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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

114 hedge funds and large institutions have $435M invested in SPDR SSGA Multi-Asset Real Return ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+16
Holders Change %
+16.33%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
48
Reduced
35
Closed
7
Calls
$133K
Puts
–
Net Calls
+$133K
Net Calls Change
+$20K

Top Buyers

1
NECFA
New England Capital Financial Advisors
Connecticut
+$12.9M
2
LFG
Larson Financial Group
Missouri
+$4.17M
3
FHC
First Heartland Consultants
Missouri
+$3.9M
4
IF
Intrua Financial
Texas
+$3.79M
5
LPL Financial
LPL Financial
California
+$2.12M

Top Sellers

1
EFG
Elios Financial Group
Ohio
-$6.54M
2
XF
XML Financial
Maryland
-$6.44M
3
FWM
Fortress Wealth Management
California
-$6.42M
4
IFO
Independent Family Office
New York
-$3M
5
TPI
Trust Point Inc
Wisconsin
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$54.4M +$345K +12,784 +0.6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.4M +$1.87M +69,264 +6%
DADC
3
D.A. Davidson & Co
Montana
$30.6M +$1.65M +61,091 +6%
CAL
4
Capital Analysts LLC
Pennsylvania
$30.3M -$101K -3,745 -0.3%
CF
5
Corrigan Financial
Rhode Island
$24M +$404K +14,937 +2%
FIBT
6
First International Bank & Trust
North Dakota
$22.8M +$957K +35,410 +4%
Bank of America
7
Bank of America
North Carolina
$20.2M -$741K -27,442 -4%
Morgan Stanley
8
Morgan Stanley
New York
$17.7M -$698K -25,835 -4%
Wells Fargo
9
Wells Fargo
California
$14.4M -$738K -27,328 -5%
NECFA
10
New England Capital Financial Advisors
Connecticut
$12.9M +$12.9M +476,059 +119,914%
LPL Financial
11
LPL Financial
California
$12.1M +$2.12M +78,636 +21%
TC
12
Trilogy Capital
California
$11.1M +$34.5K +1,276 +0.3%
VWA
13
Visionary Wealth Advisors
Illinois
$9.41M -$17.9K -664 -0.2%
HG
14
Harbor Group
New Hampshire
$8.51M +$390K +14,450 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.33M +$35.5K +1,313 +0.4%
EIA
16
Eldridge Investment Advisors
New Hampshire
$8.33M +$496K +18,340 +6%
CRC
17
Curi RMB Capital
Illinois
$7.94M -$25.3K -935 -0.3%
TFG
18
Tilson Financial Group
New Jersey
$7M +$170K +6,282 +2%
FFP
19
Freedom Financial Partners
Minnesota
$6.91M +$6.91M +255,625 New
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$6.69M +$26.8K +984 +0.4%
LFG
21
Larson Financial Group
Missouri
$6.57M +$4.17M +154,222 +174%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$6.41M +$606K +22,441 +10%
Raymond James Financial
23
Raymond James Financial
Florida
$5.41M +$5.41M +200,355 New
IF
24
Intrua Financial
Texas
$4.84M +$3.79M +140,280 +360%
CWG
25
Cornerstone Wealth Group
North Carolina
$4.52M -$92.9K -3,439 -2%
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