Capital Performance Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
Other funds holding RLY
HFS
DADC
SC
TFA
CAL
Capital Performance Advisors's RLY Position: Q2 2026 in Review
Capital Performance Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 8% in Q2 2026, buying an estimated $1.11M and bringing the position to 412,457 shares worth $14.2M. The position accounts for 0.92% of the portfolio, ranked #29.
Capital Performance Advisors first reported a position in RLY in Q1 2025 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.
- Capital Performance Advisors held 412,457 shares of State Street Multi-Asset Real Return ETF worth $14.2M as of Q2 2026.
- Capital Performance Advisors bought 30,480 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $1.11M.
- State Street Multi-Asset Real Return ETF made up 0.92% of Capital Performance Advisors's portfolio in Q2 2026, its #29 holding.
- Capital Performance Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q1 2025 and has held it in 6 quarters since.
- 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.
Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.