Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Northwestern Mutual Wealth Management’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 		$334 Hold
9
– – ﹤0.01% 3893
2025
Q4 		$290 Hold
9
– – ﹤0.01% 3773
2025
Q3 		$279 Hold
9
– – ﹤0.01% 3681
2025
Q2 		$262 Sell
9
-157
-95% -$4.45K ﹤0.01% 3495
2025
Q1 		$4.74K Sell
166
-58
-26% -$1.63K ﹤0.01% 2964
2024
Q4 		$6.05K Sell
224
-2,997
-93% -$85K ﹤0.01% 2899
2024
Q3 		$92.6K Buy
3,221
+3,072
+2,062% +$85.8K ﹤0.01% 1922
2024
Q2 		$4.12K Buy
+149
New +$4.2K ﹤0.01% 2911
2023
Q3 		– Sell
-184
Closed -$4.9K – 3498
2023
Q2 		$4.9K Buy
+184
New +$5K ﹤0.01% 2796
2020
Q2 		– Sell
-395
Closed -$8K – 2640
2020
Q1 		$8K Buy
+395
New +$9.11K ﹤0.01% 1952

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