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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

99 hedge funds and large institutions have $460M invested in SPDR SSGA Multi-Asset Real Return ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
35
Reduced
37
Closed
9
Calls
$109K
Puts
–
Net Calls
+$109K
Net Calls Change
+$75K

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
$29.2M
2
FIBT
First International Bank & Trust
North Dakota
$22.8M
3
HFS
Hantz Financial Services
Michigan
$53.4M
4
CF
Corrigan Financial
Rhode Island
$23.5M
5
TC
Trilogy Capital
California
$10.6M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.87M
2
Morgan Stanley
Morgan Stanley
New York
$11.3M
3
HighTower Advisors
HighTower Advisors
Illinois
$11.5M
4
AF
Advisornet Financial
Minnesota
$0
5
LPL Financial
LPL Financial
California
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$53.4M +$17.9M +639,456 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.4M +$1.24M +44,203 +4%
CAL
3
Capital Analysts LLC
Pennsylvania
$29.2M +$29.2M +1,045,744 New
DADC
4
D.A. Davidson & Co
Montana
$28.5M +$941K +33,679 +3%
MMA
5
Miracle Mile Advisors
California
$28.1M -$3.18M -113,816 -10%
CF
6
Corrigan Financial
Rhode Island
$23.5M +$16.8M +599,703 +249%
FIBT
7
First International Bank & Trust
North Dakota
$22.8M +$22.8M +814,580 New
AWM
8
Apollon Wealth Management
South Carolina
$22.6M +$4.72M +169,017 +26%
Bank of America
9
Bank of America
North Carolina
$19M -$4.52M -161,633 -19%
Wells Fargo
10
Wells Fargo
California
$15.3M -$1.13M -40,307 -7%
LPL Financial
11
LPL Financial
California
$12.6M -$4.98M -178,324 -28%
HighTower Advisors
12
HighTower Advisors
Illinois
$11.5M -$6M -214,835 -34%
Morgan Stanley
13
Morgan Stanley
New York
$11.3M -$10.3M -370,282 -48%
TC
14
Trilogy Capital
California
$10.6M +$10.6M +378,882 New
CPA
15
Capital Planning Advisors
California
$10.4M -$1.14M -40,901 -10%
VWA
16
Visionary Wealth Advisors
Illinois
$9.44M +$1.23M +43,839 +15%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$8.6M +$1.39M +49,667 +19%
HG
18
Harbor Group
New Hampshire
$8.47M +$268K +9,597 +3%
CRC
19
Curi RMB Capital
Illinois
$7.7M +$7.7M +275,628 New
EIA
20
Eldridge Investment Advisors
New Hampshire
$7.54M -$532K -19,021 -7%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$6.87M -$29.5M -1,057,162 -81%
TFG
22
Tilson Financial Group
New Jersey
$6.72M +$320K +11,434 +5%
FWM
23
Fortress Wealth Management
California
$6.24M +$502K +17,961 +9%
CWG
24
Cornerstone Wealth Group
North Carolina
$4.67M -$156K -5,586 -3%
AA
25
Auxano Advisors
Washington
$4.38M -$720K -25,746 -14%
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