MFG
RLY icon

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

Merit 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
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

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return