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Curi RMB Capital’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Curi RMB Capital’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 		$10.7M Buy
295,578
+13,324
+5% +$462K 0.19% 135
2025
Q4 		$8.88M Buy
282,254
+10,148
+4% +$318K 0.15% 164
2025
Q3 		$8.4M Sell
272,106
-10,124
-4% -$304K 0.15% 161
2025
Q2 		$8.21M Buy
282,230
+4,611
+2% +$131K 0.16% 165
2025
Q1 		$7.92M Sell
277,619
-16,089
-5% -$451K 0.2% 149
2024
Q4 		$7.94M Sell
293,708
-935
-0.3% -$26.5K 0.18% 153
2024
Q3 		$8.47M Buy
294,643
+8,937
+3% +$250K 0.19% 145
2024
Q2 		$7.89M Buy
285,706
+10,078
+4% +$284K 0.19% 147
2024
Q1 		$7.7M Buy
+275,628
New +$7.37M 0.18% 153

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