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SPDR SSGA Multi-Asset Real Return ETF
RLY

Overview Fund Activity

90 hedge funds and large institutions have $409M invested in SPDR SSGA Multi-Asset Real Return ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
10
Increased
42
Reduced
30
Closed
14
Calls
$46K
Puts
$12K
Net Calls
+$34K
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$21.1M
2
AWM
Apollon Wealth Management
South Carolina
$17.4M
3
RL
Retireful LLC
Michigan
$3.55M
4
LPL Financial
LPL Financial
California
$17.1M
5
HG
Harbor Group
New Hampshire
$7.99M

Top Sellers

1
MMA
Miracle Mile Advisors
California
$30.5M
2
UBS Group
UBS Group
Switzerland
$3.91M
3
LL
LWMG LLC
Minnesota
$0
4
AC
Avestar Capital
New York
$0
5
Wells Fargo
Wells Fargo
California
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$35.5M +$35.5M +1,302,773 New
HFS
2
Hantz Financial Services
Michigan
$34.6M -$2.56M -94,121 -7%
MMA
3
Miracle Mile Advisors
California
$30.5M -$24.2M -889,596 -44%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.4M +$1.3M +47,915 +5%
DADC
5
D.A. Davidson & Co
Montana
$26.8M +$1.11M +40,794 +4%
Bank of America
6
Bank of America
North Carolina
$22.9M +$1.32M +48,587 +6%
Morgan Stanley
7
Morgan Stanley
New York
$21.1M +$12.2M +447,395 +137%
AWM
8
Apollon Wealth Management
South Carolina
$17.4M +$5.62M +206,545 +48%
LPL Financial
9
LPL Financial
California
$17.1M +$3.4M +125,043 +25%
HighTower Advisors
10
HighTower Advisors
Illinois
$17.1M -$1.16M -42,522 -6%
Wells Fargo
11
Wells Fargo
California
$16M -$4.87M -179,041 -23%
CPA
12
Capital Planning Advisors
California
$11.2M -$2.34M -85,881 -17%
VWA
13
Visionary Wealth Advisors
Illinois
$8M -$1.06M -38,778 -12%
HG
14
Harbor Group
New Hampshire
$7.99M +$1.66M +60,886 +26%
EIA
15
Eldridge Investment Advisors
New Hampshire
$7.86M -$47.6K -1,749 -0.6%
CWM
16
Curi Wealth Management
North Carolina
$7.09M +$617K +22,654 +10%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$7.02M +$1.42M +52,172 +25%
CF
18
Corrigan Financial
Rhode Island
$6.54M +$122K +4,471 +2%
TPI
19
Trust Point Inc
Wisconsin
$6.41M +$6.41M +235,364 New
TFG
20
Tilson Financial Group
New Jersey
$6.23M +$179K +6,570 +3%
FWM
21
Fortress Wealth Management
California
$5.59M -$2.81M -103,238 -33%
AF
22
Advisornet Financial
Minnesota
$5.27M +$753K +27,658 +17%
AA
23
Auxano Advisors
Washington
$4.96M +$214K +7,858 +5%
CWG
24
Cornerstone Wealth Group
North Carolina
$4.7M +$562K +20,652 +14%
DC
25
DeDora Capital
California
$4.29M -$572K -21,020 -12%
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