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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

98 hedge funds and large institutions have $420M invested in SPDR SSGA Multi-Asset Real Return ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.55%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
16
Increased
47
Reduced
31
Closed
18
Calls
$66K
Puts
$12K
Net Calls
+$54K
Net Calls Change
-$748K

Top Buyers

1
CWM
Curi Wealth Management
North Carolina
$6.72M
2
HFS
Hantz Financial Services
Michigan
$32.5M
3
MMA
Miracle Mile Advisors
California
$52.9M
4
AWM
Apollon Wealth Management
South Carolina
$10.5M
5
Bank of America
Bank of America
North Carolina
$24.1M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$3.49M
2
BS
Banco Santander
Spain
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$234K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$869K
5
Morgan Stanley
Morgan Stanley
New York
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$52.9M +$3.45M +129,379 +7%
HFS
2
Hantz Financial Services
Michigan
$32.5M +$4.22M +158,486 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.5M +$1.53M +57,309 +6%
DADC
4
D.A. Davidson & Co
Montana
$24.5M +$1.25M +46,946 +5%
Bank of America
5
Bank of America
North Carolina
$24.1M +$2.47M +92,919 +11%
Wells Fargo
6
Wells Fargo
California
$20.1M -$1.19M -44,589 -6%
UBS Group
7
UBS Group
Switzerland
$18.3M +$514K +19,319 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$16.4M +$1,000K +37,541 +6%
NECFA
9
New England Capital Financial Advisors
Connecticut
$13.8M +$434K +16,288 +3%
LPL Financial
10
LPL Financial
California
$13.2M -$2.43M -91,368 -16%
CPA
11
Capital Planning Advisors
California
$13.1M -$1.43M -53,625 -10%
AWM
12
Apollon Wealth Management
South Carolina
$10.5M +$2.63M +98,719 +33%
VWA
13
Visionary Wealth Advisors
Illinois
$10M +$414K +15,565 +4%
LL
14
LWMG LLC
Minnesota
$10M +$377K +14,143 +4%
Morgan Stanley
15
Morgan Stanley
New York
$9.68M -$2.63M -98,743 -21%
AC
16
Avestar Capital
New York
$9.5M +$134K +5,044 +1%
CG
17
Colony Group
Massachusetts
$8.48M -$1.45M -54,480 -15%
FWM
18
Fortress Wealth Management
California
$8.11M +$1.03M +38,548 +14%
CWM
19
Curi Wealth Management
North Carolina
$6.72M +$6.72M +252,451 New
EIA
20
Eldridge Investment Advisors
New Hampshire
$6.67M -$145K -5,432 -2%
CF
21
Corrigan Financial
Rhode Island
$6.41M -$92.9K -3,488 -1%
HG
22
Harbor Group
New Hampshire
$6.05M +$572K +21,493 +10%
TFG
23
Tilson Financial Group
New Jersey
$5.92M +$21.9K +824 +0.4%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$5.1M +$878K +33,058 +21%
DC
25
DeDora Capital
California
$5.05M +$718K +26,958 +17%
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