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SPDR SSGA Multi-Asset Real Return ETF
RLY

Overview Fund Activity

98 hedge funds and large institutions have $437M invested in SPDR SSGA Multi-Asset Real Return ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
9
Increased
46
Reduced
35
Closed
12
Calls
$133K
Puts
$20K
Net Calls
+$113K
Net Calls Change
+$105K

Top Buyers

1
XF
XML Financial
Maryland
$7.09M
2
HFS
Hantz Financial Services
Michigan
$57.5M
3
CFD
Creative Financial Designs
Indiana
$4.49M
4
LFG
Larson Financial Group
Missouri
$2.55M
5
Bank of America
Bank of America
North Carolina
$22.2M

Top Sellers

1
MMA
Miracle Mile Advisors
California
$679K
2
CPA
Capital Planning Advisors
California
$0
3
RL
Retireful LLC
Michigan
$0
4
TPI
Trust Point Inc
Wisconsin
$2.82M
5
AWM
Apollon Wealth Management
South Carolina
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$57.5M +$6.59M +229,342 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.5M +$693K +24,128 +2%
CAL
3
Capital Analysts LLC
Pennsylvania
$32.3M +$893K +31,077 +3%
DADC
4
D.A. Davidson & Co
Montana
$30.7M +$908K +31,589 +3%
CF
5
Corrigan Financial
Rhode Island
$25.1M +$993K +34,564 +4%
FIBT
6
First International Bank & Trust
North Dakota
$23.2M -$335K -11,661 -1%
Bank of America
7
Bank of America
North Carolina
$22.2M +$1.58M +55,074 +8%
Morgan Stanley
8
Morgan Stanley
New York
$19.6M -$107K -3,715 -0.5%
Wells Fargo
9
Wells Fargo
California
$16.1M +$895K +31,136 +6%
TC
10
Trilogy Capital
California
$11.8M +$473K +16,457 +4%
LPL Financial
11
LPL Financial
California
$10.6M +$307K +10,679 +3%
VWA
12
Visionary Wealth Advisors
Illinois
$10M +$135K +4,683 +1%
HighTower Advisors
13
HighTower Advisors
Illinois
$8.83M -$1.02M -35,320 -10%
HG
14
Harbor Group
New Hampshire
$8.63M -$88.1K -3,066 -1%
CRC
15
Curi RMB Capital
Illinois
$8.47M +$257K +8,937 +3%
EIA
16
Eldridge Investment Advisors
New Hampshire
$8.33M +$321K +11,180 +4%
TFG
17
Tilson Financial Group
New Jersey
$7.26M +$190K +6,606 +3%
XF
18
XML Financial
Maryland
$7.09M +$7.09M +246,653 New
FWM
19
Fortress Wealth Management
California
$7.06M +$89.4K +3,112 +1%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$7.03M +$152K +5,287 +2%
EFG
21
Elios Financial Group
Ohio
$6.54M +$6.54M +227,565 New
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$6.18M -$445K -15,469 -7%
CWG
23
Cornerstone Wealth Group
North Carolina
$4.91M +$56.8K +1,976 +1%
CFD
24
Creative Financial Designs
Indiana
$4.49M +$3.8M +132,391 +555%
IFO
25
Independent Family Office
New York
$4.4M +$410K +14,277 +10%
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