RLY icon

SPDR SSGA Multi-Asset Real Return ETF
RLY

Overview Fund Activity

102 hedge funds and large institutions have $421M invested in SPDR SSGA Multi-Asset Real Return ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
11
Increased
46
Reduced
37
Closed
8
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$101K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$19M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$3.46M
3
CAL
Capital Analysts LLC
Pennsylvania
$30.2M
4
IF
Intrua Financial
Texas
$1.87M
5
Bank of America
Bank of America
North Carolina
$19.9M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
$4.08M
2
MMA
Miracle Mile Advisors
California
$10.8M
3
HFS
Hantz Financial Services
Michigan
$48.9M
4
DC
DeDora Capital
California
$0
5
LPL Financial
LPL Financial
California
$9.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$48.9M -$3.84M -138,987 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.6M +$588K +21,277 +2%
CAL
3
Capital Analysts LLC
Pennsylvania
$30.2M +$1.3M +46,953 +4%
DADC
4
D.A. Davidson & Co
Montana
$28.7M +$519K +18,771 +2%
CF
5
Corrigan Financial
Rhode Island
$23.5M – – –
FIBT
6
First International Bank & Trust
North Dakota
$22.6M +$141K +5,112 +0.6%
Bank of America
7
Bank of America
North Carolina
$19.9M +$1.08M +39,131 +6%
Morgan Stanley
8
Morgan Stanley
New York
$19M +$7.8M +282,209 +70%
Wells Fargo
9
Wells Fargo
California
$14.7M -$490K -17,748 -3%
TC
10
Trilogy Capital
California
$10.9M +$410K +14,840 +4%
MMA
11
Miracle Mile Advisors
California
$10.8M -$17M -615,153 -61%
LPL Financial
12
LPL Financial
California
$9.88M -$2.54M -92,011 -20%
VWA
13
Visionary Wealth Advisors
Illinois
$9.51M +$177K +6,388 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$9.46M -$1.94M -70,269 -17%
CPA
15
Capital Planning Advisors
California
$9.15M -$1.08M -39,154 -11%
HG
16
Harbor Group
New Hampshire
$8.38M +$9.31K +337 +0.1%
CRC
17
Curi RMB Capital
Illinois
$7.89M +$278K +10,078 +4%
EIA
18
Eldridge Investment Advisors
New Hampshire
$7.7M +$251K +9,096 +3%
TFG
19
Tilson Financial Group
New Jersey
$6.8M +$155K +5,620 +2%
FWM
20
Fortress Wealth Management
California
$6.7M +$533K +19,293 +9%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$6.62M -$1.88M -68,191 -22%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$6.36M -$422K -15,285 -6%
TPI
23
Trust Point Inc
Wisconsin
$4.97M +$923K +33,392 +23%
CWG
24
Cornerstone Wealth Group
North Carolina
$4.67M +$50.8K +1,838 +1%
AWM
25
Apollon Wealth Management
South Carolina
$4.08M -$18.2M -660,133 -82%
1
2 3 4 5