Principle Wealth Partners’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
2022
Q4
Sell
-20,592
Closed -$534 318
2022
Q3
$534 Sell
20,592
-4,679
-19% -$131K 0.05% 175
2022
Q2
$707K Buy
25,271
+15,098
+148% +$460K 0.09% 164
2022
Q1
$314K Buy
+10,173
New +$293K 0.03% 255

Other funds holding RLY

Principle Wealth Partners's RLY Position: Q4 2022 in Review

Principle Wealth Partners sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2022, closing a stake of 20,592 shares — an estimated $534 sold.

Principle Wealth Partners first reported a position in RLY in Q1 2022 and held it in 3 quarters. The position peaked at $707K in Q2 2022. 109 funds tracked by Wall St. Rank hold RLY as of Q4 2022.

  • Principle Wealth Partners reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2022 after selling out during the quarter.
  • Principle Wealth Partners sold 20,592 State Street Multi-Asset Real Return ETF shares in Q4 2022, an estimated $534.
  • Principle Wealth Partners first reported a position in State Street Multi-Asset Real Return ETF in Q1 2022 and held it in 3 quarters.
  • Principle Wealth Partners's State Street Multi-Asset Real Return ETF position peaked at $707K in Q2 2022.
  • 109 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2022.

Based on Principle Wealth Partners's 13F filing for Q4 2022, filed 2 Feb 2023.