Continuum Advisory’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Continuum Advisory’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	$117K	Buy	+3,380	New	+$123K	0.01%	608
2025 Q2	–	Sell	-3,604	Closed	-$103K	–	1318
2025 Q1	$103K	Hold	3,604	–	–	0.01%	519
2024 Q4	$97.4K	Hold	3,604	–	–	0.01%	523
2024 Q3	$101K	Hold	3,604	–	–	0.01%	518
2024 Q2	$99.6K	Hold	3,604	–	–	0.01%	488
2024 Q1	$103K	Buy	+3,604	New	+$96.4K	0.02%	480
2020 Q4	–	Sell	-10,239	Closed	-$223K	–	160
2020 Q3	$223K	Sell	10,239 -852	-8%	-$18.9K	0.12%	131
2020 Q2	$237K	Sell	11,091 -3,477	-24%	-$71.4K	0.15%	120
2020 Q1	$269K	Buy	14,568 +1,051	+8%	+$24.3K	0.18%	108
2019 Q4	$343K	Sell	13,517 -1,096	-8%	-$27.5K	0.2%	98
2019 Q3	$359K	Buy	14,613 +1,174	+9%	+$29.1K	0.24%	86
2019 Q2	$339K	Sell	13,439 -1,284	-9%	-$32.1K	0.23%	87
2019 Q1	$373K	Sell	14,723 -1,764	-11%	-$43.3K	0.28%	88
2018 Q4	$375K	Buy	+16,487	New	+$408K	0.28%	94

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

Continuum Advisory's RLY Position: Q2 2026 in Review

Continuum Advisory opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q2 2026: 3,380 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in RLY as recently as Q1 2025.

Continuum Advisory first reported a position in RLY in Q4 2018 and has held it in 14 quarters since. The position peaked at $375K in Q4 2018. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Continuum Advisory held 3,380 shares of State Street Multi-Asset Real Return ETF worth $117K as of Q2 2026.
State Street Multi-Asset Real Return ETF was a new Continuum Advisory position in Q2 2026.
State Street Multi-Asset Real Return ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #608 holding.
Continuum Advisory first reported a position in State Street Multi-Asset Real Return ETF in Q4 2018 and has held it in 14 quarters since.
Continuum Advisory's State Street Multi-Asset Real Return ETF position peaked at $375K in Q4 2018.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.