Waverly Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
Other funds holding RLY
HFS
DADC
SC
TFA
CAL
Waverly Advisors's RLY Position: Q2 2026 in Review
Waverly Advisors reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 4.7% in Q2 2026, selling an estimated $55.5K and leaving 30,698 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #874.
Waverly Advisors first reported a position in RLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.
- Waverly Advisors held 30,698 shares of State Street Multi-Asset Real Return ETF worth $1.06M as of Q2 2026.
- Waverly Advisors sold 1,528 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $55.5K.
- State Street Multi-Asset Real Return ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #874 holding.
- Waverly Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2025 and has held it in 3 quarters since.
- Waverly Advisors's State Street Multi-Asset Real Return ETF position peaked at $1.16M in Q1 2026.
- 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.