Pasadena Private Wealth’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
$362K Buy
12,447
+950
+8% +$27.6K 0.06% 133
2025
Q1
$328K Buy
11,497
+3,574
+45% +$102K 0.06% 136
2024
Q4
$214K Buy
7,923
+928
+13% +$25.1K 0.04% 137
2024
Q3
$201K Buy
+6,995
New +$201K 0.04% 140
2023
Q3
Sell
-8,647
Closed -$230K 110
2023
Q2
$230K Buy
8,647
+415
+5% +$11.1K 0.06% 88
2023
Q1
$227K Buy
8,232
+662
+9% +$18.3K 0.07% 84
2022
Q4
$208K Buy
+7,570
New +$208K 0.06% 88