EverSource Wealth Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
Other funds holding RLY
HFS
DADC
SC
TFA
CAL
EverSource Wealth Advisors's RLY Position: Q2 2026 in Review
EverSource Wealth Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 417% in Q2 2026, buying an estimated $1.17M and bringing the position to 40,021 shares worth $1.38M. The position accounts for 0.05% of the portfolio, ranked #286.
EverSource Wealth Advisors first reported a position in RLY in Q4 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.
- EverSource Wealth Advisors held 40,021 shares of State Street Multi-Asset Real Return ETF worth $1.38M as of Q2 2026.
- EverSource Wealth Advisors bought 32,274 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $1.17M.
- State Street Multi-Asset Real Return ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #286 holding.
- EverSource Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2025 and has held it in 3 quarters since.
- 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.