
SPDR SSgA Multi-Asset Real Return ETF is an exchange-traded fund on ARCA. As of Q3 2025, 122 institutional investors hold shares in this ETF, with total holdings valued at $531.6M. HANTZ FINANCIAL SERVICES, INC. is the largest holder with a position valued at $51.3M.
Overview of institutional ownership in RLY as of Q3 2025
Institutions with the largest positions in RLY as of Q3 2025
| Institution | Position Value |
|---|---|
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth | $51.3M 0.84% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $45.2M 0.01% of portfolio |
D DAVIDSON D A & CO Institution | $43.2M 0.28% of portfolio |
TOBIAS FINANCIAL ADVISORS, INC. RIA/Wealth | $29.7M 4.52% of portfolio |
Savant Capital, LLC RIA/Wealth | $27.9M 0.15% of portfolio |
MORGAN STANLEY RIA/Wealth | $26.1M 0.00% of portfolio |
F First International Bank & Trust Institution | $24.0M 8.34% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $23.1M 0.00% of portfolio |
Capital Analysts, Inc. RIA/Wealth | $20.6M 0.63% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $17.9M 0.02% of portfolio |
Institutional buying and selling activity for RLY in Q3 2025
| Institution | Net Bought |
|---|---|
TOBIAS FINANCIAL ADVISORS, INC. RIA/Wealth | +$29.7M +963.2K shares |
RFG - Bristol Wealth Advisors, LLC RIA/Wealth | +$7.2M +232.9K shares |
HighTower Advisors, LLC RIA/Wealth | +$6.6M +215.3K shares |
D DAVIDSON D A & CO Institution | +$4.3M +138.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$4.0M +130.1K shares |
L LPL Financial LLC Institution | +$3.8M +122.8K shares |
Private Wealth Asset Management, LLC RIA/Wealth | +$3.1M +100.6K shares |
PRIVATE CLIENT SERVICES, LLC RIA/Wealth | +$2.2M +70.4K shares |
Summit Financial, LLC RIA/Wealth | +$1.9M +61.3K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$1.9M +60.4K shares |
| Institution | Net Sold |
|---|---|
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth | −$9.9M −322.2K shares |
Visionary Wealth Advisors RIA/Wealth | −$3.0M −96.3K shares |
Retireful, LLC ETF Provider | −$2.3M −79.0K shares |
WELLS FARGO & COMPANY/MN Institution | −$1.3M −41.2K shares |
F First International Bank & Trust Institution | −$866.8K −28.1K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$818.4K −26.5K shares |
Trilogy Capital Inc. RIA/Wealth | −$454.8K −14.7K shares |
A ATRIA INVESTMENTS LLC Institution | −$318.8K −10.3K shares |
R RMB Capital Management, LLC RIA/Wealth | −$312.6K −10.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$293.1K −10.1K shares |
Institutions that initiated new positions or completely exited RLY in Q3 2025
| Institution | Position Value |
|---|---|
TOBIAS FINANCIAL ADVISORS, INC. RIA/Wealth | $29.7M 963.2K shares |
RFG - Bristol Wealth Advisors, LLC RIA/Wealth | $7.2M 232.9K shares |
Summit Financial, LLC RIA/Wealth | $1.9M 61.3K shares |
HORAN Wealth, LLC RIA/Wealth | $1.3M 41.5K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | $665.2K 21.5K shares |
C CITY NATIONAL BANK OF FLORIDA /MSD Institution | $401.5K 13.0K shares |
Simplicity Wealth,LLC RIA/Wealth | $401.5K 13.0K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $1.6K 53.0 shares |
| Institution | Previous Position |
|---|---|
Retireful, LLC ETF Provider | $2.3M 79.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $293.1K 10.1K shares |
Strategic Wealth Partners, Ltd. RIA/Wealth | $1.6K 56.0 shares |
Park Square Financial Group, LLC RIA/Wealth | $844.0 29.0 shares |
Institutions with the largest Call and Put options positions in RLY as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with RLY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F First International Bank & Trust Institution | 8.34% $24.0M |
N New England Capital Financial Advisors LLC Institution | 6.43% $15.0M |
TOBIAS FINANCIAL ADVISORS, INC. RIA/Wealth | 4.52% $29.7M |
Freedom Financial Partners LLC RIA/Wealth | 3.66% $9.6M |
Tilson Financial Group, Inc. RIA/Wealth | 2.73% $8.3M |
Eldridge Investment Advisors, Inc. RIA/Wealth | 2.32% $10.2M |
RFG - Bristol Wealth Advisors, LLC RIA/Wealth | 2.08% $7.2M |
PRIVATE CLIENT SERVICES, LLC RIA/Wealth | 1.88% $5.6M |
Harbor Group, Inc. RIA/Wealth | 1.49% $9.1M |
CAPITAL PERFORMANCE ADVISORS LLP RIA/Wealth | 1.37% $8.3M |
Discover hedge funds investing in RLY


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $897.0M | 21.96% | |
ETF ETF | $680.4M | 16.66% | |
ETF ETF | $464.3M | 11.37% |
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