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 Q3	$961K	Buy	26,563 +113	+0.4%	+$4.13K	0.01%	1165
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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors's RLY Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 0.43% in Q3 2026, buying an estimated $4.13K and bringing the position to 26,563 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #1165.

Farther Finance Advisors first reported a position in RLY in Q4 2022 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

Farther Finance Advisors held 26,563 shares of State Street Multi-Asset Real Return ETF worth $961K as of Q3 2026.
Farther Finance Advisors bought 113 State Street Multi-Asset Real Return ETF shares in Q3 2026, an estimated $4.13K.
State Street Multi-Asset Real Return ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1165 holding.
Farther Finance Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and has held it in 11 quarters since.
17 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.