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Gradient Investments’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Gradient Investments’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
Q3 		– Sell
-223
Closed -$6.16K – 1054
2024
Q2 		$6.16K Buy
+223
New +$6.29K ﹤0.01% 823

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 $18.1B AUM 24.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Gradient Investments's RLY Position: Q3 2024 in Review

Gradient Investments sold out of State Street Multi-Asset Real Return ETF (RLY) in Q3 2024, closing a stake of 223 shares — an estimated $6.16K sold.

Gradient Investments first reported a position in RLY in Q2 2024 and held it in 1 quarter. The position peaked at $6.16K in Q2 2024. 98 funds tracked by Wall St. Rank hold RLY as of Q3 2024.

  • Gradient Investments reported no remaining State Street Multi-Asset Real Return ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 223 State Street Multi-Asset Real Return ETF shares in Q3 2024, an estimated $6.16K.
  • Gradient Investments first reported a position in State Street Multi-Asset Real Return ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's State Street Multi-Asset Real Return ETF position peaked at $6.16K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.