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
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: Q1 2026 in Review

Belpointe Asset Management opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q1 2026: 154,244 shares worth $5.58M. The stake represents 0.2% of the portfolio and ranks #91 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in RLY as recently as Q4 2022.

Belpointe Asset Management first reported a position in RLY in Q4 2022 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold RLY as of Q1 2026.

  • Belpointe Asset Management held 154,244 shares of State Street Multi-Asset Real Return ETF worth $5.58M as of Q1 2026.
  • State Street Multi-Asset Real Return ETF was a new Belpointe Asset Management position in Q1 2026.
  • State Street Multi-Asset Real Return ETF made up 0.2% of Belpointe Asset Management's portfolio in Q1 2026, its #91 holding.
  • Belpointe Asset Management first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.