Wallace Advisory Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Wallace Advisory Group’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 Q3	$203K	Buy	+5,597	New	+$205K	0.19%	123

Other funds holding RLY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Tobias Financial Advisors Plantation, Florida $830M AUM 11.73% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return

Wallace Advisory Group's RLY Position: Q3 2026 in Review

Wallace Advisory Group opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q3 2026: 5,597 shares worth $203K. The stake represents 0.19% of the portfolio and ranks #123 among its holdings.

158 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

Wallace Advisory Group held 5,597 shares of State Street Multi-Asset Real Return ETF worth $203K as of Q3 2026.
State Street Multi-Asset Real Return ETF was a new Wallace Advisory Group position in Q3 2026.
State Street Multi-Asset Real Return ETF made up 0.19% of Wallace Advisory Group's portfolio in Q3 2026, its #123 holding.
158 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on Wallace Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.