Valmark Advisers’s State Street Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
Other funds holding RLY
MMA
HFS
DADC
CPA
Valmark Advisers's RLY Position: Q3 2023 in Review
Valmark Advisers sold out of State Street Multi-Asset Real Return ETF (RLY) in Q3 2023, closing a stake of 24,134 shares — an estimated $643K sold.
Valmark Advisers first reported a position in RLY in Q1 2022 and held it in 6 quarters. The position peaked at $774K in Q1 2022. 95 funds tracked by Wall St. Rank hold RLY as of Q3 2023.
- Valmark Advisers reported no remaining State Street Multi-Asset Real Return ETF position as of Q3 2023 after selling out during the quarter.
- Valmark Advisers sold 24,134 State Street Multi-Asset Real Return ETF shares in Q3 2023, an estimated $643K.
- Valmark Advisers first reported a position in State Street Multi-Asset Real Return ETF in Q1 2022 and held it in 6 quarters.
- Valmark Advisers's State Street Multi-Asset Real Return ETF position peaked at $774K in Q1 2022.
- 95 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2023.
Based on Valmark Advisers's 13F filing for Q3 2023, filed 8 Nov 2023.