SA
RLY icon

Sanctuary Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Sanctuary Advisors’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 		$2.14M Buy
59,129
+4,217
+8% +$146K 0.01% 928
2025
Q4 		$1.73M Buy
54,912
+7,174
+15% +$225K 0.01% 1014
2025
Q3 		$1.47M Buy
47,738
+5,651
+13% +$169K 0.01% 1062
2025
Q2 		$1.22M Buy
42,087
+726
+2% +$20.6K 0.01% 1103
2025
Q1 		$1.18M Buy
41,361
+613
+2% +$17.2K 0.01% 1054
2024
Q4 		$1.14M Buy
40,748
+6,099
+18% +$173K 0.01% 1177
2024
Q3 		$996K Sell
34,649
-4,404
-11% -$123K 0.01% 1250
2024
Q2 		$1.1M Buy
+39,053
New +$1.1M 0.01% 1148

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return