Keystone Financial Group (Kentucky)’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
$553K Sell
19,012
-232
-1% -$6.75K 0.05% 218
2025
Q1
$549K Sell
19,244
-200
-1% -$5.71K 0.06% 204
2024
Q4
$525K Buy
19,444
+115
+0.6% +$3.11K 0.05% 208
2024
Q3
$556K Buy
+19,329
New +$556K 0.07% 178
2024
Q2
Sell
-17,415
Closed -$487K 268
2024
Q1
$487K Buy
17,415
+3,461
+25% +$96.7K 0.07% 186
2023
Q4
$380K Buy
13,954
+883
+7% +$24K 0.07% 185
2023
Q3
$352K Buy
13,071
+802
+7% +$21.6K 0.06% 199
2023
Q2
$327K Buy
+12,269
New +$327K 0.06% 204