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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

72 hedge funds and large institutions have $229M invested in SPDR SSGA Multi-Asset Real Return ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+17
Holders Change %
+30.91%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
30
Reduced
14
Closed
6
Calls
$31K
Puts
$8K
Net Calls
+$23K
Net Calls Change
+$19K

Top Buyers

1
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$14.1M
2
UBS Group
UBS Group
Switzerland
+$12.8M
3
VWA
Visionary Wealth Advisors
Illinois
+$8.43M
4
HFS
Hantz Financial Services
Michigan
+$4.63M
5
Morgan Stanley
Morgan Stanley
New York
+$4.2M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$5.67M
2
HighTower Advisors
HighTower Advisors
Illinois
-$551K
3
FFG
Ford Financial Group
California
-$509K
4
CF
Corrigan Financial
Rhode Island
-$480K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
Legacy Financial Group (Iowa)
26
Legacy Financial Group (Iowa)
Iowa
$1.96M +$1.6M +51,941 +446%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$1.87M +$1.87M +59,948 New
HSA
28
HBK Sorce Advisory
Pennsylvania
$1.73M -$3.98K -129 -0.2%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.65M +$1.65M +53,353 New
CIBC World Market
30
CIBC World Market
Ontario, Canada
$1.53M +$250K +8,105 +19%
PWM
31
Perigon Wealth Management
California
$1.49M +$1.49M +48,325 New
EA
32
Eclectic Associates
California
$1.34M -$863 -28 -0.1%
SWA
33
Stratos Wealth Advisors
Ohio
$1.13M +$410K +13,298 +57%
MWM
34
MBE Wealth Management
Wisconsin
$1.09M +$1.09M +35,409 New
SC
35
Scotia Capital
Ontario, Canada
$1.06M +$1.06M +34,511 New
Osaic Holdings
36
Osaic Holdings
Arizona
$1.03M +$383K +12,425 +59%
TF
37
TRH Financial
Iowa
$917K +$370 +12 +0%
HighTower Advisors
38
HighTower Advisors
Illinois
$874K -$551K -17,885 -39%
TPWM
39
Twelve Points Wealth Management
Massachusetts
$845K +$573K +18,585 +211%
State Street
40
State Street
Massachusetts
$809K -$68.2K -2,212 -8%
PPW
41
Parcion Private Wealth
Washington
$806K +$806K +26,147 New
VA
42
Valmark Advisers
Ohio
$774K +$774K +25,093 New
IFAM
43
Institutional & Family Asset Management
Colorado
$740K +$565K +18,343 +323%
IMC Chicago
44
IMC Chicago
Illinois
$739K +$34.5K +1,117 +5%
CFG
45
Citizens Financial Group
Rhode Island
$732K -$88.9K -2,883 -11%
GWM
46
Geneos Wealth Management
Colorado
$657K +$69.5K +2,256 +12%
KWM
47
Keebeck Wealth Management
Illinois
$638K – – –
OWA
48
Outlook Wealth Advisors
Texas
$620K -$7.85K -255 -1%
BCI
49
Brinker Capital Investments
Pennsylvania
$615K +$91K +2,951 +17%
IFO
50
Independent Family Office
New York
$563K +$563K +18,271 New
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