Tradition Wealth Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Tradition Wealth Management’s Portfolio RLY Stock Details RLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-513	Closed	-$14K	–	1010
2023 Q4	$14K	Hold	513	–	–	﹤0.01%	930
2023 Q3	$14K	Hold	513	–	–	﹤0.01%	939
2023 Q2	$14K	Hold	513	–	–	﹤0.01%	969
2023 Q1	$14K	Hold	513	–	–	﹤0.01%	914
2022 Q4	$14K	Hold	513	–	–	﹤0.01%	831
2022 Q3	$13K	Hold	513	–	–	﹤0.01%	870
2022 Q2	$14K	Hold	513	–	–	﹤0.01%	740
2022 Q1	$16K	Hold	513	–	–	﹤0.01%	781
2021 Q4	$14K	Hold	513	–	–	﹤0.01%	822
2021 Q3	$15K	Hold	513	–	–	﹤0.01%	796
2021 Q2	$15K	Hold	513	–	–	﹤0.01%	833
2021 Q1	$14K	Hold	513	–	–	﹤0.01%	713
2020 Q4	$13K	Buy	+513	New	+$11.9K	﹤0.01%	675

Other funds holding RLY

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

FIBT

First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's RLY Position: Q1 2024 in Review

Tradition Wealth Management sold out of State Street Multi-Asset Real Return ETF (RLY) in Q1 2024, closing a stake of 513 shares — an estimated $14K sold.

Tradition Wealth Management first reported a position in RLY in Q4 2020 and held it in 13 quarters. The position peaked at $16K in Q1 2022. 99 funds tracked by Wall St. Rank hold RLY as of Q1 2024.

Tradition Wealth Management reported no remaining State Street Multi-Asset Real Return ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 513 State Street Multi-Asset Real Return ETF shares in Q1 2024, an estimated $14K.
Tradition Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's State Street Multi-Asset Real Return ETF position peaked at $16K in Q1 2022.
99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.