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State Street Multi-Asset Real Return ETF

121 hedge funds and large institutions have $531M invested in State Street Multi-Asset Real Return ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
76
Pasadena Private Wealth
California
$439K
CNBOF
77
City National Bank of Florida
Florida
$402K
SW
78
Simplicity Wealth
New Jersey
$402K
CAS
79
Coppell Advisory Solutions
Texas
$395K
Stifel Financial
80
Stifel Financial
Missouri
$378K
MMA
81
Miracle Mile Advisors
California
$373K
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$362K
FWA
83
FSC Wealth Advisors
New York
$345K
DTC
84
Davidson Trust Company
Washington
$317K
VWA
85
Visionary Wealth Advisors
Illinois
$308K
PJSIMP
86
P.J. Schmidt Investment Management (PJS)
Wisconsin
$306K
BTWM
87
Brass Tax Wealth Management
Ohio
$291K
HSA
88
HBK Sorce Advisory
Pennsylvania
$290K
SFP
89
Shepherd Financial Partners
Massachusetts
$286K
LKBC
90
L.K. Benson & Company
Maryland
$275K
LSIA
91
LaSalle St. Investment Advisors
Illinois
$271K
FA
92
Fermata Advisors
California
$268K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$262K
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$259K
CWG
95
Cornerstone Wealth Group
North Carolina
$238K
AA
96
Auxano Advisors
Washington
$209K
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$185K
GRP
98
Global Retirement Partners
California
$154K
AAS
99
Ameritas Advisory Services
Nebraska
$143K
HI
100
Harbour Investments
Wisconsin
$92.7K