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

Fermata Advisors's RLY Position: Q2 2026 in Review

Fermata Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 7.7% in Q2 2026, buying an estimated $60.9K and bringing the position to 23,551 shares worth $813K. The position accounts for 0.16% of the portfolio, ranked #121.

Fermata Advisors first reported a position in RLY in Q1 2024 and has held it in 10 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

• Fermata Advisors held 23,551 shares of State Street Multi-Asset Real Return ETF worth $813K as of Q2 2026.
• Fermata Advisors bought 1,675 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $60.9K.
• State Street Multi-Asset Real Return ETF made up 0.16% of Fermata Advisors's portfolio in Q2 2026, its #121 holding.
• Fermata Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q1 2024 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 Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.