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Simplicity Wealth’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Simplicity Wealth’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
2025
Q4 		– Sell
-13,003
Closed -$402K – 765
2025
Q3 		$402K Buy
+13,003
New +$390K 0.02% 496

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 $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Simplicity Wealth's RLY Position: Q4 2025 in Review

Simplicity Wealth sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2025, closing a stake of 13,003 shares — an estimated $402K sold.

Simplicity Wealth first reported a position in RLY in Q3 2025 and held it in 1 quarter. The position peaked at $402K in Q3 2025. 129 funds tracked by Wall St. Rank hold RLY as of Q4 2025.

  • Simplicity Wealth reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 13,003 State Street Multi-Asset Real Return ETF shares in Q4 2025, an estimated $402K.
  • Simplicity Wealth first reported a position in State Street Multi-Asset Real Return ETF in Q3 2025 and held it in 1 quarter.
  • Simplicity Wealth's State Street Multi-Asset Real Return ETF position peaked at $402K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.