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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | Buy | +6,302 | — | 6,302 | $217.48K | Q2 2026 | Sep 04, 2026 |
| Horan Wealth, Llc | Buy | +2,593 | +5.8% | 47,623 | $1.64M | Q2 2026 | Aug 26, 2026 |
| Tobias Financial Advisors, Inc. | Buy | +8,197 | +0.8% | 1,079,223 | $37.24M | Q2 2026 | Aug 25, 2026 |
| Equitable Holdings, Inc. | Buy | +5,019 | +47.5% | 15,585 | $537.82K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +312 | +0.5% | 60,935 | $2.10M | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +644,091 | +66.8% | 1,608,081 | $55.49M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +548,186 | +61.7% | 1,436,237 | $49.56M | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +279,860 | — | 279,860 | $9.66M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +102,821 | +233.3% | 146,891 | $5.07M | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Buy | +54,947 | +18.6% | 350,525 | $12.10M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +34,758 | +38.0% | 126,293 | $4.36M | Q2 2026 | Aug 14, 2026 |
| Earned Wealth Advisors, Llc | Buy | +30,480 | +8.0% | 412,457 | $14.23M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +27,443 | — | 27,443 | $947.06K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +24,226 | — | 24,226 | $471.11K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +18,937 | — | 18,937 | $653.50K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +17,477 | +65.4% | 44,217 | $1.53M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +8,762 | +2.6% | 352,052 | $12.15M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,266 | +22.8% | 33,805 | $1.17M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -5,703 | -51.6% | 5,358 | $184.91K | Q2 2026 | Aug 14, 2026 |
| Shelton Capital Management | Buy | +5,623 | +18.3% | 36,291 | $1.25M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +4,615 | — | 4,615 | $159.26K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +2,469 | +11.3% | 24,235 | $836.00K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -1,528 | -4.7% | 30,698 | $1.06M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,524 | +77.8% | 3,482 | $120.65K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +1,336 | +18.7% | 8,487 | $294.26K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +819 | +2.7% | 30,892 | $1.07M | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +800 | +13.3% | 6,800 | $234.67K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +687 | +0.4% | 187,552 | $6.47M | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +195 | +0.3% | 68,207 | $2.35M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +316,510 | +33.4% | 1,265,499 | $43.67M | Q2 2026 | Aug 13, 2026 |
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.