Equitable Holdings’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Equitable Holdings’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	$538K	Buy	15,585 +5,019	+48%	+$182K	﹤0.01%	1282
2026 Q1	$332K	Buy	+10,566	New	+$366K	﹤0.01%	1418
2025 Q1	–	Sell	-10,883	Closed	-$294K	–	1385
2024 Q4	$294K	Buy	+10,883	New	+$309K	﹤0.01%	1047
2023 Q3	–	Sell	-26,081	Closed	-$695K	–	1100
2023 Q2	$695K	Sell	26,081 -62,630	-71%	-$1.7M	0.01%	611
2023 Q1	$2.45M	Buy	88,711 +12,465	+16%	+$347K	0.04%	286
2022 Q4	$2.1M	Buy	76,246 +7,167	+10%	+$201K	0.04%	290
2022 Q3	$1.79M	Buy	69,079 +1,279	+2%	+$35.8K	0.04%	278
2022 Q2	$1.9M	Buy	67,800 +60,657	+849%	+$1.85M	0.04%	271
2022 Q1	$220K	Buy	+7,143	New	+$206K	﹤0.01%	818

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

Equitable Holdings's RLY Position: Q2 2026 in Review

Equitable Holdings increased its State Street Multi-Asset Real Return ETF (RLY) stake by 48% in Q2 2026, buying an estimated $182K and bringing the position to 15,585 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Equitable Holdings first reported a position in RLY in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.45M in Q1 2023. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Equitable Holdings held 15,585 shares of State Street Multi-Asset Real Return ETF worth $538K as of Q2 2026.
Equitable Holdings bought 5,019 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $182K.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1282 holding.
Equitable Holdings first reported a position in State Street Multi-Asset Real Return ETF in Q1 2022 and has held it in 9 quarters since.
Equitable Holdings's State Street Multi-Asset Real Return ETF position peaked at $2.45M in Q1 2023.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.