Portside Wealth Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Portside Wealth 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 Q3	$2.75M	Buy	75,951 +10,898	+17%	+$399K	0.31%	74
2026 Q2	$2.24M	Buy	+65,053	New	+$2.36M	0.26%	86

Other funds holding RLY

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Portside Wealth Group's RLY Position: Q3 2026 in Review

Portside Wealth Group increased its State Street Multi-Asset Real Return ETF (RLY) stake by 17% in Q3 2026, buying an estimated $399K and bringing the position to 75,951 shares worth $2.75M. The position accounts for 0.31% of the portfolio, ranked #74.

Portside Wealth Group first reported a position in RLY in Q2 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

Portside Wealth Group held 75,951 shares of State Street Multi-Asset Real Return ETF worth $2.75M as of Q3 2026.
Portside Wealth Group bought 10,898 State Street Multi-Asset Real Return ETF shares in Q3 2026, an estimated $399K.
State Street Multi-Asset Real Return ETF made up 0.31% of Portside Wealth Group's portfolio in Q3 2026, its #74 holding.
Portside Wealth Group first reported a position in State Street Multi-Asset Real Return ETF in Q2 2026 and has held it in 2 quarters since.
39 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.