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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

101 hedge funds and large institutions have $443M invested in SPDR SSGA Multi-Asset Real Return ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-7
Holders Change %
-6.48%
% of All Funds
1.62%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
10
Increased
51
Reduced
33
Closed
15
Calls
$1.13M
Puts
$331K
Net Calls
+$802K
Net Calls Change
+$72.9M

Top Buyers

1
CPA
Capital Planning Advisors
California
$15.1M
2
LL
LWMG LLC
Minnesota
$9.99M
3
HFS
Hantz Financial Services
Michigan
$29.3M
4
AA
Auxano Advisors
Washington
$2.6M
5
HighTower Advisors
HighTower Advisors
Illinois
$16M

Top Sellers

1
CG
Colony Group
Massachusetts
$10.3M
2
Bank of America
Bank of America
North Carolina
$22.4M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$267K
4
BS
Banco Santander
Spain
$4.35M
5
Morgan Stanley
Morgan Stanley
New York
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$4.37M +$891K +32,380 +26%
BS
27
Banco Santander
Spain
$4.35M -$6.38M -231,500 -59%
IFO
28
Independent Family Office
New York
$4.26M +$172K +6,245 +4%
CWG
29
Cornerstone Wealth Group
North Carolina
$4M +$711K +25,797 +22%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$3.98M +$44K +1,565 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.83M -$324K -11,754 -8%
HSA
32
HBK Sorce Advisory
Pennsylvania
$3.35M -$4.71M -170,742 -58%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.06M -$3.38M -122,449 -52%
AA
34
Auxano Advisors
Washington
$2.6M +$2.6M +94,414 New
MWM
35
Moran Wealth Management
Florida
$2.5M +$16.8K +609 +0.7%
RJA
36
Raymond James & Associates
Florida
$2.45M -$115K -4,177 -4%
EH
37
Equitable Holdings
New York
$2.45M +$344K +12,465 +16%
CAAM
38
Cornerstone Advisors Asset Management
Pennsylvania
$2.37M +$68.2K +2,474 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.27M +$427K +15,478 +23%
RIA
40
Regal Investment Advisors
Michigan
$2.24M -$316K -11,457 -12%
MWM
41
MBE Wealth Management
Wisconsin
$2.07M +$411K +14,913 +25%
SWA
42
Stratos Wealth Advisors
Ohio
$1.94M +$117K +4,240 +6%
RL
43
Retireful LLC
Michigan
$1.61M +$1.61M +58,250 New
AWS
44
Atria Wealth Solutions
New York
$1.58M +$826K +29,942 +110%
LAS
45
LWM Advisory Services
Florida
$1.53M -$4.43M -160,513 -74%
QA
46
Quantitative Advantage
Minnesota
$1.2M +$201K +7,280 +20%
TPWM
47
Twelve Points Wealth Management
Massachusetts
$1.15M +$161K +5,854 +16%
GWM
48
Geneos Wealth Management
Colorado
$1.14M +$184K +6,669 +19%
SC
49
Scotia Capital
Ontario, Canada
$1.12M +$9.65K +350 +0.9%
EA
50
Eclectic Associates
California
$967K -$35.1K -1,271 -3%
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