEALTH, LLC 0.22% 10,000 $405K
18 LANE BROTHERS & CO INC 0.17% 5,754 $233K
19 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 0.16% 9,647 $391K
20 CGN Advisors LLC 0.10% 31,159 $1.3M
21 Worth Asset Management, LLC 0.09% 5,931 $240K
22 NAPLES GLOBAL ADVISORS, LLC 0.06% 20,850 $844K
23 Winch Advisory Services, LLC 0.05% 5,949 $241K
24 Golden State Wealth Management, LLC 0.05% 10,780 $437K
25 FIFTH THIRD SECURITIES, INC. 0.04% 15,569 $631K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SSGA ACTIVE ETF TR (ULST)

What does the Smart Money Trend signal show for ULST?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ULST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ULST?

Slight buying edge — 53% buying: Last quarter: 51 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ULST holders?

Strong quality — 25% AUM from major funds: 12 of 103 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ULST?

61% of holders stayed for 2+ years: 63 out of 103 hedge funds have held ULST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.