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

Tobias Financial Advisors’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	$37.2M	Buy	1,079,223 +8,197	+0.8%	+$298K	4.73%	5
2026 Q1	$38.7M	Buy	1,071,026 +27,974	+3%	+$969K	5.39%	4
2025 Q4	$32.8M	Buy	1,043,052 +79,868	+8%	+$2.51M	4.63%	6
2025 Q3	$29.7M	Buy	+963,184	New	+$28.9M	4.52%	6

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

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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Tobias Financial Advisors's RLY Position: Q2 2026 in Review

Tobias Financial Advisors increased its State Street Multi-Asset Real Return ETF (RLY) stake by 0.77% in Q2 2026, buying an estimated $298K and bringing the position to 1,079,223 shares worth $37.2M. The position accounts for 4.73% of the portfolio, ranked #5.

Tobias Financial Advisors first reported a position in RLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.7M in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

Tobias Financial Advisors held 1,079,223 shares of State Street Multi-Asset Real Return ETF worth $37.2M as of Q2 2026.
Tobias Financial Advisors bought 8,197 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $298K.
State Street Multi-Asset Real Return ETF made up 4.73% of Tobias Financial Advisors's portfolio in Q2 2026, its #5 holding.
Tobias Financial Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q3 2025 and has held it in 4 quarters since.
Tobias Financial Advisors's State Street Multi-Asset Real Return ETF position peaked at $38.7M in Q1 2026.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

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