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SPDR SSGA Multi-Asset Real Return ETF
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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 %
OP
101
ORG Partners
Indiana
$26.1K -$2.89K -107 -10%
GRP
102
Global Retirement Partners
California
$21.7K -$1.19K -44 -5%
PTC
103
Private Trust Company
Ohio
$16.2K – – –
TCM
104
TD Capital Management
Tennessee
$11.5K +$189 +7 +2%
NA
105
NewEdge Advisors
Louisiana
$10.8K – – –
SPIA
106
Steward Partners Investment Advisory
New York
$10.8K – – –
PS
107
Principal Securities
Iowa
$8.27K -$108 -4 -1%
MCM
108
MAI Capital Management
Ohio
$8K +$8K +296 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$6.05K -$81K -2,997 -93%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$2.95K -$432 -16 -13%
GSWM
111
Golden State Wealth Management
California
$2.14K +$2.14K +79 New
PA
112
Parallel Advisors
California
$1.46K – – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$973 +$973 +36 New
PSFG
114
Park Square Financial Group
Georgia
$784 +$784 +29 New
EFG
115
Elios Financial Group
Ohio
– -$6.54M -227,565 Closed
FVIM
116
Fort Vancouver Investment Management
Washington
– -$303K -10,532 Closed
NP
117
NorthRock Partners
Minnesota
– -$255K -8,868 Closed
JIP
118
Jaffetilchin Investment Partners
Florida
– -$12.5K -434 Closed
CA
119
CoreCap Advisors
Michigan
– -$4.94K -172 Closed
ACM
120
Anfield Capital Management
California
– -$4.74K -165 Closed
GSEP
121
Golden State Equity Partners
California
– -$4.4K -153 Closed
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