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RLY · State Street(R) Multi-Asset Real Return ETF ETF

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$37.85 -0.09 (-0.24%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $39,104,936
Total Shares: 1,133,148

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 3 13F filers · Δ vs Sep 30, 2025
Top Holder
95.2%
Sep 2021 → Jun 2026 · range 10.3% – 100.0%
−4.8 pts
Top 5
100.0%
Sep 2021 → Jun 2026 · range 35.5% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2021 → Jun 2026 · range 55.0% – 100.0%
0.0 pts
HHI
9,089
Sep 2021 → Jun 2026 · range 434 – 10,000
Highly concentrated−911

Quarterly Activity

vs Sep 30, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +6903.8%
Shares held: +6167.1%

Top New Positions

vs Sep 30, 2025
Institution Acquired Value (USD) Open
TOBIAS FINANCIAL ADVISORS, INC. 1,079,223 $37,243,985
HORAN Wealth, LLC 47,623 $1,643,469
Parkside Financial Bank & Trust 6,302 $217,482

Top Sold-Out Positions

vs Sep 30, 2025
Institution Previously Held Last Value (USD) Open
Advisors Asset Management, Inc. 18,081 $558,341
Filter: New 3 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
TOBIAS FINANCIAL ADVISORS, INC. RLY $37,243,985 95.24% 1,079,223
HORAN Wealth, LLC RLY $1,643,469 4.20% 47,623
Parkside Financial Bank & Trust RLY $217,482 0.56% 6,302