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Great Valley Advisor Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Great Valley Advisor Group’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
2023
Q1 		– Sell
-25,295
Closed -$697K – 752
2022
Q4 		$697K Buy
+25,295
New +$708K 0.04% 379

Other funds holding RLY

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Great Valley Advisor Group's RLY Position: Q1 2023 in Review

Great Valley Advisor Group sold out of State Street Multi-Asset Real Return ETF (RLY) in Q1 2023, closing a stake of 25,295 shares — an estimated $697K sold.

Great Valley Advisor Group first reported a position in RLY in Q4 2022 and held it in 1 quarter. The position peaked at $697K in Q4 2022. 102 funds tracked by Wall St. Rank hold RLY as of Q1 2023.

  • Great Valley Advisor Group reported no remaining State Street Multi-Asset Real Return ETF position as of Q1 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 25,295 State Street Multi-Asset Real Return ETF shares in Q1 2023, an estimated $697K.
  • Great Valley Advisor Group first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and held it in 1 quarter.
  • Great Valley Advisor Group's State Street Multi-Asset Real Return ETF position peaked at $697K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2023.

Based on Great Valley Advisor Group's 13F filing for Q1 2023, filed 3 May 2023.