Ellenbecker Investment Group’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
Q1 | – | Sell |
-10,804
| Closed | -$292K | – | 115 |
|
|
2024
Q4 | $292K | Sell |
10,804
-10,204
| -49% | -$276K | 0.05% | 89 |
|
|
2024
Q3 | $604K | Sell |
21,008
-6,695
| -24% | -$192K | 0.11% | 57 |
|
|
2024
Q2 | $765K | Sell |
27,703
-464
| -2% | -$12.8K | 0.15% | 49 |
|
|
2024
Q1 | $787K | Buy |
28,167
+3,042
| +12% | +$85K | 0.17% | 49 |
|
|
2023
Q4 | $683K | Buy |
25,125
+3,681
| +17% | +$100K | 0.16% | 50 |
|
|
2023
Q3 | $578K | Buy |
21,444
+1,334
| +7% | +$36K | 0.15% | 52 |
|
|
2023
Q2 | $535K | Buy |
20,110
+1,351
| +7% | +$35.9K | 0.13% | 53 |
|
|
2023
Q1 | $517K | Buy |
+18,759
| New | +$517K | 0.14% | 53 |
|