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

$28.66
+0.34 (+1.20%)
(As of 05/9/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$97.59M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$101.85M
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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
5/9/2024HBK Sorce Advisory LLC81,515$2.28M0.1%-21.3%0.396%
5/4/2024 Geneos Wealth Management Inc.57,816$1.62M0.1%+11.0%0.281%
5/2/2024 Horan Securities Inc.31,124$870K0.4%+32.0%0.151%
4/30/2024 Private Advisor Group LLC40,572$1.13M0.0%-24.4%0.197%
4/30/2024 Independent Family Office LLC123,735$3.46M1.9%+0.5%0.602%
4/30/2024Commonwealth Equity Services LLC21,546$602K0.0%-17.5%0.105%
4/25/2024 Tilson Financial Group Inc.240,345$6.72M3.6%+5.0%1.242%
4/23/2024 Raymond James Financial Services Advisors Inc.58,147$1.63M0.0%+64.9%0.301%
4/22/2024 Corrigan Financial Inc.840,086$23.48M6.0%+249.5%4.342%
4/19/2024 Veracity Capital LLC13,904$389K0.2%+6.3%0.072%
4/18/2024 Miracle Mile Advisors LLC1,006,910$28.14M0.7%-10.2%5.204%
4/18/2024 Aviance Capital Partners LLC28,417$794K0.1%-5.9%0.147%
4/17/2024 Trilogy Capital Inc.378,882$10.59M0.6%N/A1.958%
4/17/2024 Cornerstone Wealth Group LLC167,083$4.67M0.4%-3.2%0.863%
4/16/2024 DeDora Capital Inc.122,705$3.43M1.1%-22.1%0.634%
4/16/2024 Register Financial Advisors LLC25,861$723K0.4%+6.3%0.134%
4/16/2024 Harbor Group Inc.303,069$8.47M2.2%+3.3%1.566%
4/16/2024 Wealth Enhancement Advisory Services LLC72,927$2.04M0.0%-6.0%0.377%
4/12/2024 Fermata Advisors LLC7,228$202K0.0%N/A0.037%
4/11/2024 &PARTNERS30,361$849K0.1%N/A0.154%
4/10/2024 Legacy Financial Group LLC26,873$751K0.2%N/A0.136%
2/14/2024Visionary Wealth Advisors293,855$8.00M0.6%-11.7%1.490%
2/14/2024Regal Investment Advisors LLC82,048$2.23M0.2%+2.3%0.416%
2/12/2024 Shepherd Financial Partners LLC10,776$293K0.0%+6.5%0.055%
2/12/2024Scotia Capital Inc.43,812$1.19M0.0%-2.7%0.222%
2/12/2024 Fortress Wealth Management Inc.205,292$5.59M3.0%-33.5%1.041%
2/9/2024Orion Portfolio Solutions LLC15,666$424K0.0%+30.1%0.079%
2/9/2024D.A. Davidson & CO.985,864$26.84M0.3%+4.3%4.999%
2/9/2024Wells Fargo & Company MN588,294$16.01M0.0%-23.3%2.983%
2/8/2024 NorthRock Partners LLC13,468$367K0.0%-15.4%0.068%
2/8/2024Curi Wealth Management LLC260,420$7.09M1.0%+9.5%1.321%
2/7/2024 Horan Securities Inc.23,580$642K0.3%+13.4%0.120%
2/6/2024 Aviance Capital Partners LLC30,185$822K0.2%N/A0.153%
2/6/2024 Apollon Wealth Management LLC638,685$17.39M0.6%+47.8%3.239%
2/6/2024 Private Advisor Group LLC53,670$1.46M0.0%-23.8%0.272%
2/6/2024Eldridge Investment Advisors Inc.288,734$7.86M2.1%-0.6%1.464%
2/5/2024 Auxano Advisors LLC182,378$4.96M1.7%+4.5%0.925%
1/30/2024 Independent Family Office LLC123,120$3.35M1.9%-18.2%0.624%
1/30/2024Private Client Services LLC27,081$737K0.6%N/A0.137%
1/29/2024 ORG Partners LLC1,834$50K0.0%+77.5%0.009%
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1/29/2024 Tilson Financial Group Inc.228,911$6.23M4.0%+3.0%1.161%
1/29/2024 MBE Wealth Management LLC79,884$2.17M1.1%-1.8%0.405%
1/26/2024 Geneos Wealth Management Inc.52,072$1.42M0.1%+1.5%0.264%
1/25/2024HBK Sorce Advisory LLC103,634$2.82M0.1%+13.4%0.526%
1/25/2024 International Assets Investment Management LLC38,559$1.05M0.0%N/A0.196%
1/25/2024 Retireful LLC130,485$3.55M1.5%N/A0.662%
1/24/2024 International Assets Investment Management LLC38,559$1.05M0.0%N/A0.196%
1/23/2024 Corrigan Financial Inc.240,383$6.54M2.0%+1.9%1.219%
1/22/2024 Veracity Capital LLC13,086$356K0.1%-4.1%0.066%
1/22/2024 Miracle Mile Advisors LLC1,120,726$30.51M0.8%-44.3%5.683%
1/19/2024 AdvisorNet Financial Inc193,513$5.27M0.5%+16.7%0.981%
1/18/2024 DeDora Capital Inc.157,548$4.29M1.5%-11.8%0.799%
1/16/2024 FSC Wealth Advisors LLC9,666$263K0.2%+61.0%0.049%
1/16/2024 Raymond James Financial Services Advisors Inc.35,257$960K0.0%+37.3%0.179%
1/16/2024 Raymond James & Associates36,985$1.01M0.0%-17.2%0.188%
1/16/2024 Eclectic Associates Inc. ADV38,299$1.04M0.5%+35.9%0.194%
1/12/2024 Twelve Points Wealth Management LLC43,070$1.17M0.6%+4.6%0.218%
1/12/2024 Register Financial Advisors LLC24,327$662K0.4%+4.4%0.123%
1/10/2024 Creative Financial Designs Inc. ADV21,026$572K0.1%-4.3%0.107%
1/10/2024 Cornerstone Wealth Management LLC9,306$253K0.0%+4.5%0.047%
1/10/2024 Harbor Group Inc.293,472$7.99M2.3%+26.2%1.488%
11/13/2023Visionary Wealth Advisors332,633$8.97M0.7%-11.7%1.687%
11/13/2023LPL Financial LLC502,952$13.56M0.0%+1.6%2.550%
11/13/2023Regal Investment Advisors LLC80,166$2.16M0.2%+1.8%0.407%
11/13/2023Envestnet Asset Management Inc.994,132$26.80M0.0%+3.9%5.041%
11/13/2023Kestra Advisory Services LLC8,819$238K0.0%N/A0.045%
11/13/2023WCG Wealth Advisors LLC35,890$968K0.1%+48.9%0.182%
11/9/2023UBS Group AG700,469$18.89M0.0%+1.9%3.552%
11/8/2023 HighTower Advisors LLC670,101$18.07M0.0%+8.5%3.398%
11/8/2023D.A. Davidson & CO.945,070$25.48M0.3%+2.7%4.792%
11/8/2023 Auxano Advisors LLC174,520$4.71M1.9%+84.8%0.885%
11/7/2023 Cornerstone Wealth Management LLC8,902$240K0.0%N/A0.045%
11/6/2023 New England Capital Financial Advisors LLC1,164$31K0.0%-99.8%0.006%
11/6/2023HBK Sorce Advisory LLC91,406$2.46M0.1%-30.0%0.464%
11/6/2023Eldridge Investment Advisors Inc.290,483$7.83M2.6%+16.1%1.473%
11/6/2023Curi Wealth Management LLC237,766$6.41M0.9%-5.8%1.206%
11/3/2023 ORG Partners LLC1,033$28K0.0%-42.5%0.005%
11/3/2023 Private Advisor Group LLC70,438$1.90M0.0%-46.3%0.357%
11/2/2023 Lwmg LLC394,497$10.64M2.9%+4.9%2.000%
11/1/2023 Horan Securities Inc.20,802$561K0.3%-16.8%0.105%
11/1/2023Orion Portfolio Solutions LLC12,039$325K0.0%+16.4%0.061%
10/30/2023Capital Planning Advisors LLC497,093$13.40M2.8%+0.8%2.521%
10/25/2023 Veracity Capital LLC13,644$368K0.2%-8.1%0.069%
10/25/2023 Miracle Mile Advisors LLC2,010,322$54.20M1.7%+1.2%10.194%
10/25/2023 Eclectic Associates Inc. ADV28,181$760K0.4%-19.8%0.143%
10/24/2023 NorthRock Partners LLC15,928$429K0.0%N/A0.081%
10/24/2023 Raymond James Financial Services Advisors Inc.25,681$692K0.0%-21.3%0.130%
10/24/2023 Raymond James & Associates44,665$1.20M0.0%-52.4%0.226%
10/24/2023 FSC Wealth Advisors LLC6,004$162K0.2%+7.7%0.030%
10/24/2023 Cambridge Investment Research Advisors Inc.84,381$2.28M0.0%+470.6%0.428%
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10/23/2023Commonwealth Equity Services LLC20,718$559K0.0%+69.5%0.105%
10/20/2023Avestar Capital LLC193,838$5.23M0.7%-45.7%0.983%
10/18/2023 DeDora Capital Inc.178,568$4.81M1.9%-5.9%0.906%
10/17/2023 Flagship Harbor Advisors LLC14,218$383K0.0%-5.3%0.072%
10/16/2023 Corrigan Financial Inc.235,912$6.36M2.2%-2.0%1.196%
10/16/2023 MBE Wealth Management LLC81,309$2.19M1.3%-8.5%0.412%
10/13/2023 Register Financial Advisors LLC23,291$628K0.5%+4.4%0.118%
10/12/2023 AdvisorNet Financial Inc165,855$4.47M0.4%+1.8%0.841%
10/12/2023 Wealthcare Advisory Partners LLC10,246$276K0.0%N/A0.052%
10/11/2023 Harbor Group Inc.232,586$6.27M3.5%+2.4%1.179%
(Data available from 1/1/2016 forward)

RLY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RLY shares?

During the previous two years, 118 institutional investors and hedge funds held shares of SPDR SSgA Multi-Asset Real Return ETF. The most heavily invested institutionals were Bank of America Corp DE ($39.48M), Miracle Mile Advisors LLC ($28.14M), D.A. Davidson & CO. ($26.84M), Envestnet Asset Management Inc. ($26.80M), Corrigan Financial Inc. ($23.48M), UBS Group AG ($18.89M), and HighTower Advisors LLC ($18.07M).Learn more on RLY's institutional investors.

Which institutional investors have been buying SPDR SSgA Multi-Asset Real Return ETF stock?

Of the 109 institutional investors that purchased SPDR SSgA Multi-Asset Real Return ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Miracle Mile Advisors LLC ($2.21M), Bank of America Corp DE ($667.11K), Corrigan Financial Inc. ($604.17K), Private Advisor Group LLC ($550.91K), New England Capital Financial Advisors LLC ($550.48K), Visionary Wealth Advisors ($420.22K), and UBS Group AG ($400.47K).

How much institutional buying is happening at SPDR SSgA Multi-Asset Real Return ETF?

Institutional investors have bought a total of 12,947,694 shares in the last 24 months. This purchase volume represents approximately $357.12M in transactions.

Which SPDR SSgA Multi-Asset Real Return ETF major shareholders have been selling company stock?

Of the 56 institutional investors that sold SPDR SSgA Multi-Asset Real Return ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Miracle Mile Advisors LLC ($1.20M), New England Capital Financial Advisors LLC ($549.31K), Brandywine Oak Private Wealth LLC ($485.96K), Private Advisor Group LLC ($270.63K), Banco Santander S.A. ($231.50K), Wells Fargo & Company MN ($179.04K), and Avestar Capital LLC ($162.91K).

How much institutional selling is happening at SPDR SSgA Multi-Asset Real Return ETF?

Institutional investors have sold a total of 4,612,930 shares in the last 24 months. This volume of shares sold represents approximately $125.54M in transactions.


This page (NYSEARCA:RLY) was last updated on 5/10/2024 by MarketBeat.com Staff

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