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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
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

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
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return

Global Retirement Partners's RLY Position: Q4 2025 in Review

Global Retirement Partners increased its State Street Multi-Asset Real Return ETF (RLY) stake by 8.7% in Q4 2025, buying an estimated $13.7K and bringing the position to 5,433 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Global Retirement Partners first reported a position in RLY in Q2 2022 and has held it in 14 quarters since. 128 funds tracked by Wall St. Rank hold RLY as of Q4 2025.

  • Global Retirement Partners held 5,433 shares of State Street Multi-Asset Real Return ETF worth $171K as of Q4 2025.
  • Global Retirement Partners bought 437 State Street Multi-Asset Real Return ETF shares in Q4 2025, an estimated $13.7K.
  • State Street Multi-Asset Real Return ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1566 holding.
  • Global Retirement Partners first reported a position in State Street Multi-Asset Real Return ETF in Q2 2022 and has held it in 14 quarters since.
  • 128 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.