Golden State Wealth Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Golden State Wealth Management’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	$2.73K	Hold	79	–	–	﹤0.01%	1347
2026 Q1	$2.86K	Hold	79	–	–	﹤0.01%	1301
2025 Q4	$2.48K	Hold	79	–	–	﹤0.01%	1352
2025 Q3	$2.44K	Hold	79	–	–	﹤0.01%	1360
2025 Q2	$2.3K	Hold	79	–	–	﹤0.01%	1337
2025 Q1	$2.25K	Hold	79	–	–	﹤0.01%	1300
2024 Q4	$2.13K	Buy	+79	New	+$2.24K	﹤0.01%	1247
2020 Q2	–	Sell	-147	Closed	-$3K	–	774
2020 Q1	$3K	Buy	+147	New	+$3.39K	﹤0.01%	822
2019 Q4	–	Sell	-68	Closed	-$2K	–	731
2019 Q3	$2K	Sell	68 -1,392	-95%	-$34.5K	﹤0.01%	984
2019 Q2	$36K	Sell	1,460 -294	-17%	-$7.36K	0.01%	528
2019 Q1	$44K	Buy	+1,754	New	+$43.1K	0.01%	477

Other funds holding RLY

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Golden State Wealth Management's RLY Position: Q2 2026 in Review

Golden State Wealth Management held its State Street Multi-Asset Real Return ETF (RLY) position steady in Q2 2026 at 79 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Golden State Wealth Management first reported a position in RLY in Q1 2019 and has held it in 11 quarters since. The position peaked at $44K in Q1 2019. 167 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Golden State Wealth Management held 79 shares of State Street Multi-Asset Real Return ETF worth $2.73K as of Q2 2026.
Golden State Wealth Management left its State Street Multi-Asset Real Return ETF share count unchanged in Q2 2026.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1347 holding.
Golden State Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's State Street Multi-Asset Real Return ETF position peaked at $44K in Q1 2019.
167 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.