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SPDR SSGA Multi-Asset Real Return ETF

101 hedge funds and large institutions have $443M invested in SPDR SSGA Multi-Asset Real Return ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-7
Holders Change %
-6.48%
% of All Funds
1.62%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
10
Increased
51
Reduced
33
Closed
15
Calls
$1.13M
Puts
$331K
Net Calls
+$802K
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MMA
1
Miracle Mile Advisors
California
$51.2M -$5.39M -195,251 -10%
HFS
2
Hantz Financial Services
Michigan
$29.3M +$5.19M +188,070 +22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.8M -$437K -15,829 -2%
DADC
4
D.A. Davidson & Co
Montana
$24.1M +$392K +14,215 +2%
Bank of America
5
Bank of America
North Carolina
$22.4M -$17.1M -620,459 -43%
Wells Fargo
6
Wells Fargo
California
$22M -$5.11M -185,381 -19%
UBS Group
7
UBS Group
Switzerland
$18.4M -$5.23M -189,620 -22%
LPL Financial
8
LPL Financial
California
$16.2M +$1.2M +43,373 +8%
HighTower Advisors
9
HighTower Advisors
Illinois
$16M +$1.9M +68,940 +13%
CPA
10
Capital Planning Advisors
California
$15.1M +$14.2M +515,994 +1,673%
NECFA
11
New England Capital Financial Advisors
Connecticut
$13.9M -$848K -30,741 -6%
Morgan Stanley
12
Morgan Stanley
New York
$12.7M -$5.78M -209,616 -31%
CG
13
Colony Group
Massachusetts
$10.3M -$23.2M -840,876 -69%
LL
14
LWMG LLC
Minnesota
$9.99M +$5.73M +207,922 +135%
VWA
15
Visionary Wealth Advisors
Illinois
$9.96M +$55K +1,994 +0.6%
AC
16
Avestar Capital
New York
$9.7M +$831K +30,136 +9%
PAG
17
Private Advisor Group
New Jersey
$8.58M +$1.56M +56,426 +22%
AWM
18
Apollon Wealth Management
South Carolina
$8.15M +$1.72M +62,310 +27%
FWM
19
Fortress Wealth Management
California
$7.34M +$1.83M +66,190 +33%
EIA
20
Eldridge Investment Advisors
New Hampshire
$7.05M +$556K +20,151 +9%
CF
21
Corrigan Financial
Rhode Island
$6.74M -$515K -18,686 -7%
TFG
22
Tilson Financial Group
New Jersey
$6.11M +$22.6K +819 +0.4%
HG
23
Harbor Group
New Hampshire
$5.67M +$440K +15,968 +8%
AF
24
Advisornet Financial
Minnesota
$4.57M +$229K +8,286 +5%
DC
25
DeDora Capital
California
$4.49M +$253K +9,156 +6%