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SPDR SSGA Multi-Asset Real Return ETF

95 hedge funds and large institutions have $412M invested in SPDR SSGA Multi-Asset Real Return ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
10
Increased
45
Reduced
33
Closed
12
Calls
$46K
Puts
$12K
Net Calls
+$34K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Shares
Change %
MMA
1
Miracle Mile Advisors
California
$54.2M +$644K +23,882 +1%
HFS
2
Hantz Financial Services
Michigan
$36.8M +$3.9M +144,480 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.8M +$1.01M +37,413 +4%
DADC
4
D.A. Davidson & Co
Montana
$25.5M +$680K +25,237 +3%
Bank of America
5
Bank of America
North Carolina
$21.4M -$3.05M -113,301 -13%
Wells Fargo
6
Wells Fargo
California
$20.7M +$386K +14,322 +2%
UBS Group
7
UBS Group
Switzerland
$18.9M +$355K +13,170 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$18.1M +$1.42M +52,743 +9%
LPL Financial
9
LPL Financial
California
$13.6M +$217K +8,051 +2%
CPA
10
Capital Planning Advisors
California
$13.4M +$105K +3,883 +0.8%
AWM
11
Apollon Wealth Management
South Carolina
$11.7M +$1.02M +37,750 +10%
LL
12
LWMG LLC
Minnesota
$10.6M +$493K +18,304 +5%
VWA
13
Visionary Wealth Advisors
Illinois
$8.97M -$1.19M -44,141 -12%
Morgan Stanley
14
Morgan Stanley
New York
$8.82M -$983K -36,470 -10%
FWM
15
Fortress Wealth Management
California
$8.32M +$108K +4,017 +1%
CG
16
Colony Group
Massachusetts
$8.05M -$532K -19,751 -6%
EIA
17
Eldridge Investment Advisors
New Hampshire
$7.83M +$1.08M +40,206 +16%
CWM
18
Curi Wealth Management
North Carolina
$6.41M -$396K -14,685 -6%
CF
19
Corrigan Financial
Rhode Island
$6.36M -$131K -4,851 -2%
HG
20
Harbor Group
New Hampshire
$6.27M +$145K +5,387 +2%
TFG
21
Tilson Financial Group
New Jersey
$5.99M +$944 +35 +0%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$5.57M +$372K +13,751 +7%
AC
23
Avestar Capital
New York
$5.23M -$4.39M -162,907 -46%
DC
24
DeDora Capital
California
$4.81M -$301K -11,169 -6%
AA
25
Auxano Advisors
Washington
$4.71M +$2.16M +80,106 +85%