Barnes Pettey Financial Advisors’s SPDR SSGA Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
17,961
+2,765
| +18% | +$80.4K | 0.35% | 57 |
|
|
2025
Q1 | $434K | Buy |
15,196
+2,587
| +21% | +$73.8K | 0.34% | 58 |
|
|
2024
Q4 | $341K | Buy |
12,609
+1,048
| +9% | +$28.3K | 0.26% | 68 |
|
|
2024
Q3 | $332K | Buy |
11,561
+421
| +4% | +$12.1K | 0.27% | 65 |
|
|
2024
Q2 | $308K | Buy |
11,140
+601
| +6% | +$16.6K | 0.26% | 66 |
|
|
2024
Q1 | $295K | Sell |
10,539
-19,562
| -65% | -$547K | 0.25% | 68 |
|
|
2023
Q4 | $819K | Buy |
30,101
+289
| +1% | +$7.87K | 0.67% | 32 |
|
|
2023
Q3 | $804K | Buy |
29,812
+1,369
| +5% | +$36.9K | 0.74% | 33 |
|
|
2023
Q2 | $757K | Buy |
28,443
+1,290
| +5% | +$34.4K | 0.65% | 36 |
|
|
2023
Q1 | $749K | Buy |
27,153
+1,231
| +5% | +$34K | 0.72% | 36 |
|
|
2022
Q4 | $714K | Buy |
+25,922
| New | +$714K | 0.74% | 37 |
|