PMFA
RLY icon

Plante Moran Financial Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Plante Moran Financial 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
Q2 		$50.6K Buy
+1,465
New +$53.2K ﹤0.01% 346

Other funds holding RLY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Plante Moran Financial Advisors's RLY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q2 2026: 1,465 shares worth $50.6K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings.

166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

  • Plante Moran Financial Advisors held 1,465 shares of State Street Multi-Asset Real Return ETF worth $50.6K as of Q2 2026.
  • State Street Multi-Asset Real Return ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • State Street Multi-Asset Real Return ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #346 holding.
  • 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.