HCR Wealth Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
Other funds holding RLY
HFS
DADC
SC
TFA
CAL
HCR Wealth Advisors's RLY Position: Q2 2026 in Review
HCR Wealth Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 6.9% in Q2 2026, buying an estimated $19K and bringing the position to 8,111 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #218.
HCR Wealth Advisors first reported a position in RLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.
- HCR Wealth Advisors held 8,111 shares of State Street Multi-Asset Real Return ETF worth $280K as of Q2 2026.
- HCR Wealth Advisors bought 522 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $19K.
- State Street Multi-Asset Real Return ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #218 holding.
- HCR Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2025 and has held it in 3 quarters since.
- HCR Wealth Advisors's State Street Multi-Asset Real Return ETF position peaked at $333K in Q4 2025.
- 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.