XY Planning Network’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

XY Planning Network’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	$607K	Sell	17,600 -110	-0.6%	-$4K	0.08%	186
2026 Q1	$639K	Hold	17,710	–	–	0.1%	166
2025 Q4	$557K	Sell	17,710 -10,262	-37%	-$322K	0.1%	163
2025 Q3	$814K	Hold	27,972	–	–	0.28%	82
2025 Q2	$814K	Buy	+27,972	New	+$793K	0.28%	82

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

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 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

XY Planning Network's RLY Position: Q2 2026 in Review

XY Planning Network reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 0.62% in Q2 2026, selling an estimated $4K and leaving 17,600 shares worth $607K. The position accounts for 0.08% of the portfolio, ranked #186.

XY Planning Network first reported a position in RLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $814K in Q3 2025. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

XY Planning Network held 17,600 shares of State Street Multi-Asset Real Return ETF worth $607K as of Q2 2026.
XY Planning Network sold 110 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $4K.
State Street Multi-Asset Real Return ETF made up 0.08% of XY Planning Network's portfolio in Q2 2026, its #186 holding.
XY Planning Network first reported a position in State Street Multi-Asset Real Return ETF in Q2 2025 and has held it in 5 quarters since.
XY Planning Network's State Street Multi-Asset Real Return ETF position peaked at $814K in Q3 2025.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.