Advisor Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Advisor Group’s Portfolio RLY Stock Details RLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1K	Hold	55	–	–	﹤0.01%	5182
2019 Q3	$1K	Hold	55	–	–	﹤0.01%	5153
2019 Q2	$1K	Hold	55	–	–	﹤0.01%	5138
2019 Q1	$1K	Hold	55	–	–	﹤0.01%	5108
2018 Q4	$1K	Hold	55	–	–	﹤0.01%	4997
2018 Q3	$1K	Hold	55	–	–	﹤0.01%	4998
2018 Q2	$1K	Hold	55	–	–	﹤0.01%	4822
2018 Q1	$1K	Hold	55	–	–	﹤0.01%	4845
2017 Q4	$1K	Hold	55	–	–	﹤0.01%	4849
2017 Q3	$1K	Hold	55	–	–	﹤0.01%	4713
2017 Q2	$1K	Hold	55	–	–	﹤0.01%	4664
2017 Q1	$1K	Buy	+55	New	+$1.35K	﹤0.01%	4568

Other funds holding RLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisor Group's RLY Position: Q4 2019 in Review

Advisor Group held its State Street Multi-Asset Real Return ETF (RLY) position steady in Q4 2019 at 55 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5182.

Advisor Group first reported a position in RLY in Q1 2017 and has held it in 12 quarters since. 30 funds tracked by Wall St. Rank hold RLY as of Q4 2019.

Advisor Group held 55 shares of State Street Multi-Asset Real Return ETF worth $1K as of Q4 2019.
Advisor Group left its State Street Multi-Asset Real Return ETF share count unchanged in Q4 2019.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5182 holding.
Advisor Group first reported a position in State Street Multi-Asset Real Return ETF in Q1 2017 and has held it in 12 quarters since.
30 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.