Spire Wealth Management’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
2023
Q1
Sell
-1,375
Closed -$38K 2577
2022
Q4
$38K Hold
1,375
﹤0.01% 1089
2022
Q3
$36K Buy
1,375
+775
+129% +$21.7K ﹤0.01% 1081
2022
Q2
$17K Hold
600
﹤0.01% 1737
2022
Q1
$18K Buy
+600
New +$17.3K ﹤0.01% 1854

Other funds holding RLY

Spire Wealth Management's RLY Position: Q1 2023 in Review

Spire Wealth Management sold out of State Street Multi-Asset Real Return ETF (RLY) in Q1 2023, closing a stake of 1,375 shares — an estimated $38K sold.

Spire Wealth Management first reported a position in RLY in Q1 2022 and held it in 4 quarters. The position peaked at $38K in Q4 2022. 102 funds tracked by Wall St. Rank hold RLY as of Q1 2023.

  • Spire Wealth Management reported no remaining State Street Multi-Asset Real Return ETF position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,375 State Street Multi-Asset Real Return ETF shares in Q1 2023, an estimated $38K.
  • Spire Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q1 2022 and held it in 4 quarters.
  • Spire Wealth Management's State Street Multi-Asset Real Return ETF position peaked at $38K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.