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

TrinityPoint Wealth’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
Q4 		$286K Buy
10,587
+1,943
+22% +$55.1K 0.04% 275
2024
Q3 		$248K Buy
8,644
+898
+12% +$25.1K 0.04% 290
2024
Q2 		$214K Buy
+7,746
New +$219K 0.03% 298

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CF
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return

TrinityPoint Wealth's RLY Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street Multi-Asset Real Return ETF (RLY) stake by 22% in Q4 2024, buying an estimated $55.1K and bringing the position to 10,587 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #275.

TrinityPoint Wealth first reported a position in RLY in Q2 2024 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold RLY as of Q4 2024.

  • TrinityPoint Wealth held 10,587 shares of State Street Multi-Asset Real Return ETF worth $286K as of Q4 2024.
  • TrinityPoint Wealth bought 1,943 State Street Multi-Asset Real Return ETF shares in Q4 2024, an estimated $55.1K.
  • State Street Multi-Asset Real Return ETF made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #275 holding.
  • TrinityPoint Wealth first reported a position in State Street Multi-Asset Real Return ETF in Q2 2024 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.