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

Strategic Wealth Partners’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
Q3 		– Sell
-56
Closed -$1.63K – 1379
2025
Q2 		$1.63K Buy
+56
New +$1.59K ﹤0.01% 1021

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 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 $3.81B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strategic Wealth Partners's RLY Position: Q3 2025 in Review

Strategic Wealth Partners sold out of State Street Multi-Asset Real Return ETF (RLY) in Q3 2025, closing a stake of 56 shares — an estimated $1.63K sold.

Strategic Wealth Partners first reported a position in RLY in Q2 2025 and held it in 1 quarter. The position peaked at $1.63K in Q2 2025. 123 funds tracked by Wall St. Rank hold RLY as of Q3 2025.

  • Strategic Wealth Partners reported no remaining State Street Multi-Asset Real Return ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 56 State Street Multi-Asset Real Return ETF shares in Q3 2025, an estimated $1.63K.
  • Strategic Wealth Partners first reported a position in State Street Multi-Asset Real Return ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's State Street Multi-Asset Real Return ETF position peaked at $1.63K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.