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Eldridge Investment Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Eldridge Investment Advisors’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 		$13.8M Buy
381,530
+14,359
+4% +$498K 3.02% 6
2025
Q4 		$11.5M Buy
367,171
+37,759
+11% +$1.18M 2.54% 10
2025
Q3 		$10.2M Sell
329,412
-3,765
-1% -$113K 2.32% 11
2025
Q2 		$9.69M Buy
333,177
+13,191
+4% +$374K 2.03% 14
2025
Q1 		$9.13M Buy
319,986
+11,657
+4% +$327K 2.1% 11
2024
Q4 		$8.33M Buy
308,329
+18,340
+6% +$520K 1.94% 12
2024
Q3 		$8.33M Buy
289,989
+11,180
+4% +$312K 1.96% 12
2024
Q2 		$7.7M Buy
278,809
+9,096
+3% +$257K 1.94% 13
2024
Q1 		$7.54M Sell
269,713
-19,021
-7% -$509K 1.94% 14
2023
Q4 		$7.86M Sell
288,734
-1,749
-0.6% -$46.9K 2.06% 13
2023
Q3 		$7.83M Buy
290,483
+40,206
+16% +$1.1M 2.6% 9
2023
Q2 		$6.67M Sell
250,277
-5,432
-2% -$147K 2.18% 12
2023
Q1 		$7.05M Buy
255,709
+20,151
+9% +$561K 2.44% 9
2022
Q4 		$6.49M Buy
235,558
+146,811
+165% +$4.11M 2.27% 8
2022
Q3 		$2.3M Buy
+88,747
New +$2.48M 0.89% 24

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 $18.1B AUM 24.63% 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 $377B 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

Eldridge Investment Advisors's RLY Position: Q1 2026 in Review

Eldridge Investment Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 3.9% in Q1 2026, buying an estimated $498K and bringing the position to 381,530 shares worth $13.8M. The position accounts for 3.02% of the portfolio, ranked #6.

Eldridge Investment Advisors first reported a position in RLY in Q3 2022 and has held it in 15 quarters since. 151 funds tracked by Wall St. Rank hold RLY as of Q1 2026.

  • Eldridge Investment Advisors held 381,530 shares of State Street Multi-Asset Real Return ETF worth $13.8M as of Q1 2026.
  • Eldridge Investment Advisors bought 14,359 State Street Multi-Asset Real Return ETF shares in Q1 2026, an estimated $498K.
  • State Street Multi-Asset Real Return ETF made up 3.02% of Eldridge Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • Eldridge Investment Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q3 2022 and has held it in 15 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.