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State Street Multi-Asset Real Return ETF

128 hedge funds and large institutions have $576M invested in State Street Multi-Asset Real Return ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 26

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $533M → $576M (+$43.2M)

4% more funds holding

Funds holding: 123128 (+5)

0.94% less ownership

Funds ownership: 91.08%90.13% (-0.94%)

9% less call options, than puts

Call options by funds: $169K | Put options by funds: $186K

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
19
Increased
70
Reduced
26
Closed
12
Calls
$169K
Puts
$186K
Net Calls
-$17K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
EA
76
Eclectic Associates
California
$548K -$168K -5,352 -24%
PPW
77
Pasadena Private Wealth
California
$464K +$16.2K +515 +4%
PWP
78
PrairieView Wealth Partners
Illinois
$454K -$4.77K -152 -1%
PJSIMP
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
$451K +$140K +4,455 +45%
CWM
80
Cornerstone Wealth Management
Missouri
$450K -$42.2K -1,345 -9%
Stifel Financial
81
Stifel Financial
Missouri
$441K +$56K +1,786 +15%
MFG
82
Merit Financial Group
Georgia
$439K -$123K -3,923 -22%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$436K +$171K +5,463 +65%
CNBOF
84
City National Bank of Florida
Florida
$409K
CFD
85
Creative Financial Designs
Indiana
$408K -$45.9K -1,462 -10%
ECA
86
Elevation Capital Advisory
Oregon
$401K +$400K +12,763 New
CAS
87
Coppell Advisory Solutions
Texas
$376K -$28.6K -912 -7%
MMA
88
Miracle Mile Advisors
California
$376K -$3.98K -127 -1%
DTC
89
Davidson Trust Company
Washington
$367K +$44.1K +1,405 +14%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$345K +$78.3K +2,495 +29%
IP
91
Ignite Planners
California
$339K +$314K +10,012 New
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$338K +$337K +10,753 New
HWA
93
HCR Wealth Advisors
California
$333K +$332K +10,584 New
MTC
94
Matrix Trust Company
Colorado
$324K -$1.1M -34,999 -77%
WA
95
Waverly Advisors
Alabama
$296K +$296K +9,424 New
SFP
96
Shepherd Financial Partners
Massachusetts
$295K +$3.23K +103 +1%
LKBC
97
L.K. Benson & Company
Maryland
$282K +$2.67K +85 +1%
LSIA
98
LaSalle St. Investment Advisors
Illinois
$278K +$1.88K +60 +0.7%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$268K -$101K -3,220 -27%
CWG
100
Cornerstone Wealth Group
North Carolina
$219K -$22.8K -726 -9%