Independent Family Office’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Independent Family Office’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	$1.43M	Hold	39,611	–	–	0.59%	32
2025 Q4	$1.25M	Hold	39,611	–	–	0.52%	31
2025 Q3	$1.22M	Hold	39,611	–	–	0.52%	31
2025 Q2	$1.15M	Sell	39,611 -2,685	-6%	-$76.2K	0.53%	35
2025 Q1	$1.21M	Hold	42,296	–	–	0.63%	28
2024 Q4	$1.14M	Sell	42,296 -111,049	-72%	-$3.15M	0.59%	32
2024 Q3	$4.4M	Buy	153,345 +14,277	+10%	+$399K	2.21%	11
2024 Q2	$3.84M	Buy	139,068 +15,333	+12%	+$433K	2.19%	11
2024 Q1	$3.46M	Buy	123,735 +615	+0.5%	+$16.5K	1.86%	11
2023 Q4	$3.35M	Sell	123,120 -27,400	-18%	-$735K	1.9%	12
2023 Q3	$4.06M	Sell	150,520 -2,825	-2%	-$77.2K	2.53%	10
2023 Q2	$4.08M	Sell	153,345 -1,115	-0.7%	-$30.3K	2.47%	10
2023 Q1	$4.26M	Buy	154,460 +6,245	+4%	+$174K	2.46%	12
2022 Q4	$4.08M	Buy	148,215 +7,017	+5%	+$196K	2.45%	10
2022 Q3	$3.66M	Sell	141,198 -105,786	-43%	-$2.96M	1.8%	11
2022 Q2	$93.2K	Buy	246,984 +228,713	+1,252%	+$6.97M	45.98%	1
2022 Q1	$563K	Buy	+18,271	New	+$527K	0.18%	42

Other funds holding RLY

HFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Independent Family Office's RLY Position: Q1 2026 in Review

Independent Family Office held its State Street Multi-Asset Real Return ETF (RLY) position steady in Q1 2026 at 39,611 shares worth $1.43M. The position accounts for 0.59% of the portfolio, ranked #32.

Independent Family Office first reported a position in RLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.4M in Q3 2024. 151 funds tracked by Wall St. Rank hold RLY as of Q1 2026.

Independent Family Office held 39,611 shares of State Street Multi-Asset Real Return ETF worth $1.43M as of Q1 2026.
Independent Family Office left its State Street Multi-Asset Real Return ETF share count unchanged in Q1 2026.
State Street Multi-Asset Real Return ETF made up 0.59% of Independent Family Office's portfolio in Q1 2026, its #32 holding.
Independent Family Office first reported a position in State Street Multi-Asset Real Return ETF in Q1 2022 and has held it in 17 quarters since.
Independent Family Office's State Street Multi-Asset Real Return ETF position peaked at $4.4M in Q3 2024.
151 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.