RIA
Regal Investment Advisors’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 | $2.28M | Sell |
78,336
-2,593
| -3% | -$75.4K | 0.17% | 141 |
|
|
2025
Q1 | $2.31M | Buy |
80,929
+529
| +0.7% | +$15.1K | 0.19% | 137 |
|
|
2024
Q4 | $2.17M | Sell |
80,400
-2,708
| -3% | -$73.2K | 0.16% | 146 |
|
|
2024
Q3 | $2.39M | Sell |
83,108
-4,236
| -5% | -$122K | 0.17% | 153 |
|
|
2024
Q2 | $2.41M | Sell |
87,344
-1,650
| -2% | -$45.6K | 0.16% | 152 |
|
|
2024
Q1 | $2.49M | Buy |
88,994
+6,946
| +8% | +$194K | 0.17% | 147 |
|
|
2023
Q4 | $2.23M | Buy |
82,048
+1,882
| +2% | +$51.2K | 0.17% | 147 |
|
|
2023
Q3 | $2.16M | Buy |
80,166
+1,379
| +2% | +$37.2K | 0.18% | 141 |
|
|
2023
Q2 | $2.1M | Sell |
78,787
-2,397
| -3% | -$63.8K | 0.18% | 139 |
|
|
2023
Q1 | $2.24M | Sell |
81,184
-11,457
| -12% | -$316K | 0.2% | 132 |
|
|
2022
Q4 | $2.55M | Sell |
92,641
-893
| -1% | -$24.6K | 0.25% | 104 |
|
|
2022
Q3 | $2.43M | Sell |
93,534
-1,343
| -1% | -$34.8K | 0.26% | 104 |
|
|
2022
Q2 | $2.65M | Buy |
94,877
+1,287
| +1% | +$36K | 0.28% | 96 |
|
|
2022
Q1 | $2.89M | Buy |
93,590
+1,719
| +2% | +$53K | 0.26% | 98 |
|
|
2021
Q4 | $2.48M | Buy |
91,871
+7,157
| +8% | +$193K | 0.22% | 109 |
|
|
2021
Q3 | $2.42M | Sell |
84,714
-2,999
| -3% | -$85.7K | 0.23% | 107 |
|
|
2021
Q2 | $2.51M | Buy |
+87,713
| New | +$2.51M | 0.25% | 97 |
|
|
2021
Q1 | – | Sell |
-96,873
| Closed | -$2.39M | – | 331 |
|
|
2020
Q4 | $2.39M | Buy |
+96,873
| New | +$2.39M | 0.27% | 96 |
|
|
2020
Q3 | – | Sell |
-102,676
| Closed | -$2.18M | – | 216 |
|
|
2020
Q2 | $2.18M | Buy |
+102,676
| New | +$2.18M | 0.4% | 66 |
|
|
2020
Q1 | – | Sell |
-91,422
| Closed | -$2.32M | – | 245 |
|
|
2019
Q4 | $2.32M | Buy |
91,422
+3,815
| +4% | +$96.9K | 0.42% | 73 |
|
|
2019
Q3 | $2.17M | Sell |
87,607
-7,982
| -8% | -$197K | 0.42% | 76 |
|
|
2019
Q2 | $2.41M | Buy |
95,589
+8,398
| +10% | +$212K | 0.47% | 61 |
|
|
2019
Q1 | $2.19M | Buy |
87,191
+1,988
| +2% | +$50K | 0.45% | 67 |
|
|
2018
Q4 | $1.94M | Sell |
85,203
-6,393
| -7% | -$145K | 0.42% | 71 |
|
|
2018
Q3 | $2.42M | Buy |
91,596
+42,907
| +88% | +$1.14M | 0.51% | 52 |
|
|
2018
Q2 | $1.3M | Sell |
48,689
-42,415
| -47% | -$1.13M | 0.39% | 91 |
|
|
2018
Q1 | $2.37M | Buy |
91,104
+17,764
| +24% | +$461K | 0.52% | 54 |
|
|
2017
Q4 | $1.94M | Buy |
73,340
+9,505
| +15% | +$251K | 0.43% | 79 |
|
|
2017
Q3 | $1.61M | Buy |
63,835
+5,288
| +9% | +$133K | 0.37% | 89 |
|
|
2017
Q2 | $1.41M | Buy |
58,547
+7,742
| +15% | +$186K | 0.35% | 93 |
|
|
2017
Q1 | $1.25M | Buy |
50,805
+4,784
| +10% | +$117K | 0.33% | 94 |
|
|
2016
Q4 | $1.12M | Sell |
46,021
-616
| -1% | -$15K | 0.31% | 100 |
|
|
2016
Q3 | $1.15M | Buy |
46,637
+897
| +2% | +$22.1K | 0.33% | 97 |
|
|
2016
Q2 | $1.11M | Sell |
45,740
-2,669
| -6% | -$64.9K | 0.31% | 99 |
|
|
2016
Q1 | $1.12M | Sell |
48,409
-653
| -1% | -$15.1K | 0.3% | 95 |
|
|
2015
Q4 | $1.09M | Sell |
49,062
-6,497
| -12% | -$144K | 0.28% | 102 |
|
|
2015
Q3 | $1.26M | Sell |
55,559
-18
| -0% | -$408 | 0.33% | 89 |
|
|
2015
Q2 | $1.44M | Buy |
55,577
+766
| +1% | +$19.8K | 0.39% | 82 |
|
|
2015
Q1 | $1.44M | Buy |
54,811
+4,339
| +9% | +$114K | 0.35% | 86 |
|
|
2014
Q4 | $1.34M | Buy |
+50,472
| New | +$1.34M | 0.36% | 83 |
|