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SPDR SSGA Multi-Asset Real Return ETF

108 hedge funds and large institutions have $496M invested in SPDR SSGA Multi-Asset Real Return ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+20
Holders Change %
+22.73%
% of All Funds
1.74%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.11%
New
30
Increased
57
Reduced
13
Closed
9
Calls
$245K
Puts
$72.4M
Net Calls
-$72.1M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$953K +$69.3K +2,516 +8%
GSIAS
52
Garden State Investment Advisory Services
New Jersey
$935K +$935K +33,933 New
Legacy Financial Group (Iowa)
53
Legacy Financial Group (Iowa)
Iowa
$917K -$87.1K -3,164 -9%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$901K +$202K +7,337 +29%
CPA
55
Capital Planning Advisors
California
$849K +$29.5K +1,071 +4%
BRWA
56
B. Riley Wealth Advisors
Florida
$820K +$7.19K +261 +0.9%
AWS
57
Atria Wealth Solutions
New York
$750K +$750K +27,250 New
BPFA
58
Barnes Pettey Financial Advisors
Mississippi
$714K +$714K +25,922 New
IFAM
59
Institutional & Family Asset Management
Colorado
$711K -$5.21K -189 -0.7%
GVAG
60
Great Valley Advisor Group
Delaware
$697K +$697K +25,295 New
WWA
61
WCG Wealth Advisors
Nevada
$665K +$57.4K +2,085 +9%
AW
62
Atlas Wealth
Ohio
$647K +$647K +23,484 New
VC
63
Veracity Capital
Georgia
$639K +$199K +7,213 +45%
VA
64
Valmark Advisers
Ohio
$625K +$83 +3 +0%
HS
65
Horan Securities
United States
$619K +$384K +13,955 +163%
State Street
66
State Street
Massachusetts
$588K -$55.2K -2,003 -9%
KWM
67
Keebeck Wealth Management
Illinois
$570K
RFA
68
Register Financial Advisors
Georgia
$533K +$533K +19,366 New
OWA
69
Outlook Wealth Advisors
Texas
$506K -$5.15K -187 -1%
JFGIW
70
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$503K +$8.35K +303 +2%
CFD
71
Creative Financial Designs
Indiana
$452K +$452K +16,427 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$436K +$436K +15,839 New
JWCA
73
J.W. Cole Advisors
Florida
$413K +$28.6K +1,037 +7%
OPS
74
Orion Portfolio Solutions
Nebraska
$393K +$47.2K +1,714 +14%
IA
75
IFG Advisory
Georgia
$372K +$21.4K +778 +6%