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

Win 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 		$951K Sell
27,545
-177
-0.6% -$6.43K 0.34% 47
2026
Q1 		$1M Buy
+27,722
New +$961K 0.46% 52

Other funds holding RLY

Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
LPL Financial
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

Win Advisors's RLY Position: Q2 2026 in Review

Win Advisors reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 0.64% in Q2 2026, selling an estimated $6.43K and leaving 27,545 shares worth $951K. The position accounts for 0.34% of the portfolio, ranked #47.

Win Advisors first reported a position in RLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $1M in Q1 2026. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

  • Win Advisors held 27,545 shares of State Street Multi-Asset Real Return ETF worth $951K as of Q2 2026.
  • Win Advisors sold 177 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $6.43K.
  • State Street Multi-Asset Real Return ETF made up 0.34% of Win Advisors's portfolio in Q2 2026, its #47 holding.
  • Win Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q1 2026 and has held it in 2 quarters since.
  • Win Advisors's State Street Multi-Asset Real Return ETF position peaked at $1M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.