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State Street Multi-Asset Real Return ETF

127 hedge funds and large institutions have $576M invested in State Street Multi-Asset Real Return ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$169K
Puts
$186K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$58.4M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.9M
DADC
3
D.A. Davidson & Co
Montana
$46.9M
TFA
4
Tobias Financial Advisors
Florida
$32.8M
Morgan Stanley
5
Morgan Stanley
New York
$30.1M
Bank of America
6
Bank of America
North Carolina
$26.1M
CAL
7
Capital Analysts LLC
Pennsylvania
$22.2M
HighTower Advisors
8
HighTower Advisors
Illinois
$20.4M
WETS
9
Wealth Enhancement Trust Services
South Dakota
$18.8M
NECFA
10
New England Capital Financial Advisors
Connecticut
$15.5M
LPL Financial
11
LPL Financial
California
$13.9M
TC
12
Trilogy Capital
California
$12.9M
Raymond James Financial
13
Raymond James Financial
Florida
$12.7M
CPA
14
Capital Performance Advisors
California
$11.6M
EIA
15
Eldridge Investment Advisors
New Hampshire
$11.5M
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$10.6M
FFP
17
Freedom Financial Partners
Minnesota
$10.3M
SC
18
Savant Capital
Illinois
$9.76M
SAM
19
Smartleaf Asset Management
Massachusetts
$9.76M
FHC
20
First Heartland Consultants
Missouri
$9.6M
HG
21
Harbor Group
New Hampshire
$9.24M
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$8.95M
CRC
23
Curi RMB Capital
Illinois
$8.88M
TFG
24
Tilson Financial Group
New Jersey
$8.75M
RBWA
25
RFG - Bristol Wealth Advisors
Massachusetts
$7.63M