EH
RLY icon

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
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

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 $16.5B AUM 19.94% 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 $376B 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