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 Q3	$5K	Hold	137	–	–	﹤0.01%	1452
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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

CX Institutional's RLY Position: Q3 2026 in Review

CX Institutional held its State Street Multi-Asset Real Return ETF (RLY) position steady in Q3 2026 at 137 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

CX Institutional first reported a position in RLY in Q1 2025 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

CX Institutional held 137 shares of State Street Multi-Asset Real Return ETF worth $5K as of Q3 2026.
CX Institutional left its State Street Multi-Asset Real Return ETF share count unchanged in Q3 2026.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1452 holding.
CX Institutional first reported a position in State Street Multi-Asset Real Return ETF in Q1 2025 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.