Cambridge Investment Research Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Cambridge Investment Research Advisors’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 Q1	$1.85M	Buy	51,080 +986	+2%	+$34.2K	﹤0.01%	1651
2025 Q4	$1.57M	Buy	50,094 +7,267	+17%	+$228K	﹤0.01%	1738
2025 Q3	$1.32M	Buy	42,827 +22,205	+108%	+$666K	﹤0.01%	1830
2025 Q2	$600K	Buy	20,622 +5,234	+34%	+$148K	﹤0.01%	2379
2025 Q1	$439K	Sell	15,388 -149	-1%	-$4.17K	﹤0.01%	2558
2024 Q4	$420K	Buy	+15,537	New	+$441K	﹤0.01%	2575
2023 Q4	–	Sell	-84,381	Closed	-$2.27M	–	3283
2023 Q3	$2.27M	Buy	84,381 +69,593	+471%	+$1.9M	0.01%	1054
2023 Q2	$394K	Buy	14,788 +6,798	+85%	+$185K	﹤0.01%	2313
2023 Q1	$220K	Sell	7,990 -1,507	-16%	-$41.9K	﹤0.01%	2749
2022 Q4	$262K	Buy	+9,497	New	+$266K	﹤0.01%	2535
2022 Q2	–	Sell	-7,490	Closed	-$231K	–	3183
2022 Q1	$231K	Buy	+7,490	New	+$216K	﹤0.01%	2759

Other funds holding RLY

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Cambridge Investment Research Advisors's RLY Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 2% in Q1 2026, buying an estimated $34.2K and bringing the position to 51,080 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Cambridge Investment Research Advisors first reported a position in RLY in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.27M in Q3 2023. 151 funds tracked by Wall St. Rank hold RLY as of Q1 2026.

Cambridge Investment Research Advisors held 51,080 shares of State Street Multi-Asset Real Return ETF worth $1.85M as of Q1 2026.
Cambridge Investment Research Advisors bought 986 State Street Multi-Asset Real Return ETF shares in Q1 2026, an estimated $34.2K.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1651 holding.
Cambridge Investment Research Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q1 2022 and has held it in 11 quarters since.
Cambridge Investment Research Advisors's State Street Multi-Asset Real Return ETF position peaked at $2.27M in Q3 2023.
151 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.