Focus Partners Wealth’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.77M Buy
283,121
+6,258
+2% +$227K 0.01% 727
2026
Q1
$10M Sell
276,863
-8,287
-3% -$287K 0.01% 720
2025
Q4
$8.95M Buy
285,150
+9,324
+3% +$293K 0.01% 741
2025
Q3
$8.52M Buy
275,826
+12,494
+5% +$375K 0.01% 602
2025
Q2
$7.66M Buy
263,332
+13,607
+5% +$386K 0.02% 556
2025
Q1
$7.13M Buy
249,725
+12,427
+5% +$348K 0.02% 537
2024
Q4
$6.41M Buy
237,298
+22,441
+10% +$637K 0.02% 557
2024
Q3
$6.17M Sell
214,857
-15,469
-7% -$432K 0.02% 507
2024
Q2
$6.36M Sell
230,326
-15,285
-6% -$431K 0.02% 455
2024
Q1
$6.87M Sell
245,611
-1,057,162
-81% -$28.3M 0.06% 265
2023
Q4
$35.5M Buy
+1,302,773
New +$34.9M 0.46% 51

Other funds holding RLY

Focus Partners Wealth's RLY Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street Multi-Asset Real Return ETF (RLY) stake by 2.3% in Q2 2026, buying an estimated $227K and bringing the position to 283,121 shares worth $9.77M. The position accounts for 0.01% of the portfolio, ranked #727.

Focus Partners Wealth first reported a position in RLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.5M in Q4 2023. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

  • Focus Partners Wealth held 283,121 shares of State Street Multi-Asset Real Return ETF worth $9.77M as of Q2 2026.
  • Focus Partners Wealth bought 6,258 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $227K.
  • State Street Multi-Asset Real Return ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #727 holding.
  • Focus Partners Wealth first reported a position in State Street Multi-Asset Real Return ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's State Street Multi-Asset Real Return ETF position peaked at $35.5M in Q4 2023.
  • 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.