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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

95 hedge funds and large institutions have $412M invested in SPDR SSGA Multi-Asset Real Return ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
10
Increased
45
Reduced
33
Closed
12
Calls
$46K
Puts
$12K
Net Calls
+$34K
Net Calls Change
-$20K

Top Buyers

1
HFS
Hantz Financial Services
Michigan
$36.8M
2
AA
Auxano Advisors
Washington
$4.71M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.28M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.67M
5
HighTower Advisors
HighTower Advisors
Illinois
$18.1M

Top Sellers

1
NECFA
New England Capital Financial Advisors
Connecticut
$31.4K
2
AC
Avestar Capital
New York
$5.23M
3
Bank of America
Bank of America
North Carolina
$21.4M
4
PAG
Private Advisor Group
New Jersey
$1.9M
5
RJA
Raymond James & Associates
Florida
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$4.47M +$80.5K +2,986 +2%
CWG
27
Cornerstone Wealth Group
North Carolina
$4.1M +$9.14K +339 +0.2%
IFO
28
Independent Family Office
New York
$4.06M -$76.2K -2,825 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.12M +$132K +4,905 +4%
HSA
30
HBK Sorce Advisory
Pennsylvania
$2.46M -$1.05M -39,106 -30%
CAAM
31
Cornerstone Advisors Asset Management
Pennsylvania
$2.36M -$18.9K -701 -0.8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.28M +$1.88M +69,593 +471%
MWM
33
MBE Wealth Management
Wisconsin
$2.19M -$203K -7,514 -8%
RIA
34
Regal Investment Advisors
Michigan
$2.16M +$37.2K +1,379 +2%
PAG
35
Private Advisor Group
New Jersey
$1.9M -$1.63M -60,635 -46%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.67M +$1.67M +61,992 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.53M +$158K +5,843 +11%
GWM
38
Geneos Wealth Management
Colorado
$1.38M +$1.56K +58 +0.1%
SC
39
Scotia Capital
Ontario, Canada
$1.21M +$2.7K +100 +0.2%
RJA
40
Raymond James & Associates
Florida
$1.2M -$1.32M -49,091 -52%
TPWM
41
Twelve Points Wealth Management
Massachusetts
$1.11M +$96.1K +3,566 +9%
WWA
42
WCG Wealth Advisors
Nevada
$968K +$318K +11,780 +49%
BPFA
43
Barnes Pettey Financial Advisors
Mississippi
$804K +$36.9K +1,369 +5%
EA
44
Eclectic Associates
California
$760K -$187K -6,939 -20%
Legacy Financial Group (Iowa)
45
Legacy Financial Group (Iowa)
Iowa
$743K -$7.25K -269 -1%
IFAM
46
Institutional & Family Asset Management
Colorado
$737K +$5.8K +215 +0.8%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$692K -$188K -6,968 -21%
RFA
48
Register Financial Advisors
Georgia
$628K +$26.3K +974 +4%
State Street
49
State Street
Massachusetts
$618K – – –
CFD
50
Creative Financial Designs
Indiana
$592K +$5.15K +191 +0.9%
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