Stifel Financial’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Stifel Financial’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	$980K	Buy	28,392 +3,167	+13%	+$115K	﹤0.01%	2574
2026 Q1	$912K	Buy	25,225 +11,194	+80%	+$388K	﹤0.01%	2502
2025 Q4	$441K	Buy	14,031 +1,786	+15%	+$56K	﹤0.01%	2932
2025 Q3	$378K	Buy	+12,245	New	+$367K	﹤0.01%	2976
2018 Q4	–	Sell	-7,538	Closed	-$203K	–	2786
2018 Q3	$203K	Sell	7,538 -949	-11%	-$24.9K	﹤0.01%	2575
2018 Q2	$227K	Sell	8,487 -743	-8%	-$19.9K	﹤0.01%	2472
2018 Q1	$243K	Sell	9,230 -961	-9%	-$25.4K	﹤0.01%	2363
2017 Q4	$273K	Sell	10,191 -144	-1%	-$3.69K	﹤0.01%	2256
2017 Q3	$261K	Sell	10,335 -566	-5%	-$14K	﹤0.01%	2229
2017 Q2	$262K	Sell	10,901 -142	-1%	-$3.45K	﹤0.01%	2199
2017 Q1	$273K	Buy	+11,043	New	+$272K	﹤0.01%	2154
2016 Q4	–	Sell	-10,895	Closed	-$269K	–	2538
2016 Q3	$269K	Buy	10,895 +275	+3%	+$6.74K	﹤0.01%	2036
2016 Q2	$258K	Sell	10,620 -1,656	-13%	-$39.4K	﹤0.01%	2128
2016 Q1	$284K	Buy	12,276 +967	+9%	+$21.2K	﹤0.01%	1842
2015 Q4	$252K	Sell	11,309 -4,433	-28%	-$103K	﹤0.01%	2005
2015 Q3	$357K	Buy	15,742 +3,003	+24%	+$72.4K	﹤0.01%	1747
2015 Q2	$329K	Buy	12,739 +751	+6%	+$20.1K	﹤0.01%	1911
2015 Q1	$314K	Buy	+11,988	New	+$320K	﹤0.01%	1879
2014 Q4	–	Sell	-7,952	Closed	-$226K	–	2426
2014 Q3	$226K	Buy	+7,952	New	+$240K	﹤0.01%	1951

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

Stifel Financial's RLY Position: Q2 2026 in Review

Stifel Financial increased its State Street Multi-Asset Real Return ETF (RLY) stake by 13% in Q2 2026, buying an estimated $115K and bringing the position to 28,392 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Stifel Financial first reported a position in RLY in Q3 2014 and has held it in 19 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Stifel Financial held 28,392 shares of State Street Multi-Asset Real Return ETF worth $980K as of Q2 2026.
Stifel Financial bought 3,167 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $115K.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2574 holding.
Stifel Financial first reported a position in State Street Multi-Asset Real Return ETF in Q3 2014 and has held it in 19 quarters since.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.