Legacy Financial Group (Iowa)’s SPDR SSGA Multi-Asset Real Return ETF RLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Sell |
20,526
-517
| -2% | -$15K | 0.08% | 70 |
|
|
2025
Q1 | $601K | Sell |
21,043
-2,381
| -10% | -$68K | 0.09% | 63 |
|
|
2024
Q4 | $633K | Buy |
23,424
+17
| +0.1% | +$459 | 0.1% | 65 |
|
|
2024
Q3 | $673K | Sell |
23,407
-2,352
| -9% | -$67.6K | 0.13% | 48 |
|
|
2024
Q2 | $712K | Sell |
25,759
-1,114
| -4% | -$30.8K | 0.14% | 56 |
|
|
2024
Q1 | $751K | Buy |
+26,873
| New | +$751K | 0.15% | 54 |
|
|
2023
Q4 | – | Sell |
-27,575
| Closed | -$743K | – | 409 |
|
|
2023
Q3 | $743K | Sell |
27,575
-269
| -1% | -$7.25K | 0.17% | 51 |
|
|
2023
Q2 | $741K | Sell |
27,844
-1,527
| -5% | -$40.7K | 0.19% | 37 |
|
|
2023
Q1 | $810K | Sell |
29,371
-3,917
| -12% | -$108K | 0.22% | 35 |
|
|
2022
Q4 | $917K | Sell |
33,288
-3,164
| -9% | -$87.1K | 0.27% | 34 |
|
|
2022
Q3 | $945K | Sell |
36,452
-24,625
| -40% | -$638K | 0.32% | 24 |
|
|
2022
Q2 | $1.71M | Sell |
61,077
-2,515
| -4% | -$70.3K | 0.54% | 23 |
|
|
2022
Q1 | $1.96M | Buy |
63,592
+51,941
| +446% | +$1.6M | 0.57% | 25 |
|
|
2021
Q4 | $318K | Sell |
11,651
-54,196
| -82% | -$1.48M | 0.14% | 33 |
|
|
2021
Q3 | $1.88M | Sell |
65,847
-685
| -1% | -$19.6K | 0.56% | 26 |
|
|
2021
Q2 | $1.9M | Sell |
66,532
-4,802
| -7% | -$137K | 0.57% | 28 |
|
|
2021
Q1 | $1.9M | Sell |
71,334
-29,242
| -29% | -$779K | 0.66% | 28 |
|
|
2020
Q4 | $2.48M | Buy |
+100,576
| New | +$2.48M | 0.95% | 25 |
|