PCS
Private Client Services’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 | $3.22M | Buy |
110,787
+34,599
| +45% | +$1.01M | 1.26% | 18 |
|
|
2025
Q1 | $2.17M | Buy |
76,188
+43,810
| +135% | +$1.25M | 1.08% | 26 |
|
|
2024
Q4 | $875K | Sell |
32,378
-16,911
| -34% | -$457K | 0.47% | 58 |
|
|
2024
Q3 | $1.42M | Buy |
49,289
+7,819
| +19% | +$225K | 0.76% | 42 |
|
|
2024
Q2 | $1.15M | Buy |
41,470
+2,026
| +5% | +$56K | 0.72% | 39 |
|
|
2024
Q1 | $1.1M | Buy |
39,444
+12,363
| +46% | +$346K | 0.74% | 42 |
|
|
2023
Q4 | $737K | Buy |
+27,081
| New | +$737K | 0.61% | 49 |
|