Who Owns RLY?
State Street Multi-Asset Real Return ETF — Institutional Ownership & 13F Holdings
$36.59
+0.02 (+0.05%)
Market Cap
$709.5M
Shares Outstanding
19,890,482
Institutional Holders
107
Total Inst. Value
$384.0M
% of Float Held
—
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
26
Closed Positions
15
Increased
40
Decreased
29
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC.New | $56.6M | 1,983,324 |
| 2 | D.A. DAVIDSON & CO. | $34.1M | 1,194,795 |
| 3 | Corrigan Financial, Inc.New | $25.8M | 904,459 |
| 4 | First International Bank & TrustNew | $24.5M | 859,049 |
| 5 | BANK OF AMERICA CORP /DE/ | $21.4M | 750,176 |
| 6 | Capital Analysts, LLC | $18.4M | 646,187 |
| 7 | MORGAN STANLEY | $16.7M | 586,790 |
| 8 | New England Capital Financial Advisors LLC | $13.8M | 484,546 |
| 9 | Trilogy Capital Inc. | $11.7M | 411,152 |
| 10 | Visionary Wealth Advisors | $10.0M | 348,964 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HANTZ FINANCIAL SERVICES, INC.New | +2.0M | $56.6M |
| D.A. DAVIDSON & CO. | +64K | $34.1M |
| Corrigan Financial, Inc.New | +904K | $25.8M |
| First International Bank & TrustNew | +859K | $24.5M |
| BANK OF AMERICA CORP /DE/ | +4K | $21.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Capital Analysts, LLC | -474K | $18.4M |
| WELLS FARGO & COMPANY/MN | -245K | $8.2M |
| THRIVENT FINANCIAL FOR LUTHERANS | -215K | $865 |
| Cornerstone Wealth Group, LLC | -160K | $226K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -140K | $563K |
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Frequently Asked Questions
How many institutional investors hold RLY?
As of Q1 2025, 107 institutional investors report holding RLY (State Street Multi-Asset Real Return ETF) in their 13F filings.
Which hedge fund owns the most RLY?
The largest institutional holder of RLY is HANTZ FINANCIAL SERVICES, INC. with $56.6M in shares.
Are institutions buying or selling RLY?
This quarter, 26 institutions opened new positions in RLY and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.