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Global Retirement Partners’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Global Retirement Partners’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
Q2 		$183K Buy
+5,311
New +$193K ﹤0.01% 1633
2025
Q4 		$171K Buy
5,433
+437
+9% +$13.7K ﹤0.01% 1566
2025
Q3 		$154K Sell
4,996
-33
-0.7% -$990 ﹤0.01% 1305
2025
Q2 		$146K Buy
+5,029
New +$143K ﹤0.01% 1243
2024
Q4 		$21.7K Sell
802
-44
-5% -$1.25K ﹤0.01% 2046
2024
Q3 		$24.3K Buy
846
+2
+0.2% +$56 ﹤0.01% 1898
2024
Q2 		$23.3K Buy
844
+5
+0.6% +$141 ﹤0.01% 1906
2024
Q1 		$23.4K Sell
839
-2,494
-75% -$66.7K ﹤0.01% 1740
2023
Q4 		$88K Buy
3,333
+8
+0.2% +$215 ﹤0.01% 1111
2023
Q3 		$86.5K Buy
3,325
+1
+0% +$27 ﹤0.01% 997
2023
Q2 		$88.5K Buy
3,324
+4
+0.1% +$109 ﹤0.01% 1000
2023
Q1 		$89.5K Sell
3,320
-199
-6% -$5.54K ﹤0.01% 967
2022
Q4 		$96.9K Buy
3,519
+21
+0.6% +$588 0.01% 827
2022
Q3 		$97K Buy
3,498
+1,498
+75% +$41.9K 0.01% 789
2022
Q2 		$56K Buy
+2,000
New +$61K ﹤0.01% 953

Other funds holding RLY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Global Retirement Partners's RLY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q2 2026: 5,311 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RLY as recently as Q4 2025.

Global Retirement Partners first reported a position in RLY in Q2 2022 and has held it in 15 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

  • Global Retirement Partners held 5,311 shares of State Street Multi-Asset Real Return ETF worth $183K as of Q2 2026.
  • State Street Multi-Asset Real Return ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street Multi-Asset Real Return ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1633 holding.
  • Global Retirement Partners first reported a position in State Street Multi-Asset Real Return ETF in Q2 2022 and has held it in 15 quarters since.
  • 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.