RLY icon

SPDR SSGA Multi-Asset Real Return ETF
RLY

Overview Fund Activity

114 hedge funds and large institutions have $435M invested in SPDR SSGA Multi-Asset Real Return ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+16
Holders Change %
+16.33%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
48
Reduced
35
Closed
7
Calls
$133K
Puts
–
Net Calls
+$133K
Net Calls Change
+$20K

Top Buyers

1
NECFA
New England Capital Financial Advisors
Connecticut
+$12.9M
2
LFG
Larson Financial Group
Missouri
+$4.17M
3
FHC
First Heartland Consultants
Missouri
+$3.9M
4
IF
Intrua Financial
Texas
+$3.79M
5
LPL Financial
LPL Financial
California
+$2.12M

Top Sellers

1
EFG
Elios Financial Group
Ohio
-$6.54M
2
XF
XML Financial
Maryland
-$6.44M
3
FWM
Fortress Wealth Management
California
-$6.42M
4
IFO
Independent Family Office
New York
-$3M
5
TPI
Trust Point Inc
Wisconsin
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$294K +$294K +10,883 New
EIG
77
Ellenbecker Investment Group
Wisconsin
$292K -$276K -10,204 -49%
TW
78
TrinityPoint Wealth
Connecticut
$286K +$52.5K +1,943 +22%
TSS
79
Two Sigma Securities
New York
$282K +$282K +10,429 New
Bank of New York Mellon
80
Bank of New York Mellon
New York
$271K +$271K +10,039 New
BTWM
81
Brass Tax Wealth Management
Ohio
$268K -$23K -853 -8%
TPI
82
Trust Point Inc
Wisconsin
$259K -$2.39M -88,605 -90%
SFP
83
Shepherd Financial Partners
Massachusetts
$257K -$48.9K -1,811 -16%
LKBC
84
L.K. Benson & Company
Maryland
$246K +$246K +9,098 New
FA
85
Fermata Advisors
California
$236K +$2.59K +96 +1%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$236K +$236K +8,732 New
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$229K -$127K -4,714 -36%
LSIA
88
LaSalle St. Investment Advisors
Illinois
$226K +$1.14K +42 +0.5%
XF
89
XML Financial
Maryland
$223K -$6.44M -238,418 -97%
FWM
90
Fortress Wealth Management
California
$217K -$6.42M -237,638 -97%
PPW
91
Pasadena Private Wealth
California
$214K +$25.1K +928 +13%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$173K +$124K +4,607 +257%
AAM
93
Advisors Asset Management
Colorado
$135K +$135K +5,011 New
CA
94
Continuum Advisory
Idaho
$97.4K – – –
Creative Planning
95
Creative Planning
Kansas
$88.2K +$88.2K +3,265 New
HI
96
Harbour Investments
Wisconsin
$75.1K +$5.11K +189 +7%
SAM
97
Smartleaf Asset Management
Massachusetts
$67.2K +$67.2K +2,504 New
SS
98
SBI Securities
Japan
$66.4K +$66.4K +2,459 New
Comerica Bank
99
Comerica Bank
Texas
$48.3K – – –
Jones Financial Companies
100
Jones Financial Companies
Missouri
$26.7K +$23.6K +872 +752%
1 2 3
4
5