Fidelity Investments
RLY icon

Fidelity Investments’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Fidelity Investments’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 		$36 Buy
+1
New +$35 ﹤0.01% 5315
2025
Q4 		– Sell
-2
Closed -$62 – 5564
2025
Q3 		$62 Buy
+2
New +$60 ﹤0.01% 5227
2025
Q1 		– Sell
-36
Closed -$973 – 5641
2024
Q4 		$973 Buy
+36
New +$1.02K ﹤0.01% 4934
2024
Q3 		– Sell
-43
Closed -$1.19K – 5704
2024
Q2 		$1.19K Buy
43
+38
+760% +$1.07K ﹤0.01% 4783
2024
Q1 		$140 Sell
5
-218
-98% -$5.83K ﹤0.01% 4943
2023
Q4 		$6.07K Buy
+223
New +$5.98K ﹤0.01% 4389
2023
Q3 		– Sell
-3
Closed -$80 – 5485
2023
Q2 		$80 Sell
3
-2
-40% -$54 ﹤0.01% 4981
2023
Q1 		$138 Buy
+5
New +$139 ﹤0.01% 4875

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