Arkadios Wealth Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,381
Closed -$258K 632
2022
Q4
$258K Buy
+9,381
New +$263K 0.03% 446

Other funds holding RLY

Arkadios Wealth Advisors's RLY Position: Q1 2023 in Review

Arkadios Wealth Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q1 2023, closing a stake of 9,381 shares — an estimated $258K sold.

Arkadios Wealth Advisors first reported a position in RLY in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 102 funds tracked by Wall St. Rank hold RLY as of Q1 2023.

  • Arkadios Wealth Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q1 2023 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 9,381 State Street Multi-Asset Real Return ETF shares in Q1 2023, an estimated $258K.
  • Arkadios Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and held it in 1 quarter.
  • Arkadios Wealth Advisors's State Street Multi-Asset Real Return ETF position peaked at $258K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.