L.K. Benson & Company’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

L.K. Benson & Company’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	$311K	Buy	9,021 +36	+0.4%	+$1.31K	0.09%	99
2026 Q1	$325K	Buy	8,985 +3	+0%	+$104	0.11%	93
2025 Q4	$282K	Buy	8,982 +85	+1%	+$2.67K	0.14%	95
2025 Q3	$275K	Sell	8,897 -235	-3%	-$7.05K	0.15%	93
2025 Q2	$266K	Buy	9,132 +34	+0.4%	+$964	0.16%	87
2025 Q1	$260K	Hold	9,098	–	–	0.18%	88
2024 Q4	$246K	Buy	+9,098	New	+$258K	0.17%	87

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

L.K. Benson & Company's RLY Position: Q2 2026 in Review

L.K. Benson & Company increased its State Street Multi-Asset Real Return ETF (RLY) stake by 0.4% in Q2 2026, buying an estimated $1.31K and bringing the position to 9,021 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #99.

L.K. Benson & Company first reported a position in RLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

L.K. Benson & Company held 9,021 shares of State Street Multi-Asset Real Return ETF worth $311K as of Q2 2026.
L.K. Benson & Company bought 36 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $1.31K.
State Street Multi-Asset Real Return ETF made up 0.09% of L.K. Benson & Company's portfolio in Q2 2026, its #99 holding.
L.K. Benson & Company first reported a position in State Street Multi-Asset Real Return ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's State Street Multi-Asset Real Return ETF position peaked at $325K in Q1 2026.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.