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SPDR SSGA Multi-Asset Real Return ETF
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Overview Fund Activity

107 hedge funds and large institutions have $429M invested in SPDR SSGA Multi-Asset Real Return ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-7
Holders Change %
-6.14%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
47
Reduced
37
Closed
14
Calls
$578K
Puts
$6K
Net Calls
+$572K
Net Calls Change
+$439K

Top Buyers

1
CPA
Capital Performance Advisors
California
$5.24M
2
FHC
First Heartland Consultants
Missouri
$7.47M
3
GWM
Geneos Wealth Management
Colorado
$4.83M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.2M
5
Jane Street
Jane Street
New York
$2.77M

Top Sellers

1
CAL
Capital Analysts LLC
Pennsylvania
$18.4M
2
Wells Fargo
Wells Fargo
California
$8.25M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$865K
4
CWG
Cornerstone Wealth Group
North Carolina
$226K
5
CFD
Creative Financial Designs
Indiana
$563K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$56.6M -$823K -28,823 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.2M +$1.97M +69,130 +6%
DADC
3
D.A. Davidson & Co
Montana
$34.1M +$1.82M +63,801 +6%
CF
4
Corrigan Financial
Rhode Island
$25.8M +$424K +14,872 +2%
FIBT
5
First International Bank & Trust
North Dakota
$24.5M +$445K +15,608 +2%
Bank of America
6
Bank of America
North Carolina
$21.4M +$112K +3,914 +0.5%
CAL
7
Capital Analysts LLC
Pennsylvania
$18.4M -$13.5M -473,842 -42%
Morgan Stanley
8
Morgan Stanley
New York
$16.7M -$2M -70,051 -11%
NECFA
9
New England Capital Financial Advisors
Connecticut
$13.8M +$231K +8,090 +2%
TC
10
Trilogy Capital
California
$11.7M -$8.65K -303 -0.1%
LPL Financial
11
LPL Financial
California
$10.4M -$2.31M -80,961 -18%
VWA
12
Visionary Wealth Advisors
Illinois
$9.96M +$24.6K +863 +0.2%
EIA
13
Eldridge Investment Advisors
New Hampshire
$9.13M +$333K +11,657 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$8.81M +$3.08K +108 +0%
HG
15
Harbor Group
New Hampshire
$8.56M -$429K -15,031 -5%
Wells Fargo
16
Wells Fargo
California
$8.25M -$6.99M -245,002 -46%
FFP
17
Freedom Financial Partners
Minnesota
$8.05M +$757K +26,535 +10%
CRC
18
Curi RMB Capital
Illinois
$7.92M -$459K -16,089 -5%
TFG
19
Tilson Financial Group
New Jersey
$7.65M +$259K +9,089 +4%
FHC
20
First Heartland Consultants
Missouri
$7.47M +$3.35M +117,420 +81%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$7.13M +$355K +12,427 +5%
Raymond James Financial
22
Raymond James Financial
Florida
$5.9M +$187K +6,541 +3%
LFG
23
Larson Financial Group
Missouri
$5.87M -$1.06M -37,294 -15%
CPA
24
Capital Performance Advisors
California
$5.24M +$5.24M +183,560 New
GWM
25
Geneos Wealth Management
Colorado
$4.83M +$2.99M +104,741 +162%
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