JFS 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
JFS Wealth Advisors's RLY Position: Q2 2026 in Review
JFS Wealth Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 63% in Q2 2026, buying an estimated $74.5K and bringing the position to 5,325 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #346.
JFS Wealth Advisors first reported a position in RLY in Q4 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.
- JFS Wealth Advisors held 5,325 shares of State Street Multi-Asset Real Return ETF worth $184K as of Q2 2026.
- JFS Wealth Advisors bought 2,050 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $74.5K.
- State Street Multi-Asset Real Return ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #346 holding.
- JFS 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.
- 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.