Steward Partners Investment Advisory’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
2026 Q1	$14.5K	Hold	400	–	–	﹤0.01%	3387
2025 Q4	$12.6K	Hold	400	–	–	﹤0.01%	3342
2025 Q3	$12.4K	Hold	400	–	–	﹤0.01%	3311
2025 Q2	$11.6K	Hold	400	–	–	﹤0.01%	3148
2025 Q1	$11.4K	Hold	400	–	–	﹤0.01%	3026
2024 Q4	$10.8K	Hold	400	–	–	﹤0.01%	3065
2024 Q3	$11.5K	Hold	400	–	–	﹤0.01%	2897
2024 Q2	$11.1K	Sell	400 -202	-34%	-$5.7K	﹤0.01%	2773
2024 Q1	$16.8K	Hold	602	–	–	﹤0.01%	2589
2023 Q4	$16.4K	Hold	602	–	–	﹤0.01%	2492
2023 Q3	$16.2K	Sell	602 -475	-44%	-$13K	﹤0.01%	2410
2023 Q2	$28.7K	Buy	1,077 +162	+18%	+$4.4K	﹤0.01%	2106
2023 Q1	$25.2K	Hold	915	–	–	﹤0.01%	2150
2022 Q4	$25.2K	Hold	915	–	–	﹤0.01%	2130
2022 Q3	$24K	Hold	915	–	–	﹤0.01%	2146
2022 Q2	$26K	Buy	915 +515	+129%	+$15.7K	﹤0.01%	2119
2022 Q1	$12K	Hold	400	–	–	﹤0.01%	2597
2021 Q4	$11K	Hold	400	–	–	﹤0.01%	2568
2021 Q3	$11K	Hold	400	–	–	﹤0.01%	2575
2021 Q2	$11K	Hold	400	–	–	﹤0.01%	5874
2021 Q1	$10.7K	Hold	400	–	–	﹤0.01%	2752
2020 Q4	$10K	Hold	400	–	–	﹤0.01%	2318
2020 Q3	$9K	Hold	400	–	–	﹤0.01%	2187
2020 Q2	$9K	Hold	400	–	–	﹤0.01%	2090
2020 Q1	$7K	Hold	400	–	–	﹤0.01%	1987
2019 Q4	$10K	Hold	400	–	–	﹤0.01%	2024
2019 Q3	$9K	Hold	400	–	–	﹤0.01%	2055
2019 Q2	$10K	Buy	+400	New	+$10K	﹤0.01%	1988