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 Q3	$583K	Sell	16,119 -1,481	-8%	-$54.2K	0.06%	214
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

WETS

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

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

XY Planning Network's RLY Position: Q3 2026 in Review

XY Planning Network reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 8.4% in Q3 2026, selling an estimated $54.2K and leaving 16,119 shares worth $583K. The position accounts for 0.06% of the portfolio, ranked #214.

XY Planning Network first reported a position in RLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $814K in Q3 2025. 21 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

XY Planning Network held 16,119 shares of State Street Multi-Asset Real Return ETF worth $583K as of Q3 2026.
XY Planning Network sold 1,481 State Street Multi-Asset Real Return ETF shares in Q3 2026, an estimated $54.2K.
State Street Multi-Asset Real Return ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #214 holding.
XY Planning Network first reported a position in State Street Multi-Asset Real Return ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's State Street Multi-Asset Real Return ETF position peaked at $814K in Q3 2025.
21 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.