Betterment LLC’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Betterment LLC’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	$836K	Buy	24,235 +2,469	+11%	+$89.7K	﹤0.01%	386
2026 Q1	$787K	Buy	21,766 +3,426	+19%	+$119K	﹤0.01%	363
2025 Q4	$577K	Buy	18,340 +1,313	+8%	+$41.2K	﹤0.01%	374
2025 Q3	$526K	Buy	17,027 +1,773	+12%	+$53.2K	﹤0.01%	379
2025 Q2	$444K	Sell	15,254 -24,594	-62%	-$698K	﹤0.01%	376
2025 Q1	$1.14M	Buy	39,848 +28,328	+246%	+$794K	﹤0.01%	244
2024 Q4	$311K	Buy	11,520 +385	+3%	+$10.9K	﹤0.01%	381
2024 Q3	$320K	Buy	11,135 +480	+5%	+$13.4K	﹤0.01%	359
2024 Q2	$294K	Buy	10,655 +344	+3%	+$9.71K	﹤0.01%	347
2024 Q1	$288K	Buy	10,311 +2,441	+31%	+$65.3K	﹤0.01%	314
2023 Q4	$214K	Buy	+7,870	New	+$211K	﹤0.01%	310

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

Betterment LLC's RLY Position: Q2 2026 in Review

Betterment LLC increased its State Street Multi-Asset Real Return ETF (RLY) stake by 11% in Q2 2026, buying an estimated $89.7K and bringing the position to 24,235 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Betterment LLC first reported a position in RLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2025. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Betterment LLC held 24,235 shares of State Street Multi-Asset Real Return ETF worth $836K as of Q2 2026.
Betterment LLC bought 2,469 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $89.7K.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #386 holding.
Betterment LLC first reported a position in State Street Multi-Asset Real Return ETF in Q4 2023 and has held it in 11 quarters since.
Betterment LLC's State Street Multi-Asset Real Return ETF position peaked at $1.14M in Q1 2025.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.