Diversify Wealth Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$296K Sell
8,256
-1,045
-11% -$38K 0.01% 1058
2026
Q1
$341K Buy
+9,301
New +$322K 0.01% 926

Other funds holding RLY

Diversify Wealth Management's RLY Position: Q2 2026 in Review

Diversify Wealth Management reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 11% in Q2 2026, selling an estimated $38K and leaving 8,256 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1058.

Diversify Wealth Management first reported a position in RLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $341K in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

  • Diversify Wealth Management held 8,256 shares of State Street Multi-Asset Real Return ETF worth $296K as of Q2 2026.
  • Diversify Wealth Management sold 1,045 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $38K.
  • State Street Multi-Asset Real Return ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1058 holding.
  • Diversify Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's State Street Multi-Asset Real Return ETF position peaked at $341K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.