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SPDR SSGA Multi-Asset Real Return ETF
RLY

Overview Fund Activity

90 hedge funds and large institutions have $409M invested in SPDR SSGA Multi-Asset Real Return ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
10
Increased
42
Reduced
30
Closed
14
Calls
$46K
Puts
$12K
Net Calls
+$34K
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.2M
2
AWM
Apollon Wealth Management
South Carolina
+$5.62M
3
RL
Retireful LLC
Michigan
+$3.55M
4
LPL Financial
LPL Financial
California
+$3.4M
5
HG
Harbor Group
New Hampshire
+$1.66M

Top Sellers

1
MMA
Miracle Mile Advisors
California
-$24.2M
2
UBS Group
UBS Group
Switzerland
-$15.2M
3
LL
LWMG LLC
Minnesota
-$10.6M
4
AC
Avestar Capital
New York
-$5.23M
5
Wells Fargo
Wells Fargo
California
-$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$3.91M -$15.2M -556,923 -80%
RL
27
Retireful LLC
Michigan
$3.55M +$3.55M +130,485 New
IFO
28
Independent Family Office
New York
$3.35M -$746K -27,400 -18%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.96M -$187K -6,877 -6%
HSA
30
HBK Sorce Advisory
Pennsylvania
$2.82M +$333K +12,228 +13%
RIA
31
Regal Investment Advisors
Michigan
$2.23M +$51.2K +1,882 +2%
MWM
32
MBE Wealth Management
Wisconsin
$2.17M -$38.8K -1,425 -2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.11M +$424K +15,566 +25%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.71M +$159K +5,839 +10%
PAG
35
Private Advisor Group
New Jersey
$1.46M -$456K -16,768 -24%
GWM
36
Geneos Wealth Management
Colorado
$1.42M +$20.5K +752 +1%
SC
37
Scotia Capital
Ontario, Canada
$1.19M -$33.3K -1,225 -3%
TPWM
38
Twelve Points Wealth Management
Massachusetts
$1.17M +$51.3K +1,884 +5%
AF
39
Apollon Financial
South Carolina
$1.1M +$1.1M +40,247 New
EA
40
Eclectic Associates
California
$1.04M +$275K +10,118 +36%
RJA
41
Raymond James & Associates
Florida
$1.01M -$209K -7,680 -17%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$960K +$261K +9,576 +37%
ACP
43
Aviance Capital Partners
Florida
$822K +$822K +30,185 New
BPFA
44
Barnes Pettey Financial Advisors
Mississippi
$819K +$7.87K +289 +1%
IFAM
45
Institutional & Family Asset Management
Colorado
$754K +$9.12K +335 +1%
PCS
46
Private Client Services
Kentucky
$737K +$737K +27,081 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$711K +$147K +5,392 +26%
EIG
48
Ellenbecker Investment Group
Wisconsin
$683K +$100K +3,681 +17%
RFA
49
Register Financial Advisors
Georgia
$662K +$28.2K +1,036 +4%
HS
50
Horan Securities
United States
$642K +$75.6K +2,778 +13%
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