Atria Wealth Solutions’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
Q2
Sell
-57,192
Closed -$1.58M 1972
2023
Q1
$1.58M Buy
57,192
+29,942
+110% +$833K 0.02% 627
2022
Q4
$750K Buy
+27,250
New +$763K 0.01% 889

Other funds holding RLY

Atria Wealth Solutions's RLY Position: Q2 2023 in Review

Atria Wealth Solutions sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2023, closing a stake of 57,192 shares — an estimated $1.58M sold.

Atria Wealth Solutions first reported a position in RLY in Q4 2022 and held it in 2 quarters. The position peaked at $1.58M in Q1 2023. 99 funds tracked by Wall St. Rank hold RLY as of Q2 2023.

  • Atria Wealth Solutions reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 57,192 State Street Multi-Asset Real Return ETF shares in Q2 2023, an estimated $1.58M.
  • Atria Wealth Solutions first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's State Street Multi-Asset Real Return ETF position peaked at $1.58M in Q1 2023.
  • 99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.