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SPDR SSGA Multi-Asset Real Return ETF

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1.35% less ownership

Funds ownership: 89.23%87.88% (-1.3%)

6% less funds holding

Funds holding: 114107 (-7)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$578K
Puts
$6K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$56.6M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.2M
DADC
3
D.A. Davidson & Co
Montana
$34.1M
CF
4
Corrigan Financial
Rhode Island
$25.8M
FIBT
5
First International Bank & Trust
North Dakota
$24.5M
Bank of America
6
Bank of America
North Carolina
$21.4M
CAL
7
Capital Analysts LLC
Pennsylvania
$18.4M
Morgan Stanley
8
Morgan Stanley
New York
$16.7M
NECFA
9
New England Capital Financial Advisors
Connecticut
$13.8M
TC
10
Trilogy Capital
California
$11.7M
LPL Financial
11
LPL Financial
California
$10.4M
VWA
12
Visionary Wealth Advisors
Illinois
$9.96M
EIA
13
Eldridge Investment Advisors
New Hampshire
$9.13M
HighTower Advisors
14
HighTower Advisors
Illinois
$8.81M
HG
15
Harbor Group
New Hampshire
$8.56M
Wells Fargo
16
Wells Fargo
California
$8.25M
FFP
17
Freedom Financial Partners
Minnesota
$8.05M
CRC
18
Curi RMB Capital
Illinois
$7.92M
TFG
19
Tilson Financial Group
New Jersey
$7.65M
FHC
20
First Heartland Consultants
Missouri
$7.47M
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$7.13M
Raymond James Financial
22
Raymond James Financial
Florida
$5.9M
LFG
23
Larson Financial Group
Missouri
$5.87M
CPA
24
Capital Performance Advisors
California
$5.24M
GWM
25
Geneos Wealth Management
Colorado
$4.83M