Stratos Wealth Advisors’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
Q2
Sell
-70,395
Closed -$1.94M 655
2023
Q1
$1.94M Buy
70,395
+4,240
+6% +$118K 0.15% 191
2022
Q4
$1.82M Buy
66,155
+1,784
+3% +$49.9K 0.15% 187
2022
Q3
$1.67M Buy
64,371
+14,423
+29% +$404K 0.18% 169
2022
Q2
$1.4M Buy
49,948
+13,299
+36% +$405K 0.13% 209
2022
Q1
$1.13M Buy
36,649
+13,298
+57% +$384K 0.09% 259
2021
Q4
$630K Buy
23,351
+6,565
+39% +$194K 0.05% 350
2021
Q3
$479K Buy
16,786
+9,380
+127% +$268K 0.04% 366
2021
Q2
$212K Buy
+7,406
New +$210K 0.02% 510

Other funds holding RLY

Stratos Wealth Advisors's RLY Position: Q2 2023 in Review

Stratos Wealth Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2023, closing a stake of 70,395 shares — an estimated $1.94M sold.

Stratos Wealth Advisors first reported a position in RLY in Q2 2021 and held it in 8 quarters. The position peaked at $1.94M in Q1 2023. 99 funds tracked by Wall St. Rank hold RLY as of Q2 2023.

  • Stratos Wealth Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 70,395 State Street Multi-Asset Real Return ETF shares in Q2 2023, an estimated $1.94M.
  • Stratos Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q2 2021 and held it in 8 quarters.
  • Stratos Wealth Advisors's State Street Multi-Asset Real Return ETF position peaked at $1.94M in Q1 2023.
  • 99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2023.

Based on Stratos Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.