SPDR SSGA MULTI-ASSET REAL R (RLY) Institutional Ownership Changes & 13F Activity

SPDR SSGA MULTI-ASSET REAL R (RLY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Bank Of America Corp, Morgan Stanley, Pinnacle Financial Partners, Inc., and Larson Financial Group Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Parkside Financial Bank & TrustBuy+6,3026,302$217.48KQ2 2026Sep 04, 2026
Horan Wealth, LlcBuy+2,593+5.8%47,623$1.64MQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Buy+8,197+0.8%1,079,223$37.24MQ2 2026Aug 25, 2026
Equitable Holdings, Inc.Buy+5,019+47.5%15,585$537.82KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+312+0.5%60,935$2.10MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+644,091+66.8%1,608,081$55.49MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+548,186+61.7%1,436,237$49.56MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+279,860279,860$9.66MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+102,821+233.3%146,891$5.07MQ2 2026Aug 14, 2026
Curi Capital, LlcBuy+54,947+18.6%350,525$12.10MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+34,758+38.0%126,293$4.36MQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcBuy+30,480+8.0%412,457$14.23MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+27,44327,443$947.06KQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+24,22624,226$471.11KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+18,93718,937$653.50KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+17,477+65.4%44,217$1.53MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+8,762+2.6%352,052$12.15MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,266+22.8%33,805$1.17MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-5,703-51.6%5,358$184.91KQ2 2026Aug 14, 2026
Shelton Capital ManagementBuy+5,623+18.3%36,291$1.25MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+4,6154,615$159.26KQ2 2026Aug 14, 2026
Betterment LlcBuy+2,469+11.3%24,235$836.00KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-1,528-4.7%30,698$1.06MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,524+77.8%3,482$120.65KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+1,336+18.7%8,487$294.26KQ2 2026Aug 14, 2026
&PartnersBuy+819+2.7%30,892$1.07MQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+800+13.3%6,800$234.67KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+687+0.4%187,552$6.47MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+195+0.3%68,207$2.35MQ2 2026Aug 14, 2026
Morgan StanleyBuy+316,510+33.4%1,265,499$43.67MQ2 2026Aug 13, 2026
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Frequently asked questions about RLY activity

  • Which institutional owners are buying RLY?

    Institutional owners buying RLY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RLY activity?

    "Buy" means an investor increased their reported position in RLY compared to the prior reporting period. This reflects growing exposure to SPDR SSGA MULTI-ASSET REAL R (RLY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RLY increasing?

    Institutional interest in RLY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.