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Ssga Active Etf Tr mult ass rlrtn shares owned by KWB Wealth

Quarter-by-quarter ownership of Ssga Active Etf Tr mult ass rlrtn (RLY) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Ssga Active Etf Tr mult ass rlrtn

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Etf Tr mult ass rlrtn held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Etf Tr mult ass rlrtn by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 52k 29.09
2025-06-30 $1.3M 46k 28.54

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

Top funds holding Ssga Active Etf Tr mult ass rlrtn

Hantz Financial Services
Envestnet Asset Management
D.A. Davidson & Co.
Tobias Financial Advisors
Savant Capital Management
Morgan Stanley
First International Bank & Trust
Capital Analysts
HighTower Advisors
New England Capital Financial Advisors
LPL Financial
Trilogy Capital
Raymond James Financial
Eldridge Investment Advisors
Freedom Financial Partners

View all funds holding Ssga Active Etf Tr mult ass rlrtn