Atria Investments’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Atria Investments’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
2026 Q2	$447K	Buy	12,946 +5,598	+76%	+$203K	﹤0.01%	1592
2026 Q1	$266K	Sell	7,348 -53,925	-88%	-$1.87M	﹤0.01%	1824
2025 Q4	$1.93M	Buy	61,273 +2,338	+4%	+$73.3K	0.02%	738
2025 Q3	$1.82M	Sell	58,935 -10,323	-15%	-$310K	0.02%	764
2025 Q2	$2.01M	Buy	69,258 +1,932	+3%	+$54.8K	0.02%	725
2025 Q1	$1.92M	Buy	67,326 +3,713	+6%	+$104K	0.02%	723
2024 Q4	$1.72M	Buy	+63,613	New	+$1.8M	0.02%	742
2022 Q4	–	Sell	-39,753	Closed	-$1.03M	–	800
2022 Q3	$1.03M	Buy	+39,753	New	+$1.11M	0.02%	712
2013 Q4	–	Sell	-483,226	Closed	-$13.9M	–	463
2013 Q3	$13.9M	Buy	483,226 +24,471	+5%	+$697K	1.45%	17
2013 Q2	$12.8M	Buy	+458,755	New	+$13.6M	1.56%	10

Other funds holding RLY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

DADC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Atria Investments's RLY Position: Q2 2026 in Review

Atria Investments increased its State Street Multi-Asset Real Return ETF (RLY) stake by 76% in Q2 2026, buying an estimated $203K and bringing the position to 12,946 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Atria Investments first reported a position in RLY in Q2 2013 and has held it in 10 quarters since. The position peaked at $13.9M in Q3 2013. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Atria Investments held 12,946 shares of State Street Multi-Asset Real Return ETF worth $447K as of Q2 2026.
Atria Investments bought 5,598 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $203K.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1592 holding.
Atria Investments first reported a position in State Street Multi-Asset Real Return ETF in Q2 2013 and has held it in 10 quarters since.
Atria Investments's State Street Multi-Asset Real Return ETF position peaked at $13.9M in Q3 2013.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.