Moran Wealth Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-90,780
Closed -$2.5M 413
2023
Q1
$2.5M Buy
90,780
+609
+0.7% +$16.9K 0.09% 204
2022
Q4
$2.48M Buy
+90,171
New +$2.52M 0.09% 199

Other funds holding RLY

Moran Wealth Management's RLY Position: Q2 2023 in Review

Moran Wealth Management sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2023, closing a stake of 90,780 shares — an estimated $2.5M sold.

Moran Wealth Management first reported a position in RLY in Q4 2022 and held it in 2 quarters. The position peaked at $2.5M in Q1 2023. 99 funds tracked by Wall St. Rank hold RLY as of Q2 2023.

  • Moran Wealth Management reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 90,780 State Street Multi-Asset Real Return ETF shares in Q2 2023, an estimated $2.5M.
  • Moran Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's State Street Multi-Asset Real Return ETF position peaked at $2.5M in Q1 2023.
  • 99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.