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 Q2	$2.28M	Buy	66,015 +14,935	+29%	+$543K	0.01%	1575
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

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

Cambridge Investment Research Advisors's RLY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 29% in Q2 2026, buying an estimated $543K and bringing the position to 66,015 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #1575.

Cambridge Investment Research Advisors first reported a position in RLY in Q1 2022 and has held it in 12 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Cambridge Investment Research Advisors held 66,015 shares of State Street Multi-Asset Real Return ETF worth $2.28M as of Q2 2026.
Cambridge Investment Research Advisors bought 14,935 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $543K.
State Street Multi-Asset Real Return ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1575 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 12 quarters since.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.