Thompson Davis & Co’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$276K Sell
8,005
-1,097
-12% -$39.9K 0.17% 113
2026
Q1
$329K Buy
+9,102
New +$315K 0.22% 76

Other funds holding RLY

Thompson Davis & Co's RLY Position: Q2 2026 in Review

Thompson Davis & Co reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 12% in Q2 2026, selling an estimated $39.9K and leaving 8,005 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #113.

Thompson Davis & Co first reported a position in RLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $329K in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

  • Thompson Davis & Co held 8,005 shares of State Street Multi-Asset Real Return ETF worth $276K as of Q2 2026.
  • Thompson Davis & Co sold 1,097 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $39.9K.
  • State Street Multi-Asset Real Return ETF made up 0.17% of Thompson Davis & Co's portfolio in Q2 2026, its #113 holding.
  • Thompson Davis & Co first reported a position in State Street Multi-Asset Real Return ETF in Q1 2026 and has held it in 2 quarters since.
  • Thompson Davis & Co's State Street Multi-Asset Real Return ETF position peaked at $329K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Thompson Davis & Co's 13F filing for Q2 2026, filed 29 Jul 2026.