Larson Financial Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Larson Financial Group’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	$5.07M	Buy	146,891 +102,821	+233%	+$3.74M	0.13%	125
2026 Q1	$1.59M	Sell	44,070 -1,781	-4%	-$61.7K	0.05%	258
2025 Q4	$1.44M	Sell	45,851 -85,578	-65%	-$2.68M	0.05%	270
2025 Q3	$4.06M	Buy	131,429 +3,559	+3%	+$107K	0.14%	131
2025 Q2	$3.72M	Sell	127,870 -77,823	-38%	-$2.21M	0.15%	132
2025 Q1	$5.87M	Sell	205,693 -37,294	-15%	-$1.04M	0.28%	72
2024 Q4	$6.57M	Buy	242,987 +154,222	+174%	+$4.37M	0.34%	63
2024 Q3	$2.55M	Buy	88,765 +56,769	+177%	+$1.59M	0.14%	130
2024 Q2	$884K	Buy	+31,996	New	+$903K	0.06%	206

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

Larson Financial Group's RLY Position: Q2 2026 in Review

Larson Financial Group increased its State Street Multi-Asset Real Return ETF (RLY) stake by 233% in Q2 2026, buying an estimated $3.74M and bringing the position to 146,891 shares worth $5.07M. The position accounts for 0.13% of the portfolio, ranked #125.

Larson Financial Group first reported a position in RLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.57M in Q4 2024. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Larson Financial Group held 146,891 shares of State Street Multi-Asset Real Return ETF worth $5.07M as of Q2 2026.
Larson Financial Group bought 102,821 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $3.74M.
State Street Multi-Asset Real Return ETF made up 0.13% of Larson Financial Group's portfolio in Q2 2026, its #125 holding.
Larson Financial Group first reported a position in State Street Multi-Asset Real Return ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's State Street Multi-Asset Real Return ETF position peaked at $6.57M in Q4 2024.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.