CX Institutional’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

CX Institutional’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	$5K	Hold	137	–	–	﹤0.01%	1374
2026 Q1	$5K	Hold	137	–	–	﹤0.01%	1367
2025 Q4	$4K	Hold	137	–	–	﹤0.01%	1300
2025 Q3	$4K	Hold	137	–	–	﹤0.01%	1279
2025 Q2	$4K	Hold	137	–	–	﹤0.01%	1117
2025 Q1	$4K	Buy	+137	New	+$3.84K	﹤0.01%	1092

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

CX Institutional's RLY Position: Q2 2026 in Review

CX Institutional held its State Street Multi-Asset Real Return ETF (RLY) position steady in Q2 2026 at 137 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

CX Institutional first reported a position in RLY in Q1 2025 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

CX Institutional held 137 shares of State Street Multi-Asset Real Return ETF worth $5K as of Q2 2026.
CX Institutional left its State Street Multi-Asset Real Return ETF share count unchanged in Q2 2026.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1374 holding.
CX Institutional first reported a position in State Street Multi-Asset Real Return ETF in Q1 2025 and has held it in 6 quarters since.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.