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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

108 hedge funds and large institutions have $496M invested in SPDR SSGA Multi-Asset Real Return ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+20
Holders Change %
+22.73%
% of All Funds
1.74%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.11%
New
30
Increased
57
Reduced
13
Closed
9
Calls
$245K
Puts
$72.4M
Net Calls
-$72.1M
Net Calls Change
+$2.11M

Top Buyers

1
CG
Colony Group
Massachusetts
$33.4M
2
Bank of America
Bank of America
North Carolina
$39.5M
3
Wells Fargo
Wells Fargo
California
$27.1M
4
MMA
Miracle Mile Advisors
California
$56.5M
5
HFS
Hantz Financial Services
Michigan
$24M

Top Sellers

1
LPL Financial
LPL Financial
California
$15M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$0
3
UBS Group
UBS Group
Switzerland
$23.6M
4
VWA
Visionary Wealth Advisors
Illinois
$9.89M
5
AI
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$56.5M +$8.84M +321,157 +19%
Bank of America
2
Bank of America
North Carolina
$39.5M +$18.4M +667,108 +87%
CG
3
Colony Group
Massachusetts
$33.4M +$28.6M +1,038,579 +593%
Wells Fargo
4
Wells Fargo
California
$27.1M +$9.71M +352,467 +56%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.2M +$1.07M +38,705 +4%
HFS
6
Hantz Financial Services
Michigan
$24M +$7.39M +268,491 +44%
DADC
7
D.A. Davidson & Co
Montana
$23.6M +$799K +29,018 +3%
UBS Group
8
UBS Group
Switzerland
$23.6M -$1.3M -47,136 -5%
Morgan Stanley
9
Morgan Stanley
New York
$18.5M +$2.7M +98,053 +17%
NECFA
10
New England Capital Financial Advisors
Connecticut
$15.4M +$15.4M +534,188 New
LPL Financial
11
LPL Financial
California
$15M -$1.76M -63,791 -11%
HighTower Advisors
12
HighTower Advisors
Illinois
$14.1M +$2.3M +83,609 +20%
BOPW
13
Brandywine Oak Private Wealth
Pennsylvania
$13.1M +$649K +23,576 +5%
BS
14
Banco Santander
Spain
$10.7M – – –
VWA
15
Visionary Wealth Advisors
Illinois
$9.89M -$1.25M -45,440 -11%
AC
16
Avestar Capital
New York
$8.86M +$6.66M +241,712 +303%
HSA
17
HBK Sorce Advisory
Pennsylvania
$8.04M +$6.29M +228,484 +359%
CF
18
Corrigan Financial
Rhode Island
$7.24M -$298K -10,807 -4%
EIA
19
Eldridge Investment Advisors
New Hampshire
$6.49M +$4.04M +146,811 +165%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.43M +$4.77M +173,407 +289%
AWM
21
Apollon Wealth Management
South Carolina
$6.43M +$768K +27,904 +14%
TFG
22
Tilson Financial Group
New Jersey
$6.08M +$6.08M +220,663 New
LAS
23
LWM Advisory Services
Florida
$5.95M +$5.95M +215,889 New
FWM
24
Fortress Wealth Management
California
$5.5M +$1.11M +40,213 +25%
HG
25
Harbor Group
New Hampshire
$5.23M +$954K +34,633 +22%
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