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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

114 hedge funds and large institutions have $435M invested in SPDR SSGA Multi-Asset Real Return ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+16
Holders Change %
+16.33%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
48
Reduced
35
Closed
7
Calls
$133K
Puts
–
Net Calls
+$133K
Net Calls Change
+$20K

Top Buyers

1
NECFA
New England Capital Financial Advisors
Connecticut
+$12.9M
2
LFG
Larson Financial Group
Missouri
+$4.17M
3
FHC
First Heartland Consultants
Missouri
+$3.9M
4
IF
Intrua Financial
Texas
+$3.79M
5
LPL Financial
LPL Financial
California
+$2.12M

Top Sellers

1
EFG
Elios Financial Group
Ohio
-$6.54M
2
XF
XML Financial
Maryland
-$6.44M
3
FWM
Fortress Wealth Management
California
-$6.42M
4
IFO
Independent Family Office
New York
-$3M
5
TPI
Trust Point Inc
Wisconsin
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$4.31M +$83.4K +3,085 +2%
UBS Group
27
UBS Group
Switzerland
$4.01M +$173K +6,407 +5%
FHC
28
First Heartland Consultants
Missouri
$3.9M +$3.9M +144,270 New
AWM
29
Apollon Wealth Management
South Carolina
$2.56M -$234K -8,646 -8%
RIA
30
Regal Investment Advisors
Michigan
$2.17M -$73.2K -2,708 -3%
MWM
31
MBE Wealth Management
Wisconsin
$2.05M -$329K -12,167 -14%
RL
32
Retireful LLC
Michigan
$2.04M +$2.04M +75,473 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.02M +$154K +5,684 +8%
GWM
34
Geneos Wealth Management
Colorado
$1.74M +$75.1K +2,780 +5%
AI
35
Atria Investments
North Carolina
$1.72M +$1.72M +63,613 New
HSA
36
HBK Sorce Advisory
Pennsylvania
$1.7M -$95.8K -3,544 -5%
CAAM
37
Cornerstone Advisors Asset Management
Pennsylvania
$1.44M +$136K +5,046 +10%
IIM
38
Illumine Investment Management
Washington
$1.36M +$1.36M +50,486 New
TPWM
39
Twelve Points Wealth Management
Massachusetts
$1.27M -$1.38K -51 -0.1%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.24M +$35.2K +1,302 +3%
SA
41
Sanctuary Advisors
Indiana
$1.14M +$171K +6,099 +18%
IFO
42
Independent Family Office
New York
$1.14M -$3M -111,049 -72%
HS
43
Horan Securities
United States
$1.08M +$67.8K +2,508 +7%
SC
44
Scotia Capital
Ontario, Canada
$1.05M +$72.8K +2,695 +7%
MTC
45
Matrix Trust Company
Colorado
$917K +$791K +29,287 +628%
RFA
46
Register Financial Advisors
Georgia
$889K +$111K +4,098 +14%
PCS
47
Private Client Services
Kentucky
$875K -$457K -16,911 -34%
ACP
48
Aviance Capital Partners
Florida
$815K -$12.1K -449 -1%
MMA
49
Miracle Mile Advisors
California
$792K +$154K +5,688 +24%
CFP
50
Catalyst Financial Partners
Massachusetts
$784K +$76.7K +2,840 +11%
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