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Jaffetilchin Investment Partners’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-434
Closed -$12.5K – 1095
2024
Q3 		$12.5K Buy
+434
New +$12.1K ﹤0.01% 858

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Jaffetilchin Investment Partners's RLY Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2024, closing a stake of 434 shares — an estimated $12.5K sold.

Jaffetilchin Investment Partners first reported a position in RLY in Q3 2024 and held it in 1 quarter. The position peaked at $12.5K in Q3 2024. 114 funds tracked by Wall St. Rank hold RLY as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 434 State Street Multi-Asset Real Return ETF shares in Q4 2024, an estimated $12.5K.
  • Jaffetilchin Investment Partners first reported a position in State Street Multi-Asset Real Return ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's State Street Multi-Asset Real Return ETF position peaked at $12.5K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.