Retireful LLC’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Retireful LLC’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	$410K	Buy	+11,332	New	+$393K	0.58%	44
2025 Q3	–	Sell	-79,011	Closed	-$2.3M	–	165
2025 Q2	$2.3M	Buy	+79,011	New	+$2.24M	1.58%	12
2025 Q1	–	Sell	-75,473	Closed	-$2.04M	–	152
2024 Q4	$2.04M	Buy	+75,473	New	+$2.14M	1.15%	27
2024 Q3	–	Sell	-114,469	Closed	-$3.16M	–	113
2024 Q2	$3.16M	Sell	114,469 -3,432	-3%	-$96.8K	1.49%	17
2024 Q1	$3.3M	Sell	117,901 -12,584	-10%	-$337K	1.37%	20
2023 Q4	$3.55M	Buy	+130,485	New	+$3.5M	1.55%	19
2023 Q2	–	Sell	-58,250	Closed	-$1.61M	–	116
2023 Q1	$1.61M	Buy	+58,250	New	+$1.62M	0.52%	16

Other funds holding RLY

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Retireful LLC's RLY Position: Q1 2026 in Review

Retireful LLC opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q1 2026: 11,332 shares worth $410K. The stake represents 0.58% of the portfolio and ranks #44 among its holdings. This is a return to the name: Retireful LLC previously reported a position in RLY as recently as Q2 2025.

Retireful LLC first reported a position in RLY in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.55M in Q4 2023. 151 funds tracked by Wall St. Rank hold RLY as of Q1 2026.

Retireful LLC held 11,332 shares of State Street Multi-Asset Real Return ETF worth $410K as of Q1 2026.
State Street Multi-Asset Real Return ETF was a new Retireful LLC position in Q1 2026.
State Street Multi-Asset Real Return ETF made up 0.58% of Retireful LLC's portfolio in Q1 2026, its #44 holding.
Retireful LLC first reported a position in State Street Multi-Asset Real Return ETF in Q1 2023 and has held it in 7 quarters since.
Retireful LLC's State Street Multi-Asset Real Return ETF position peaked at $3.55M in Q4 2023.
151 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.