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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 %
EIG
51
Ellenbecker Investment Group
Wisconsin
$787K +$85K +3,042 +12%
Legacy Financial Group (Iowa)
52
Legacy Financial Group (Iowa)
Iowa
$751K +$751K +26,873 New
RFA
53
Register Financial Advisors
Georgia
$723K +$42.9K +1,534 +6%
IF
54
Intrua Financial
Texas
$710K +$710K +25,416 New
MFG
55
Merit Financial Group
Georgia
$695K +$695K +24,688 New
CFD
56
Creative Financial Designs
Indiana
$647K +$59.7K +2,136 +10%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$602K -$128K -4,564 -17%
WWA
58
WCG Wealth Advisors
Nevada
$562K -$52.8K -1,889 -9%
KAS
59
Kestra Advisory Services
Texas
$557K +$175K +6,263 +46%
IA
60
IFG Advisory
Georgia
$515K +$34.9K +1,250 +7%
CFP
61
Catalyst Financial Partners
Massachusetts
$489K +$489K +17,670 New
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$487K +$96.7K +3,461 +25%
Citadel Advisors
63
Citadel Advisors
Florida
$454K -$32.1K -1,150 -7%
FWA
64
FSC Wealth Advisors
New York
$453K +$183K +6,550 +68%
NP
65
NorthRock Partners
Minnesota
$431K -$109K -3,885 -20%
VC
66
Veracity Capital
Georgia
$389K +$22.9K +818 +6%
BTWM
67
Brass Tax Wealth Management
Ohio
$368K +$368K +13,155 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$360K +$129K +4,609 +56%
BOM
69
Bank of Marin
California
$340K -$4.84K -173 -1%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$315K -$132K -4,733 -30%
KWM
71
Keebeck Wealth Management
Illinois
$311K – – –
SFP
72
Shepherd Financial Partners
Massachusetts
$301K +$196 +7 +0.1%
BPFA
73
Barnes Pettey Financial Advisors
Mississippi
$295K -$547K -19,562 -65%
Betterment LLC
74
Betterment LLC
New York
$288K +$68.2K +2,441 +31%
CWM
75
Cornerstone Wealth Management
Missouri
$273K +$13K +466 +5%
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