Cetera Investment Advisers
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Cetera Investment Advisers’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Cetera Investment Advisers’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 		$722K Sell
19,960
-2,552
-11% -$88.4K ﹤0.01% 3193
2025
Q4 		$708K Buy
22,512
+737
+3% +$23.1K ﹤0.01% 3143
2025
Q3 		$672K Buy
21,775
+1,845
+9% +$55.3K ﹤0.01% 3134
2025
Q2 		$580K Buy
19,930
+607
+3% +$17.2K ﹤0.01% 2839
2025
Q1 		$551K Buy
19,323
+7,393
+62% +$207K ﹤0.01% 2761
2024
Q4 		$322K Buy
11,930
+844
+8% +$23.9K ﹤0.01% 3055
2024
Q3 		$319K Sell
11,086
-1,078
-9% -$30.1K ﹤0.01% 3011
2024
Q2 		$336K Sell
12,164
-726
-6% -$20.5K ﹤0.01% 2926
2024
Q1 		$360K Buy
12,890
+4,609
+56% +$123K ﹤0.01% 2874
2023
Q4 		$225K Buy
8,281
+91
+1% +$2.44K ﹤0.01% 1970
2023
Q3 		$221K Buy
8,190
+294
+4% +$8.03K ﹤0.01% 1923
2023
Q2 		$210K Buy
+7,896
New +$214K ﹤0.01% 1957

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return