Creative Financial Designs’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Creative Financial Designs’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	$405K	Sell	11,745 -16	-0.1%	-$581	0.02%	448
2026 Q1	$425K	Sell	11,761 -1,224	-9%	-$42.4K	0.03%	367
2025 Q4	$408K	Sell	12,985 -1,462	-10%	-$45.9K	0.03%	353
2025 Q3	$446K	Sell	14,447 -4,606	-24%	-$138K	0.03%	343
2025 Q2	$554K	Sell	19,053 -668	-3%	-$18.9K	0.04%	310
2025 Q1	$563K	Sell	19,721 -139,613	-88%	-$3.91M	0.04%	280
2024 Q4	$4.31M	Buy	159,334 +3,085	+2%	+$87.5K	0.35%	66
2024 Q3	$4.49M	Buy	156,249 +132,391	+555%	+$3.7M	0.38%	58
2024 Q2	$659K	Buy	23,858 +696	+3%	+$19.6K	0.06%	235
2024 Q1	$647K	Buy	23,162 +2,136	+10%	+$57.1K	0.06%	227
2023 Q4	$572K	Sell	21,026 -941	-4%	-$25.2K	0.06%	224
2023 Q3	$592K	Buy	21,967 +191	+0.9%	+$5.22K	0.07%	190
2023 Q2	$580K	Buy	21,776 +3,147	+17%	+$85.4K	0.07%	193
2023 Q1	$514K	Buy	18,629 +2,202	+13%	+$61.3K	0.07%	201
2022 Q4	$452K	Buy	+16,427	New	+$460K	0.07%	207

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

Creative Financial Designs's RLY Position: Q2 2026 in Review

Creative Financial Designs reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 0.14% in Q2 2026, selling an estimated $581 and leaving 11,745 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #448.

Creative Financial Designs first reported a position in RLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.49M in Q3 2024. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Creative Financial Designs held 11,745 shares of State Street Multi-Asset Real Return ETF worth $405K as of Q2 2026.
Creative Financial Designs sold 16 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $581.
State Street Multi-Asset Real Return ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #448 holding.
Creative Financial Designs first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and has held it in 15 quarters since.
Creative Financial Designs's State Street Multi-Asset Real Return ETF position peaked at $4.49M in Q3 2024.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.