Gibbs Wealth Management’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
Q3
$6.1M Buy
168,453
+27,785
+20% +$1.02M 0.64% 29
2026
Q2
$4.85M Buy
+140,668
New +$5.11M 0.59% 31

Other funds holding RLY

Gibbs Wealth Management's RLY Position: Q3 2026 in Review

Gibbs Wealth Management increased its State Street Multi-Asset Real Return ETF (RLY) stake by 20% in Q3 2026, buying an estimated $1.02M and bringing the position to 168,453 shares worth $6.1M. The position accounts for 0.64% of the portfolio, ranked #29.

Gibbs Wealth Management first reported a position in RLY in Q2 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

  • Gibbs Wealth Management held 168,453 shares of State Street Multi-Asset Real Return ETF worth $6.1M as of Q3 2026.
  • Gibbs Wealth Management bought 27,785 State Street Multi-Asset Real Return ETF shares in Q3 2026, an estimated $1.02M.
  • State Street Multi-Asset Real Return ETF made up 0.64% of Gibbs Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Gibbs Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q2 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on Gibbs Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.