Gofen & Glossberg’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
2022
Q4
$1M Buy
36,304
+12,664
+54% +$355K 0.03% 243
2022
Q3
$613K Buy
23,640
+3,334
+16% +$93.3K 0.02% 284
2022
Q2
$568K Buy
+20,306
New +$619K 0.02% 294

Other funds holding RLY

Gofen & Glossberg's RLY Position: Q4 2022 in Review

Gofen & Glossberg increased its State Street Multi-Asset Real Return ETF (RLY) stake by 54% in Q4 2022, buying an estimated $355K and bringing the position to 36,304 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #243.

Gofen & Glossberg first reported a position in RLY in Q2 2022 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold RLY as of Q4 2022.

  • Gofen & Glossberg held 36,304 shares of State Street Multi-Asset Real Return ETF worth $1M as of Q4 2022.
  • Gofen & Glossberg bought 12,664 State Street Multi-Asset Real Return ETF shares in Q4 2022, an estimated $355K.
  • State Street Multi-Asset Real Return ETF made up 0.03% of Gofen & Glossberg's portfolio in Q4 2022, its #243 holding.
  • Gofen & Glossberg first reported a position in State Street Multi-Asset Real Return ETF in Q2 2022 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.