RIA
PRIV

Realta Investment Advisors’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Realta Investment Advisors’s Portfolio PRIV Stock Details PRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,009
Closed -$202K – 360
2025
Q2 		$202K Buy
+8,009
New +$199K 0.08% 176

Other funds holding PRIV

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AFWM
Abich Financial Wealth Management Ashburn, Virginia $281M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $318M AUM 11.75% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Realta Investment Advisors's PRIV Position: Q3 2025 in Review

Realta Investment Advisors sold out of State Street IG Public & Private Credit ETF (PRIV) in Q3 2025, closing a stake of 8,009 shares — an estimated $202K sold.

Realta Investment Advisors first reported a position in PRIV in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 22 funds tracked by Wall St. Rank hold PRIV as of Q3 2025.

  • Realta Investment Advisors reported no remaining State Street IG Public & Private Credit ETF position as of Q3 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 8,009 State Street IG Public & Private Credit ETF shares in Q3 2025, an estimated $202K.
  • Realta Investment Advisors first reported a position in State Street IG Public & Private Credit ETF in Q2 2025 and held it in 1 quarter.
  • Realta Investment Advisors's State Street IG Public & Private Credit ETF position peaked at $202K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.