Farther Finance Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Farther Finance 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 Q2	$913K	Buy	26,450 +2,623	+11%	+$95.3K	0.01%	1161
2026 Q1	$860K	Buy	23,827 +2,744	+13%	+$95.1K	0.01%	1060
2025 Q4	$663K	Buy	21,083 +6,256	+42%	+$196K	0.01%	1138
2025 Q3	$458K	Buy	14,827 +7,021	+90%	+$211K	0.01%	1123
2025 Q2	$227K	Buy	7,806 +7,795	+70,864%	+$221K	﹤0.01%	1333
2025 Q1	$319	Buy	+11	New	+$308	﹤0.01%	3858
2023 Q4	–	Sell	-822	Closed	-$22.2K	–	3606
2023 Q3	$22.2K	Sell	822 -325	-28%	-$8.88K	﹤0.01%	1057
2023 Q2	$30.5K	Sell	1,147 -696	-38%	-$18.9K	0.01%	854
2023 Q1	$50.8K	Sell	1,843 -3,444	-65%	-$95.8K	0.01%	595
2022 Q4	$146K	Buy	+5,287	New	+$148K	0.06%	264

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

Farther Finance Advisors's RLY Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 11% in Q2 2026, buying an estimated $95.3K and bringing the position to 26,450 shares worth $913K. The position accounts for 0.01% of the portfolio, ranked #1161.

Farther Finance Advisors first reported a position in RLY in Q4 2022 and has held it in 10 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Farther Finance Advisors held 26,450 shares of State Street Multi-Asset Real Return ETF worth $913K as of Q2 2026.
Farther Finance Advisors bought 2,623 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $95.3K.
State Street Multi-Asset Real Return ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1161 holding.
Farther Finance Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and has held it in 10 quarters since.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.