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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$6.19M Buy
170,945
+9,695
+6% +$355K 0.17% 119
2026
Q2
$5.56M Buy
161,250
+7,006
+5% +$255K 0.18% 102
2026
Q1
$5.58M Buy
+154,244
New +$5.35M 0.2% 91
2023
Q1
– Sell
-731
Closed -$20.1K – 3831
2022
Q4
$20.1K Buy
+731
New +$20.5K ﹤0.01% 2182

Other funds holding RLY

Belpointe Asset Management's RLY Position: Q3 2026 in Review

Belpointe Asset Management increased its State Street Multi-Asset Real Return ETF (RLY) stake by 6% in Q3 2026, buying an estimated $355K and bringing the position to 170,945 shares worth $6.19M. The position accounts for 0.17% of the portfolio, ranked #119.

Belpointe Asset Management first reported a position in RLY in Q4 2022 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

  • Belpointe Asset Management held 170,945 shares of State Street Multi-Asset Real Return ETF worth $6.19M as of Q3 2026.
  • Belpointe Asset Management bought 9,695 State Street Multi-Asset Real Return ETF shares in Q3 2026, an estimated $355K.
  • State Street Multi-Asset Real Return ETF made up 0.17% of Belpointe Asset Management's portfolio in Q3 2026, its #119 holding.
  • Belpointe Asset Management first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.