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 Q2	$335K	Sell	9,714 -1,618	-14%	-$58.8K	0.31%	70
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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Retireful LLC's RLY Position: Q2 2026 in Review

Retireful LLC reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 14% in Q2 2026, selling an estimated $58.8K and leaving 9,714 shares worth $335K. The position accounts for 0.31% of the portfolio, ranked #70.

Retireful LLC first reported a position in RLY in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.55M in Q4 2023. 167 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Retireful LLC held 9,714 shares of State Street Multi-Asset Real Return ETF worth $335K as of Q2 2026.
Retireful LLC sold 1,618 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $58.8K.
State Street Multi-Asset Real Return ETF made up 0.31% of Retireful LLC's portfolio in Q2 2026, its #70 holding.
Retireful LLC first reported a position in State Street Multi-Asset Real Return ETF in Q1 2023 and has held it in 8 quarters since.
Retireful LLC's State Street Multi-Asset Real Return ETF position peaked at $3.55M in Q4 2023.
167 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.