RLY icon

SPDR SSGA Multi-Asset Real Return ETF
RLY

Overview Fund Activity

98 hedge funds and large institutions have $420M invested in SPDR SSGA Multi-Asset Real Return ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.55%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
16
Increased
47
Reduced
31
Closed
18
Calls
$66K
Puts
$12K
Net Calls
+$54K
Net Calls Change
-$748K

Top Buyers

1
CWM
Curi Wealth Management
North Carolina
$6.72M
2
HFS
Hantz Financial Services
Michigan
$32.5M
3
MMA
Miracle Mile Advisors
California
$52.9M
4
AWM
Apollon Wealth Management
South Carolina
$10.5M
5
Bank of America
Bank of America
North Carolina
$24.1M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$3.49M
2
BS
Banco Santander
Spain
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$234K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$869K
5
Morgan Stanley
Morgan Stanley
New York
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$4.34M -$73.2K -2,749 -2%
IFO
27
Independent Family Office
New York
$4.08M -$29.7K -1,115 -0.7%
CWG
28
Cornerstone Wealth Group
North Carolina
$4.04M +$182K +6,822 +5%
PAG
29
Private Advisor Group
New Jersey
$3.49M -$4.8M -180,127 -58%
HSA
30
HBK Sorce Advisory
Pennsylvania
$3.48M +$244K +9,172 +8%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.95M -$8.15K -306 -0.3%
AA
32
Auxano Advisors
Washington
$2.6M – – –
RJA
33
Raymond James & Associates
Florida
$2.5M +$134K +5,040 +6%
MWM
34
MBE Wealth Management
Wisconsin
$2.37M +$364K +13,669 +18%
CAAM
35
Cornerstone Advisors Asset Management
Pennsylvania
$2.35M +$52.6K +1,975 +2%
RIA
36
Regal Investment Advisors
Michigan
$2.1M -$63.8K -2,397 -3%
GWM
37
Geneos Wealth Management
Colorado
$1.37M +$266K +10,001 +24%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$1.36M +$1.36M +50,970 New
SC
39
Scotia Capital
Ontario, Canada
$1.2M +$120K +4,500 +11%
TPWM
40
Twelve Points Wealth Management
Massachusetts
$1M -$106K -3,980 -10%
EA
41
Eclectic Associates
California
$935K +$1.12K +42 +0.1%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$869K -$2.83M -106,186 -76%
BPFA
43
Barnes Pettey Financial Advisors
Mississippi
$757K +$34.4K +1,290 +5%
Legacy Financial Group (Iowa)
44
Legacy Financial Group (Iowa)
Iowa
$741K -$40.7K -1,527 -5%
IFAM
45
Institutional & Family Asset Management
Colorado
$723K +$772 +29 +0.1%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$712K +$138K +5,195 +24%
EH
47
Equitable Holdings
New York
$695K -$1.67M -62,630 -71%
PIWA
48
Prevail Innovative Wealth Advisors
Kansas
$680K +$680K +25,547 New
HS
49
Horan Securities
United States
$666K +$57.3K +2,150 +9%
VF
50
VitalStone Financial
Texas
$661K +$661K +24,190 New
1
2
3 4 5