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SPDR SSGA Multi-Asset Real Return ETF
RLY

Overview Fund Activity

98 hedge funds and large institutions have $437M invested in SPDR SSGA Multi-Asset Real Return ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
9
Increased
46
Reduced
35
Closed
12
Calls
$133K
Puts
$20K
Net Calls
+$113K
Net Calls Change
+$105K

Top Buyers

1
XF
XML Financial
Maryland
$7.09M
2
HFS
Hantz Financial Services
Michigan
$57.5M
3
CFD
Creative Financial Designs
Indiana
$4.49M
4
LFG
Larson Financial Group
Missouri
$2.55M
5
Bank of America
Bank of America
North Carolina
$22.2M

Top Sellers

1
MMA
Miracle Mile Advisors
California
$679K
2
CPA
Capital Planning Advisors
California
$0
3
RL
Retireful LLC
Michigan
$0
4
TPI
Trust Point Inc
Wisconsin
$2.82M
5
AWM
Apollon Wealth Management
South Carolina
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$4.08M +$13.9K +482 +0.3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.59M -$7.67K -267 -0.2%
AWM
28
Apollon Wealth Management
South Carolina
$2.97M -$1.27M -44,220 -30%
TPI
29
Trust Point Inc
Wisconsin
$2.82M -$2.35M -81,654 -45%
LFG
30
Larson Financial Group
Missouri
$2.55M +$1.63M +56,769 +177%
MWM
31
MBE Wealth Management
Wisconsin
$2.53M +$70.1K +2,440 +3%
RIA
32
Regal Investment Advisors
Michigan
$2.39M -$122K -4,236 -5%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.25M -$171K -5,936 -7%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.98M -$94.7K -3,295 -5%
HSA
35
HBK Sorce Advisory
Pennsylvania
$1.91M -$235K -8,169 -11%
GWM
36
Geneos Wealth Management
Colorado
$1.78M +$23K +802 +1%
PCS
37
Private Client Services
Kentucky
$1.42M +$225K +7,819 +19%
CAAM
38
Cornerstone Advisors Asset Management
Pennsylvania
$1.39M -$121K -4,196 -8%
TPWM
39
Twelve Points Wealth Management
Massachusetts
$1.36M +$79.6K +2,769 +6%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.28M -$23.4K -814 -2%
IF
41
Intrua Financial
Texas
$1.12M -$826K -28,740 -42%
HS
42
Horan Securities
United States
$1.08M +$71K +2,472 +7%
RJA
43
Raymond James & Associates
Florida
$1.04M -$410K -14,272 -28%
SC
44
Scotia Capital
Ontario, Canada
$1.04M -$13.7K -475 -1%
SA
45
Sanctuary Advisors
Indiana
$996K -$127K -4,404 -11%
AA
46
Auxano Advisors
Washington
$915K -$1.01M -35,173 -52%
ACP
47
Aviance Capital Partners
Florida
$880K +$11.1K +387 +1%
PAG
48
Private Advisor Group
New Jersey
$849K -$185K -6,444 -18%
RFA
49
Register Financial Advisors
Georgia
$828K +$13K +452 +2%
EA
50
Eclectic Associates
California
$817K -$38.6K -1,343 -5%
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