LaSalle St. Investment Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

LaSalle St. Investment Advisors’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	$320K	Buy	8,865 +3	+0%	+$104	0.05%	283
2025 Q4	$278K	Buy	8,862 +60	+0.7%	+$1.88K	0.04%	283
2025 Q3	$271K	Buy	8,802 +74	+0.8%	+$2.22K	0.05%	270
2025 Q2	$253K	Buy	8,728 +24	+0.3%	+$681	0.07%	262
2025 Q1	$248K	Buy	8,704 +339	+4%	+$9.5K	0.06%	256
2024 Q4	$226K	Buy	8,365 +42	+0.5%	+$1.19K	0.07%	248
2024 Q3	$239K	Buy	8,323 +20	+0.2%	+$559	0.09%	181
2024 Q2	$229K	Buy	+8,303	New	+$234K	0.11%	148

Other funds holding RLY

HFS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LaSalle St. Investment Advisors's RLY Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 0.03% in Q1 2026, buying an estimated $104 and bringing the position to 8,865 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #283.

LaSalle St. Investment Advisors first reported a position in RLY in Q2 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold RLY as of Q1 2026.

LaSalle St. Investment Advisors held 8,865 shares of State Street Multi-Asset Real Return ETF worth $320K as of Q1 2026.
LaSalle St. Investment Advisors bought 3 State Street Multi-Asset Real Return ETF shares in Q1 2026, an estimated $104.
State Street Multi-Asset Real Return ETF made up 0.05% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #283 holding.
LaSalle St. Investment Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q2 2024 and has held it in 8 quarters since.
151 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.