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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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$210K +$210K +7,896 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$178K +$49.7K +1,868 +39%
FWA
78
FSC Wealth Advisors
New York
$148K -$1.78K -67 -1%
HI
79
Harbour Investments
Wisconsin
$106K +$2.26K +85 +2%
PA
80
Parallel Advisors
California
$93.5K -$9.06K -340 -9%
GRP
81
Global Retirement Partners
California
$88.5K +$107 +4 +0.1%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$76K -$32.4K -1,213 -30%
OP
83
ORG Partners
Indiana
$48.2K +$48.2K +1,798 New
EWM
84
Evermay Wealth Management
Virginia
$35K – – –
RIA
85
Realta Investment Advisors
Delaware
$35K +$35K +1,313 New
FFA
86
Farther Finance Advisors
California
$30.5K -$18.5K -696 -38%
SPIA
87
Steward Partners Investment Advisory
New York
$28.7K +$4.31K +162 +18%
PIAS
88
PCA Investment Advisory Services
Ohio
$23.3K +$23.3K +875 New
TWM
89
Tradition Wealth Management
Minnesota
$14K – – –
ODG
90
O'Dell Group
Ohio
$13.5K +$13.5K +508 New
TCM
91
TD Capital Management
Tennessee
$10.8K +$107 +4 +1%
NA
92
NewEdge Advisors
Louisiana
$10.7K -$18.6K -700 -64%
JFA
93
JNBA Financial Advisors
Minnesota
$10.5K +$107 +4 +1%
RCM
94
Raleigh Capital Management
North Carolina
$8.95K +$8.95K +336 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$4.9K +$4.9K +184 New
WWM
96
Wagner Wealth Management
South Carolina
$3.89K +$3.89K +146 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$80 -$53 -2 -40%
FCAG
98
First Capital Advisors Group
New Jersey
$22 +$22 +1 New
BS
99
Banco Santander
Spain
– -$4.35M -157,778 Closed
MWM
100
Moran Wealth Management
Florida
– -$2.5M -90,780 Closed
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