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SPDR SSgA Multi-Asset Real Return ETF (RLY) Institutional Ownership

SPDR SSgA Multi-Asset Real Return ETF logo
$36.83 +0.17 (+0.46%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$201.66M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$51.97M
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RLY Institutional Buying and Selling by Quarter

SPDR SSgA Multi-Asset Real Return ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 JFS Wealth Advisors LLC5,325$184K0.0%+62.6%0.016%
7/10/2026 KWB Wealth56,957$1.97M0.2%-24.4%0.169%
7/10/2026 Wealthcare Advisory Partners LLC9,990$345K0.0%-9.9%0.030%
7/8/2026 First Heartland Consultants Inc.297,150$10.26M0.7%-0.1%0.879%
7/7/2026 Fermata Advisors LLC23,551$813K0.2%+7.7%0.070%
7/7/2026 Trinity Wealth Management LLC132,284$4.57M1.4%N/A0.392%
7/6/2026 Private Client Services LLC232,243$8.02M2.1%+3.8%0.689%
7/6/2026 Trilogy Capital Inc.664,246$22.92M0.9%+90.3%1.969%
5/19/2026Bank of America Corp DE888,051$32.10M0.0%+7.1%2.762%
5/18/2026 EverSource Wealth Advisors LLC7,747$280K0.0%+146.7%0.024%
5/18/2026Royal Bank of Canada91,535$3.31M0.0%+560.7%0.285%
5/15/2026Waverly Advisors LLC32,226$1.17M0.0%+242.0%0.100%
5/14/2026 Compound Planning Inc.26,275$950K0.0%N/A0.082%
5/13/2026 Cetera Investment Advisers19,960$722K0.0%-11.3%0.062%
5/7/2026Earned Wealth Advisors LLC381,977$13.81M0.9%+3.2%1.188%
5/7/2026 Cornerstone Advisors Asset Management LLC51,549$1.86M0.3%-4.3%0.160%
5/5/2026 D.A. Davidson & CO.1,540,561$55.69M0.3%+3.4%4.792%
5/5/2026 RFG Bristol Wealth Advisors LLC273,270$9.88M2.7%+12.6%0.850%
5/5/2026 Bank of New York Mellon Corp137,879$4.98M0.0%+26.8%0.429%
5/5/2026 Geneos Wealth Management Inc.101,610$3.67M0.1%-3.8%0.316%
5/5/2026 Sanctuary Advisors LLC59,129$2.14M0.0%+7.7%0.184%
5/4/2026 Illumine Investment Management LLC55,187$2.00M1.5%+1.8%0.172%
5/2/2026 International Assets Investment Management LLC1,590$57K0.0%+3,685.7%0.005%
5/2/2026 Diversify Wealth Management LLC9,301$341K0.0%N/A0.029%
5/1/2026 Fifth Third Bancorp3,211$116K0.0%N/A0.010%
4/30/2026 Kestra Advisory Services LLC26,970$975K0.0%-1.6%0.085%
4/28/2026 Ascentis Independent Advisors778$28K0.0%N/A0.002%
4/28/2026 New England Capital Financial Advisors LLC496,657$17.95M4.9%+0.5%1.568%
4/27/2026World Investment Advisors7,151$259K0.0%N/A0.023%
4/27/2026 Private Advisor Group LLC107,736$3.90M0.0%+106.0%0.340%
4/24/2026 Barnes Pettey Financial Advisors LLC47,282$1.71M0.7%+27.0%0.150%
4/23/2026 Intrua Financial LLC38,273$1.38M0.1%-24.4%0.122%
4/23/2026 Apollon Wealth Management LLC73,713$2.67M0.0%-3.9%0.235%
4/23/2026 Pasadena Private Wealth LLC15,786$571K0.1%+7.1%0.050%
4/22/2026 Janney Montgomery Scott LLC48,049$1.74M0.0%N/A0.153%
4/22/2026 Trilogy Capital Inc.348,992$12.62M0.6%-14.8%1.168%
4/22/2026 MBE Wealth Management LLC88,260$3.19M1.3%-1.3%0.295%
4/20/2026 RFG Advisory LLC7,090$256K0.0%N/A0.024%
4/17/2026 XML Financial LLC36,277$1.31M0.1%+30.1%0.121%
4/17/2026 Johnson Bixby & Associates LLC492,437$17.80M2.2%+2,634.7%1.649%
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4/16/2026 Freedom Financial Partners LLC338,201$12.23M4.4%+2.9%1.133%
4/16/2026 Thompson Davis & CO. Inc.9,102$329K0.2%N/A0.031%
3/17/2026 Rockefeller Capital Management L.P.3,942$124K0.0%+114.2%0.019%
2/18/2026Coastal Bridge Advisors LLC51,916$1.63M0.1%+26.2%0.248%
2/17/2026 Cetera Investment Advisers22,512$708K0.0%+3.4%0.108%
2/17/2026Osaic Holdings Inc.27,731$872K0.0%+8.4%0.133%
2/17/2026Regal Investment Advisors LLC74,267$2.34M0.1%-1.3%0.355%
2/17/2026 Captrust Financial Advisors58,259$1.83M0.0%-7.8%0.278%
2/17/2026Royal Bank of Canada13,854$436K0.0%+65.1%0.066%
2/16/2026 Tobias Financial Advisors Inc.1,043,052$32.80M4.6%+8.3%4.986%
2/16/2026 Mariner LLC33,744$1.06M0.0%+56.6%0.161%
2/16/2026 Focus Partners Wealth285,150$8.95M0.0%+3.4%1.363%
2/13/2026 Kestra Advisory Services LLC27,399$862K0.0%+4.8%0.131%
2/13/2026 Stifel Financial Corp14,031$441K0.0%+14.6%0.067%
2/13/2026 Smartleaf Asset Management LLC308,233$9.76M0.4%N/A1.473%
2/13/2026Wells Fargo & Company MN217,768$6.85M0.0%-14.7%1.041%
2/13/2026 Summit Financial LLC61,862$1.95M0.0%+1.0%0.296%
2/12/2026Advisors Asset Management Inc.17,774$559K0.0%-1.7%0.085%
2/12/2026Jane Street Group LLC41,773$1.31M0.0%N/A0.200%
2/12/2026Brooklyn Investment Group44,222$1.39M0.1%+124.7%0.211%
2/12/2026Orion Porfolio Solutions LLC29,673$933K0.0%+67.3%0.142%
2/12/2026 Commonwealth Equity Services LLC8,508$268K0.0%-27.5%0.041%
2/12/2026Betterment LLC18,340$577K0.0%+7.7%0.088%
2/12/2026 Bank of Montreal Can10,969$345K0.0%+29.4%0.052%
2/11/2026 Capital Analysts LLC706,302$22.21M0.7%+5.8%3.376%
2/11/2026 Eldridge Investment Advisors Inc.367,171$11.55M2.5%+11.5%1.755%
2/11/2026 LPL Financial LLC443,338$13.94M0.0%+4.0%2.119%
2/11/2026 XML Financial LLC27,886$877K0.1%+20.1%0.133%
2/10/2026 Private Wealth Asset Management LLC200,236$6.30M0.7%+98.7%0.957%
2/10/2026 Pasadena Private Wealth LLC14,738$464K0.1%+3.6%0.070%
2/10/2026 Savant Capital LLC310,439$9.76M0.1%-65.6%1.484%
2/10/2026IFG Advisory LLC27,674$870K0.0%+12.6%0.132%
2/9/2026 Harbour Investments Inc.3,693$116K0.0%+23.1%0.018%
2/9/2026 Hantz Financial Services Inc.1,857,277$58.41M0.9%+11.7%8.878%
2/6/2026 EverSource Wealth Advisors LLC3,140$99K0.0%N/A0.015%
2/6/2026 Ignite Planners LLC10,012$339K0.1%N/A0.048%
2/6/2026 Global Retirement Partners LLC5,433$171K0.0%+8.7%0.026%
2/6/2026 Creative Financial Designs Inc. ADV12,985$408K0.0%-10.1%0.062%
2/6/2026Larson Financial Group LLC45,851$1.44M0.0%-65.1%0.219%
2/6/2026 Aviance Capital Partners LLC31,438$989K0.1%+5.3%0.150%
2/6/2026 HighTower Advisors LLC647,836$20.37M0.0%+11.8%3.097%
2/5/2026 Intrua Financial LLC50,646$1.59M0.2%-57.2%0.242%
2/5/2026 Legacy Financial Group LLC19,034$652K0.1%-7.3%0.091%
2/5/2026Thrivent Financial for Lutherans334,051$10.56M0.0%+148.1%1.597%
2/5/2026 Tilson Financial Group Inc.278,166$8.75M2.7%+3.5%1.330%
2/5/2026 Cornerstone Wealth Management LLC14,301$450K0.0%-8.6%0.068%
2/4/2026 Catalyst Financial Partners LLC111,925$3.52M0.4%+106.1%0.545%
2/4/2026 HORAN Wealth LLC45,030$1.42M0.2%+8.6%0.219%
2/3/2026 Eclectic Associates Inc. ADV17,413$548K0.1%-23.5%0.085%
2/2/2026 New England Capital Financial Advisors LLC494,151$15.54M6.1%+1.5%2.407%
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1/30/2026 Barnes Pettey Financial Advisors LLC37,241$1.17M0.6%+29.5%0.181%
1/29/2026 D.A. Davidson & CO.1,490,134$46.87M0.3%+6.6%7.323%
1/29/2026 UBS Group AG100,577$3.16M0.0%+9.9%0.494%
1/29/2026 Sanctuary Advisors LLC54,912$1.73M0.0%+15.0%0.270%
1/29/2026 Veracity Capital LLC19,686$619K0.2%+13.5%0.097%
1/28/2026 Geneos Wealth Management Inc.105,620$3.32M0.1%+3.2%0.519%
1/28/2026 Schmidt P J Investment Management Inc.14,350$451K0.1%+45.0%0.071%
1/27/2026 Davidson Trust Co.11,655$367K0.2%+13.7%0.057%
1/27/2026Earned Wealth Advisors LLC370,244$11.64M0.8%+37.9%1.819%
1/27/2026 Wealth Enhancement Trust Services Inc.598,903$18.84M2.4%N/A2.943%


RLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 134 institutional investors and hedge funds held shares of SPDR SSgA Multi-Asset Real Return ETF. The most heavily invested institutionals were Hantz Financial Services Inc. ($58.41M), D.A. Davidson & CO. ($55.69M), Envestnet Asset Management Inc. ($45.16M), Tobias Financial Advisors Inc. ($32.80M), Bank of America Corp DE ($32.10M), Corrigan Financial Inc. ($25.81M), and First International Bank & Trust ($23.99M).Learn more on SPDR SSgA Multi-Asset Real Return ETF's institutional investors.

Of the 122 institutional investors that purchased SPDR SSgA Multi-Asset Real Return ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tobias Financial Advisors Inc. ($1.04M), Savant Capital LLC ($902.35K), Wealth Enhancement Trust Services Inc. ($598.90K), Raymond James Financial Inc. ($555.17K), D.A. Davidson & CO. ($502.25K), New England Capital Financial Advisors LLC ($498.85K), and Johnson Bixby & Associates LLC ($492.44K).

Institutional investors have bought a total of 6,279,155 shares in the last 24 months. This purchase volume represents approximately $201.66M in transactions.

Of the 38 institutional investors that sold SPDR SSgA Multi-Asset Real Return ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Savant Capital LLC ($592.20K), Hantz Financial Services Inc. ($322.18K), Visionary Wealth Advisors ($242.66K), Larson Financial Group LLC ($85.58K), Intrua Financial LLC ($80.18K), Trilogy Capital Inc. ($75.13K), and Matrix Trust Co ($37.77K).

Institutional investors have sold a total of 1,666,146 shares in the last 24 months. This volume of shares sold represents approximately $51.97M in transactions.



Institutional ownership data for NYSEARCA:RLY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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