Independent Family Office’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
Q2 | $1.15M | Sell |
39,611
-2,685
| -6% | -$78.1K | 0.53% | 35 |
|
|
2025
Q1 | $1.21M | Hold |
42,296
| – | – | 0.63% | 28 |
|
|
2024
Q4 | $1.14M | Sell |
42,296
-111,049
| -72% | -$3M | 0.59% | 32 |
|
|
2024
Q3 | $4.4M | Buy |
153,345
+14,277
| +10% | +$410K | 2.21% | 11 |
|
|
2024
Q2 | $3.84M | Buy |
139,068
+15,333
| +12% | +$424K | 2.19% | 11 |
|
|
2024
Q1 | $3.46M | Buy |
123,735
+615
| +0.5% | +$17.2K | 1.86% | 11 |
|
|
2023
Q4 | $3.35M | Sell |
123,120
-27,400
| -18% | -$746K | 1.9% | 12 |
|
|
2023
Q3 | $4.06M | Sell |
150,520
-2,825
| -2% | -$76.2K | 2.53% | 10 |
|
|
2023
Q2 | $4.08M | Sell |
153,345
-1,115
| -0.7% | -$29.7K | 2.47% | 10 |
|
|
2023
Q1 | $4.26M | Buy |
154,460
+6,245
| +4% | +$172K | 2.46% | 12 |
|
|
2022
Q4 | $4.08M | Buy |
148,215
+7,017
| +5% | +$193K | 2.45% | 10 |
|
|
2022
Q3 | $3.66M | Sell |
141,198
-105,786
| -43% | -$2.74M | 1.8% | 11 |
|
|
2022
Q2 | $93.2K | Buy |
246,984
+228,713
| +1,252% | +$86.3K | 45.98% | 1 |
|
|
2022
Q1 | $563K | Buy |
+18,271
| New | +$563K | 0.18% | 42 |
|