Coastal Bridge Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Coastal Bridge 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	$2.1M	Buy	60,935 +312	+0.5%	+$11.3K	0.13%	159
2026 Q1	$2.19M	Buy	60,623 +8,707	+17%	+$302K	0.15%	151
2025 Q4	$1.63M	Buy	51,916 +10,785	+26%	+$338K	0.12%	173
2025 Q3	$1.27M	Buy	41,131 +6,185	+18%	+$185K	0.1%	188
2025 Q2	$1.02M	Buy	34,946 +20,357	+140%	+$577K	0.08%	211
2025 Q1	$416K	Buy	+14,589	New	+$409K	0.04%	302

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

Coastal Bridge Advisors's RLY Position: Q2 2026 in Review

Coastal Bridge Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 0.51% in Q2 2026, buying an estimated $11.3K and bringing the position to 60,935 shares worth $2.1M. The position accounts for 0.13% of the portfolio, ranked #159.

Coastal Bridge Advisors first reported a position in RLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.19M in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Coastal Bridge Advisors held 60,935 shares of State Street Multi-Asset Real Return ETF worth $2.1M as of Q2 2026.
Coastal Bridge Advisors bought 312 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $11.3K.
State Street Multi-Asset Real Return ETF made up 0.13% of Coastal Bridge Advisors's portfolio in Q2 2026, its #159 holding.
Coastal Bridge Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's State Street Multi-Asset Real Return ETF position peaked at $2.19M in Q1 2026.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.