Salomon & Ludwin’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Salomon & Ludwin’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	$1.01M	Hold	27,925	–	–	0.08%	89
2026 Q2	$957K	Buy	+27,925	New	+$1.01M	0.08%	91

Other funds holding RLY

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return

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

New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 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

Salomon & Ludwin's RLY Position: Q3 2026 in Review

Salomon & Ludwin held its State Street Multi-Asset Real Return ETF (RLY) position steady in Q3 2026 at 27,925 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #89.

Salomon & Ludwin first reported a position in RLY in Q2 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

Salomon & Ludwin held 27,925 shares of State Street Multi-Asset Real Return ETF worth $1.01M as of Q3 2026.
Salomon & Ludwin left its State Street Multi-Asset Real Return ETF share count unchanged in Q3 2026.
State Street Multi-Asset Real Return ETF made up 0.08% of Salomon & Ludwin's portfolio in Q3 2026, its #89 holding.
Salomon & Ludwin first reported a position in State Street Multi-Asset Real Return ETF in Q2 2026 and has held it in 2 quarters since.
77 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.