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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.51M Sell
41,608
-63
-0.2% -$2.31K 0.01% 930
2026
Q2
$1.44M Hold
41,671
– – 0.01% 893
2026
Q1
$1.51M Buy
41,671
+27,697
+198% +$960K 0.01% 805
2025
Q4
$439K Sell
13,974
-3,923
-22% -$123K ﹤0.01% 1372
2025
Q3
$553K Sell
17,897
-180
-1% -$5.4K 0.01% 1126
2025
Q2
$526K Sell
18,077
-9,402
-34% -$267K 0.01% 1078
2025
Q1
$784K Buy
27,479
+2,535
+10% +$71K 0.01% 750
2024
Q4
$674K Buy
24,944
+238
+1% +$6.75K 0.01% 618
2024
Q3
$710K Buy
24,706
+18
+0.1% +$503 0.02% 487
2024
Q2
$682K Hold
24,688
– – 0.02% 506
2024
Q1
$695K Buy
+24,688
New +$661K 0.02% 498

Other funds holding RLY

Merit Financial Group's RLY Position: Q3 2026 in Review

Merit Financial Group reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 0.15% in Q3 2026, selling an estimated $2.31K and leaving 41,608 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #930.

Merit Financial Group first reported a position in RLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.51M in Q1 2026. 142 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

  • Merit Financial Group held 41,608 shares of State Street Multi-Asset Real Return ETF worth $1.51M as of Q3 2026.
  • Merit Financial Group sold 63 State Street Multi-Asset Real Return ETF shares in Q3 2026, an estimated $2.31K.
  • State Street Multi-Asset Real Return ETF made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #930 holding.
  • Merit Financial Group first reported a position in State Street Multi-Asset Real Return ETF in Q1 2024 and has held it in 11 quarters since.
  • Merit Financial Group's State Street Multi-Asset Real Return ETF position peaked at $1.51M in Q1 2026.
  • 142 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.