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RLY icon

NewEdge Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

NewEdge 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
2025
Q4 		– Sell
-65
Closed -$2.01K – 4352
2025
Q3 		$2.01K Sell
65
-100
-61% -$3K ﹤0.01% 3779
2025
Q2 		$4.8K Hold
165
– – ﹤0.01% 3421
2025
Q1 		$4.71K Sell
165
-235
-59% -$6.58K ﹤0.01% 3318
2024
Q4 		$10.8K Hold
400
– – ﹤0.01% 3014
2024
Q3 		$11.5K Hold
400
– – ﹤0.01% 2893
2024
Q2 		$11.1K Hold
400
– – ﹤0.01% 2828
2024
Q1 		$11.2K Hold
400
– – ﹤0.01% 2835
2023
Q4 		$10.9K Hold
400
– – ﹤0.01% 2808
2023
Q3 		$10.8K Hold
400
– – ﹤0.01% 2550
2023
Q2 		$10.7K Sell
400
-700
-64% -$19K ﹤0.01% 2579
2023
Q1 		$30.3K Sell
1,100
-150
-12% -$4.17K ﹤0.01% 2199
2022
Q4 		$34 Buy
+1,250
New +$35K ﹤0.01% 3527

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
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $826M AUM
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return