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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

98 hedge funds and large institutions have $420M invested in SPDR SSGA Multi-Asset Real Return ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.55%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
16
Increased
47
Reduced
31
Closed
18
Calls
$66K
Puts
$12K
Net Calls
+$54K
Net Calls Change
-$748K

Top Buyers

1
CWM
Curi Wealth Management
North Carolina
$6.72M
2
HFS
Hantz Financial Services
Michigan
$32.5M
3
MMA
Miracle Mile Advisors
California
$52.9M
4
AWM
Apollon Wealth Management
South Carolina
$10.5M
5
Bank of America
Bank of America
North Carolina
$24.1M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$3.49M
2
BS
Banco Santander
Spain
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$234K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$869K
5
Morgan Stanley
Morgan Stanley
New York
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$643K +$1.94K +73 +0.3%
WWA
52
WCG Wealth Advisors
Nevada
$642K -$8.97K -337 -1%
State Street
53
State Street
Massachusetts
$610K +$33.8K +1,270 +6%
RFA
54
Register Financial Advisors
Georgia
$594K +$40.7K +1,529 +7%
CFD
55
Creative Financial Designs
Indiana
$580K +$83.8K +3,147 +17%
KWM
56
Keebeck Wealth Management
Illinois
$551K – – –
EIG
57
Ellenbecker Investment Group
Wisconsin
$535K +$35.9K +1,351 +7%
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$422K -$64.4K -2,420 -13%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$421K -$1.77M -66,620 -81%
IA
60
IFG Advisory
Georgia
$402K +$4.18K +157 +1%
FHA
61
Flagship Harbor Advisors
Massachusetts
$400K +$36.5K +1,372 +10%
VC
62
Veracity Capital
Georgia
$396K +$39.3K +1,474 +11%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$394K +$181K +6,798 +85%
Corient Private Wealth
64
Corient Private Wealth
Florida
$394K -$337K -12,672 -46%
BOM
65
Bank of Marin
California
$332K -$1.47K -55 -0.4%
KFGK
66
Keystone Financial Group (Kentucky)
Kentucky
$327K +$327K +12,269 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$325K -$485K -18,253 -60%
IWM
68
IHT Wealth Management
Illinois
$298K +$1.15K +43 +0.4%
SFP
69
Shepherd Financial Partners
Massachusetts
$276K +$276K +10,370 New
BCI
70
Brinker Capital Investments
Pennsylvania
$275K -$221K -8,284 -44%
OPS
71
Orion Portfolio Solutions
Nebraska
$275K -$221K -8,284 -44%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$234K -$3.64M -133,011 -94%
PPW
73
Pasadena Private Wealth
California
$230K +$11.1K +415 +5%
CA
74
Cetera Advisors
Colorado
$220K +$220K +8,278 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$214K +$6.87K +258 +3%
1 2
3
4 5