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

Cetera Advisors’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
2024
Q1 		– Sell
-10,757
Closed -$293K – 2475
2023
Q4 		$293K Sell
10,757
-200
-2% -$5.36K ﹤0.01% 1441
2023
Q3 		$295K Buy
10,957
+2,679
+32% +$73.2K ﹤0.01% 1324
2023
Q2 		$220K Buy
+8,278
New +$225K ﹤0.01% 1457

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisors's RLY Position: Q1 2024 in Review

Cetera Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q1 2024, closing a stake of 10,757 shares — an estimated $293K sold.

Cetera Advisors first reported a position in RLY in Q2 2023 and held it in 3 quarters. The position peaked at $295K in Q3 2023. 99 funds tracked by Wall St. Rank hold RLY as of Q1 2024.

  • Cetera Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 10,757 State Street Multi-Asset Real Return ETF shares in Q1 2024, an estimated $293K.
  • Cetera Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q2 2023 and held it in 3 quarters.
  • Cetera Advisors's State Street Multi-Asset Real Return ETF position peaked at $295K in Q3 2023.
  • 99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.