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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

99 hedge funds and large institutions have $460M invested in SPDR SSGA Multi-Asset Real Return ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
35
Reduced
37
Closed
9
Calls
$109K
Puts
–
Net Calls
+$109K
Net Calls Change
+$75K

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
$29.2M
2
FIBT
First International Bank & Trust
North Dakota
$22.8M
3
HFS
Hantz Financial Services
Michigan
$53.4M
4
CF
Corrigan Financial
Rhode Island
$23.5M
5
TC
Trilogy Capital
California
$10.6M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.87M
2
Morgan Stanley
Morgan Stanley
New York
$11.3M
3
HighTower Advisors
HighTower Advisors
Illinois
$11.5M
4
AF
Advisornet Financial
Minnesota
$0
5
LPL Financial
LPL Financial
California
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPI
26
Trust Point Inc
Wisconsin
$4.09M -$2.48M -88,903 -38%
UBS Group
27
UBS Group
Switzerland
$3.95M -$58.8K -2,102 -1%
IFO
28
Independent Family Office
New York
$3.46M +$17.2K +615 +0.5%
DC
29
DeDora Capital
California
$3.43M -$974K -34,843 -22%
RL
30
Retireful LLC
Michigan
$3.3M -$352K -12,584 -10%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.63M -$408K -14,600 -13%
RIA
32
Regal Investment Advisors
Michigan
$2.49M +$194K +6,946 +8%
MWM
33
MBE Wealth Management
Wisconsin
$2.32M +$83.1K +2,973 +4%
HSA
34
HBK Sorce Advisory
Pennsylvania
$2.28M -$618K -22,119 -21%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$2.04M -$129K -4,631 -6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.63M +$640K +22,890 +65%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.62M -$131K -4,670 -7%
GWM
38
Geneos Wealth Management
Colorado
$1.62M +$161K +5,744 +11%
TPWM
39
Twelve Points Wealth Management
Massachusetts
$1.26M +$53.8K +1,925 +4%
AF
40
Apollon Financial
South Carolina
$1.21M +$85.6K +3,063 +8%
PAG
41
Private Advisor Group
New Jersey
$1.13M -$366K -13,098 -24%
PCS
42
Private Client Services
Kentucky
$1.1M +$346K +12,363 +46%
SC
43
Scotia Capital
Ontario, Canada
$1.09M -$131K -4,685 -11%
CAAM
44
Cornerstone Advisors Asset Management
Pennsylvania
$1.07M +$452K +16,180 +73%
RJA
45
Raymond James & Associates
Florida
$1.05M +$19.7K +705 +2%
HS
46
Horan Securities
United States
$870K +$211K +7,544 +32%
P
47
&Partners
Tennessee
$849K +$849K +30,361 New
EA
48
Eclectic Associates
California
$845K -$225K -8,053 -21%
IFAM
49
Institutional & Family Asset Management
Colorado
$823K +$48.9K +1,751 +6%
ACP
50
Aviance Capital Partners
Florida
$794K -$49.4K -1,768 -6%
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