Steward Partners Investment Advisory’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Steward Partners Investment Advisory’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	$13.8K	Hold	400	–	–	﹤0.01%	3571
2026 Q1	$14.5K	Hold	400	–	–	﹤0.01%	3387
2025 Q4	$12.6K	Hold	400	–	–	﹤0.01%	3342
2025 Q3	$12.4K	Hold	400	–	–	﹤0.01%	3311
2025 Q2	$11.6K	Hold	400	–	–	﹤0.01%	3148
2025 Q1	$11.4K	Hold	400	–	–	﹤0.01%	3026
2024 Q4	$10.8K	Hold	400	–	–	﹤0.01%	3065
2024 Q3	$11.5K	Hold	400	–	–	﹤0.01%	2897
2024 Q2	$11.1K	Sell	400 -202	-34%	-$5.7K	﹤0.01%	2773
2024 Q1	$16.8K	Hold	602	–	–	﹤0.01%	2589
2023 Q4	$16.4K	Hold	602	–	–	﹤0.01%	2492
2023 Q3	$16.2K	Sell	602 -475	-44%	-$13K	﹤0.01%	2410
2023 Q2	$28.7K	Buy	1,077 +162	+18%	+$4.4K	﹤0.01%	2106
2023 Q1	$25.2K	Hold	915	–	–	﹤0.01%	2150
2022 Q4	$25.2K	Hold	915	–	–	﹤0.01%	2130
2022 Q3	$24K	Hold	915	–	–	﹤0.01%	2146
2022 Q2	$26K	Buy	915 +515	+129%	+$15.7K	﹤0.01%	2119
2022 Q1	$12K	Hold	400	–	–	﹤0.01%	2597
2021 Q4	$11K	Hold	400	–	–	﹤0.01%	2568
2021 Q3	$11K	Hold	400	–	–	﹤0.01%	2575
2021 Q2	$11K	Hold	400	–	–	﹤0.01%	5874
2021 Q1	$10.7K	Hold	400	–	–	﹤0.01%	2752
2020 Q4	$10K	Hold	400	–	–	﹤0.01%	2318
2020 Q3	$9K	Hold	400	–	–	﹤0.01%	2187
2020 Q2	$9K	Hold	400	–	–	﹤0.01%	2090
2020 Q1	$7K	Hold	400	–	–	﹤0.01%	1987
2019 Q4	$10K	Hold	400	–	–	﹤0.01%	2024
2019 Q3	$9K	Hold	400	–	–	﹤0.01%	2055
2019 Q2	$10K	Buy	+400	New	+$10K	﹤0.01%	1988

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

Steward Partners Investment Advisory's RLY Position: Q2 2026 in Review

Steward Partners Investment Advisory held its State Street Multi-Asset Real Return ETF (RLY) position steady in Q2 2026 at 400 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

Steward Partners Investment Advisory first reported a position in RLY in Q2 2019 and has held it in 29 quarters since. The position peaked at $28.7K in Q2 2023. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Steward Partners Investment Advisory held 400 shares of State Street Multi-Asset Real Return ETF worth $13.8K as of Q2 2026.
Steward Partners Investment Advisory left its State Street Multi-Asset Real Return ETF share count unchanged in Q2 2026.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3571 holding.
Steward Partners Investment Advisory first reported a position in State Street Multi-Asset Real Return ETF in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's State Street Multi-Asset Real Return ETF position peaked at $28.7K in Q2 2023.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.