SPDR SSGA MULTI-ASSET REAL R (RLY) Institutional Shareholders
SPDR SSGA MULTI-ASSET REAL R (RLY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $741.11M in RLY holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of RLY tracked by InsiderSet, reporting ownership valued at approximately $70.65M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $70.47M, representing an estimated loss of -0.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed RLY value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, D.A. Davidson & Co., Tobias Financial Advisors, Inc., and several other long-term asset managers with concentrated positions in SPDR SSGA MULTI-ASSET REAL R (RLY).
This page ranks the largest institutional RLY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
158
Total Reported Value
$741.11M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$70.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.02% | 1,954,235 | $70,645,586 | $70,469,714 | -$175,872 | -0.25% | |
| D.A. Davidson & Co. | 0.31% | 1,615,433 | $55,748,602 | $58,252,514 | +$2,503,912 | +4.49% | |
| Tobias Financial Advisors, Inc. | 5.39% | 1,071,026 | $38,717,588 | $38,621,198 | -$96,390 | -0.25% | |
| Raymond James Financial Inc | 0.01% | 963,990 | $34,848,235 | $34,761,479 | -$86,756 | -0.25% | |
| Morgan Stanley | 0.00% | 948,989 | $34,305,970 | $34,220,543 | -$85,427 | -0.25% | |
| Bank Of America Corp | 0.00% | 888,051 | $32,103,044 | $32,023,119 | -$79,925 | -0.25% | |
| Lpl Financial Llc | 0.01% | 733,726 | $26,524,209 | $26,458,160 | -$66,049 | -0.25% | |
| Savant Capital, Llc | 0.12% | 685,196 | $24,769,828 | $24,708,168 | -$61,660 | -0.25% | |
| Trilogy Capital Inc. | 0.89% | 664,246 | $22,923,141 | $23,952,711 | +$1,029,570 | +4.49% | |
| Sentinel Pension Advisors, Llc | 2.69% | 575,103 | $20,473,657 | $20,738,214 | +$264,557 | +1.29% | |
| Wealth Enhancement Trust Services, Inc. | 2.38% | 598,903 | $18,835,500 | $21,596,442 | +$2,760,942 | +14.66% | |
| Johnson Bixby & Associates, Llc | 2.04% | 529,195 | $18,262,511 | $19,082,772 | +$820,261 | +4.49% | |
| Hightower Advisors, Llc | 0.02% | 493,089 | $17,825,189 | $17,780,789 | -$44,400 | -0.25% | |
| New England Capital Financial Advisors Llc | 4.19% | 508,246 | $17,539,575 | $18,327,351 | +$787,776 | +4.49% | |
| Smartleaf Asset Management Llc | 0.52% | 400,187 | $14,386,758 | $14,430,743 | +$43,985 | +0.31% | |
| Private Advisor Group, Llc | 0.06% | 401,509 | $13,856,075 | $14,478,415 | +$622,340 | +4.49% | |
| Earned Wealth Advisors, Llc | 0.92% | 381,977 | $13,808,477 | $13,774,091 | -$34,386 | -0.25% | |
| Eldridge Investment Advisors, Inc. | 3.02% | 381,530 | $13,792,302 | $13,757,972 | -$34,330 | -0.25% | |
| First National Advisers, Llc | 1.90% | 391,401 | $13,507,000 | $14,113,920 | +$606,920 | +4.49% | |
| Private Wealth Asset Management, Llc | 1.42% | 366,347 | $13,243,444 | $13,210,473 | -$32,971 | -0.25% | |
| Freedom Financial Partners Llc | 4.35% | 338,201 | $12,225,965 | $12,195,528 | -$30,437 | -0.25% | |
| Curi Capital, Llc | 0.19% | 295,578 | $10,685,158 | $10,658,543 | -$26,615 | -0.25% | |
| First Heartland Consultants, Inc. | 0.66% | 297,150 | $10,254,656 | $10,715,229 | +$460,573 | +4.49% | |
| Harbor Group, Inc. | 1.20% | 295,829 | $10,209,056 | $10,667,594 | +$458,538 | +4.49% | |
| Focus Partners Wealth | 0.01% | 276,863 | $10,008,623 | $9,983,680 | -$24,943 | -0.25% | |
| Tilson Financial Group, Inc. | 2.70% | 284,741 | $9,826,424 | $10,267,760 | +$441,336 | +4.49% | |
| Rfg - Bristol Wealth Advisors, Llc | 2.27% | 272,638 | $9,408,752 | $9,831,326 | +$422,574 | +4.49% | |
| Intrua Financial, Llc | 0.82% | 251,691 | $8,685,866 | $9,075,977 | +$390,111 | +4.49% | |
| Private Client Services, Llc | 2.10% | 232,243 | $8,014,694 | $8,374,683 | +$359,989 | +4.49% | |
| Cwm, Llc | 0.02% | 212,121 | $7,668,172 | $7,649,083 | -$19,089 | -0.25% | |
| Wells Fargo & Company/Mn | 0.00% | 186,865 | $6,755,171 | $6,738,352 | -$16,819 | -0.25% | |
| Catalyst Financial Partners Llc | 0.61% | 176,949 | $6,106,523 | $6,380,781 | +$274,258 | +4.49% | |
| Belpointe Asset Management Llc | 0.18% | 161,250 | $5,564,750 | $5,814,675 | +$249,925 | +4.49% | |
| Fortis Capital Advisors, Llc | 0.63% | 161,250 | $5,564,750 | $5,814,675 | +$249,925 | +4.49% | |
| Bank Of New York Mellon Corp | 0.00% | 137,879 | $4,984,339 | $4,971,917 | -$12,422 | -0.25% | |
| Trinity Wealth Management, Llc | 1.45% | 132,284 | $4,565,121 | $4,770,161 | +$205,040 | +4.49% | |
| Ubs Group Ag | 0.00% | 119,528 | $4,320,937 | $4,310,180 | -$10,757 | -0.25% | |
| Mbe Wealth Management, Llc | 1.41% | 116,038 | $4,004,457 | $4,184,330 | +$179,873 | +4.49% | |
| Geneos Wealth Management Inc. | 0.09% | 101,610 | $3,673,202 | $3,664,057 | -$9,145 | -0.25% | |
| Royal Bank Of Canada | 0.00% | 91,535 | $3,309,000 | $3,300,752 | -$8,248 | -0.25% | |
| Crusonia Wealth Advisors Llc | 0.41% | 71,689 | $2,473,987 | $2,585,105 | +$111,118 | +4.49% | |
| Apollon Wealth Management, Llc | 0.03% | 71,684 | $2,473,820 | $2,584,925 | +$111,105 | +4.49% | |
| Regal Investment Advisors Llc | 0.14% | 68,012 | $2,458,619 | $2,452,513 | -$6,106 | -0.25% | |
| United Advisor Group, Llc | 0.26% | 70,769 | $2,442,239 | $2,551,930 | +$109,691 | +4.49% | |
| Captrust Financial Advisors | 0.00% | 62,204 | $2,248,675 | $2,243,076 | -$5,599 | -0.25% | |
| Portside Wealth Group, Llc | 0.26% | 65,053 | $2,244,979 | $2,345,811 | +$100,832 | +4.49% | |
| Coastal Bridge Advisors, Llc | 0.16% | 60,623 | $2,191,511 | $2,186,065 | -$5,446 | -0.25% | |
| Sanctuary Advisors, Llc | 0.01% | 59,129 | $2,137,502 | $2,132,192 | -$5,310 | -0.25% | |
| Scotia Capital Inc. | 0.01% | 57,388 | $2,074,576 | $2,069,411 | -$5,165 | -0.25% | |
| Illumine Investment Management, Llc | 1.35% | 0 | $2,068,759 | — | — | — |
Frequently asked questions about RLY
Who owns the most RLY stock?
The largest holders of RLY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR SSGA MULTI-ASSET REAL R (RLY).
Is RLY widely held by superinvestors?
Many widely followed stocks like RLY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RLY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.