Keystone Financial Group (Kentucky)’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Keystone Financial Group (Kentucky)’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	$542K	Sell	15,694 -2,864	-15%	-$104K	0.03%	313
2026 Q1	$671K	Sell	18,558 -199	-1%	-$6.9K	0.05%	256
2025 Q4	$590K	Sell	18,757 -228	-1%	-$7.15K	0.04%	235
2025 Q3	$586K	Sell	18,985 -27	-0.1%	-$810	0.04%	220
2025 Q2	$553K	Sell	19,012 -232	-1%	-$6.58K	0.05%	218
2025 Q1	$549K	Sell	19,244 -200	-1%	-$5.6K	0.06%	204
2024 Q4	$525K	Buy	19,444 +115	+0.6%	+$3.26K	0.05%	208
2024 Q3	$556K	Buy	+19,329	New	+$540K	0.07%	178
2024 Q2	–	Sell	-17,415	Closed	-$487K	–	268
2024 Q1	$487K	Buy	17,415 +3,461	+25%	+$92.6K	0.07%	186
2023 Q4	$380K	Buy	13,954 +883	+7%	+$23.7K	0.07%	185
2023 Q3	$352K	Buy	13,071 +802	+7%	+$21.9K	0.06%	199
2023 Q2	$327K	Buy	+12,269	New	+$333K	0.06%	204

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

Keystone Financial Group (Kentucky)'s RLY Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 15% in Q2 2026, selling an estimated $104K and leaving 15,694 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #313.

Keystone Financial Group (Kentucky) first reported a position in RLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $671K in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Keystone Financial Group (Kentucky) held 15,694 shares of State Street Multi-Asset Real Return ETF worth $542K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 2,864 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $104K.
State Street Multi-Asset Real Return ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #313 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street Multi-Asset Real Return ETF in Q2 2023 and has held it in 12 quarters since.
Keystone Financial Group (Kentucky)'s State Street Multi-Asset Real Return ETF position peaked at $671K in Q1 2026.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.