HighTower Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

HighTower Advisors’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 Q1	$17.8M	Sell	493,089 -154,747	-24%	-$5.36M	0.02%	649
2025 Q4	$20.4M	Buy	647,836 +68,374	+12%	+$2.15M	0.02%	600
2025 Q3	$17.9M	Buy	579,462 +215,285	+59%	+$6.46M	0.02%	630
2025 Q2	$10.6M	Buy	364,177 +55,601	+18%	+$1.58M	0.01%	774
2025 Q1	$8.81M	Buy	308,576 +108	+0%	+$3.03K	0.01%	818
2024 Q4	$8.33M	Buy	308,468 +1,313	+0.4%	+$37.2K	0.01%	819
2024 Q3	$8.83M	Sell	307,155 -35,320	-10%	-$987K	0.01%	799
2024 Q2	$9.46M	Sell	342,475 -70,269	-17%	-$1.98M	0.01%	749
2024 Q1	$11.5M	Sell	412,744 -214,835	-34%	-$5.75M	0.02%	645
2023 Q4	$17.1M	Sell	627,579 -42,522	-6%	-$1.14M	0.03%	527
2023 Q3	$18.1M	Buy	670,101 +52,743	+9%	+$1.44M	0.03%	481
2023 Q2	$16.4M	Buy	617,358 +37,541	+6%	+$1.02M	0.03%	489
2023 Q1	$16M	Buy	579,817 +68,940	+13%	+$1.92M	0.03%	472
2022 Q4	$14.1M	Buy	510,877 +83,609	+20%	+$2.34M	0.03%	501
2022 Q3	$11.1M	Buy	427,268 +160,778	+60%	+$4.5M	0.03%	530
2022 Q2	$7.46M	Buy	266,490 +238,130	+840%	+$7.26M	0.02%	664
2022 Q1	$874K	Sell	28,360 -17,885	-39%	-$516K	﹤0.01%	1844
2021 Q4	$1.25M	Buy	46,245 +36,641	+382%	+$1.08M	﹤0.01%	1645
2021 Q3	$275K	Buy	9,604 +150	+2%	+$4.28K	﹤0.01%	2477
2021 Q2	$270K	Buy	+9,454	New	+$268K	﹤0.01%	2447
2014 Q4	–	Sell	-19,312	Closed	-$548K	–	1653
2014 Q3	$548K	Buy	+19,312	New	+$583K	0.01%	992

Other funds holding RLY

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HighTower Advisors's RLY Position: Q1 2026 in Review

HighTower Advisors reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 24% in Q1 2026, selling an estimated $5.36M and leaving 493,089 shares worth $17.8M. The position accounts for 0.02% of the portfolio, ranked #649.

HighTower Advisors first reported a position in RLY in Q3 2014 and has held it in 21 quarters since. The position peaked at $20.4M in Q4 2025. 151 funds tracked by Wall St. Rank hold RLY as of Q1 2026.

HighTower Advisors held 493,089 shares of State Street Multi-Asset Real Return ETF worth $17.8M as of Q1 2026.
HighTower Advisors sold 154,747 State Street Multi-Asset Real Return ETF shares in Q1 2026, an estimated $5.36M.
State Street Multi-Asset Real Return ETF made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #649 holding.
HighTower Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q3 2014 and has held it in 21 quarters since.
HighTower Advisors's State Street Multi-Asset Real Return ETF position peaked at $20.4M in Q4 2025.
151 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.