LWM Advisory Services’s State Street Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
Other funds holding RLY
MMA
HFS
DADC
NECFA
LWM Advisory Services's RLY Position: Q2 2023 in Review
LWM Advisory Services sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2023, closing a stake of 55,376 shares — an estimated $1.53M sold.
LWM Advisory Services first reported a position in RLY in Q4 2022 and held it in 2 quarters. The position peaked at $5.95M in Q4 2022. 99 funds tracked by Wall St. Rank hold RLY as of Q2 2023.
- LWM Advisory Services reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2023 after selling out during the quarter.
- LWM Advisory Services sold 55,376 State Street Multi-Asset Real Return ETF shares in Q2 2023, an estimated $1.53M.
- LWM Advisory Services first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and held it in 2 quarters.
- LWM Advisory Services's State Street Multi-Asset Real Return ETF position peaked at $5.95M in Q4 2022.
- 99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2023.
Based on LWM Advisory Services's 13F filing for Q2 2023, filed 7 Aug 2023.