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 Q2	$957K	Buy	+27,925	New	+$1.01M	0.08%	91

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

Salomon & Ludwin's RLY Position: Q2 2026 in Review

Salomon & Ludwin opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q2 2026: 27,925 shares worth $957K. The stake represents 0.08% of the portfolio and ranks #91 among its holdings.

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

Salomon & Ludwin held 27,925 shares of State Street Multi-Asset Real Return ETF worth $957K as of Q2 2026.
State Street Multi-Asset Real Return ETF was a new Salomon & Ludwin position in Q2 2026.
State Street Multi-Asset Real Return ETF made up 0.08% of Salomon & Ludwin's portfolio in Q2 2026, its #91 holding.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.