SPDR SSGA MULTI-ASSET REAL R (RLY) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $707.47M 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 $69.38M, representing an estimated loss of -1.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
150
Total Reported Value
$707.47M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$70.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
156
Funds Exiting Positions
0
| 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 | $69,375,343 | -$1,270,244 | -1.80% | |
| D.A. Davidson & Co. | 0.34% | 1,540,561 | $55,691,307 | $54,689,916 | -$1,001,392 | -1.80% | |
| Tobias Financial Advisors, Inc. | 5.39% | 1,071,026 | $38,717,588 | $38,021,423 | -$696,165 | -1.80% | |
| Raymond James Financial Inc | 0.01% | 963,990 | $34,848,235 | $34,221,645 | -$626,590 | -1.80% | |
| Morgan Stanley | 0.00% | 948,989 | $34,305,970 | $33,689,110 | -$616,861 | -1.80% | |
| Bank Of America Corp | 0.00% | 888,051 | $32,103,044 | $31,525,811 | -$577,234 | -1.80% | |
| Lpl Financial Llc | 0.01% | 733,726 | $26,524,209 | $26,047,273 | -$476,936 | -1.80% | |
| Savant Capital, Llc | 0.12% | 685,196 | $24,769,828 | $24,324,458 | -$445,370 | -1.80% | |
| Wealth Enhancement Trust Services, Inc. | 2.72% | 621,024 | $22,450,018 | $22,046,352 | -$403,666 | -1.80% | |
| Sentinel Pension Advisors, Llc | 2.77% | 519,210 | $18,769,450 | $18,431,955 | -$337,495 | -1.80% | |
| New England Capital Financial Advisors Llc | 4.92% | 496,657 | $17,954,158 | $17,631,324 | -$322,835 | -1.80% | |
| Hightower Advisors, Llc | 0.02% | 493,089 | $17,825,189 | $17,504,660 | -$320,530 | -1.80% | |
| Johnson Bixby & Associates, Llc | 2.21% | 492,437 | $17,801,602 | $17,481,514 | -$320,089 | -1.80% | |
| First National Advisers, Llc | 2.23% | 421,698 | $15,244,000 | $14,970,279 | -$273,721 | -1.80% | |
| Smartleaf Asset Management Llc | 0.52% | 400,187 | $14,386,758 | $14,206,639 | -$180,120 | -1.25% | |
| Earned Wealth Advisors, Llc | 0.92% | 381,977 | $13,808,477 | $13,560,184 | -$248,294 | -1.80% | |
| Eldridge Investment Advisors, Inc. | 3.02% | 381,530 | $13,792,302 | $13,544,315 | -$247,987 | -1.80% | |
| Private Wealth Asset Management, Llc | 1.42% | 366,347 | $13,243,444 | $13,005,319 | -$238,126 | -1.80% | |
| Trilogy Capital Inc. | 0.56% | 348,992 | $12,616,069 | $12,389,216 | -$226,853 | -1.80% | |
| Freedom Financial Partners Llc | 4.35% | 338,201 | $12,225,965 | $12,006,136 | -$219,830 | -1.80% | |
| First Heartland Consultants, Inc. | 0.82% | 297,480 | $10,753,908 | $10,560,540 | -$193,368 | -1.80% | |
| Curi Capital, Llc | 0.19% | 295,578 | $10,685,158 | $10,493,019 | -$192,139 | -1.80% | |
| Harbor Group, Inc. | 1.52% | 291,378 | $10,533,332 | $10,343,919 | -$189,413 | -1.80% | |
| Tilson Financial Group, Inc. | 3.11% | 286,777 | $10,366,989 | $10,180,584 | -$186,406 | -1.80% | |
| Focus Partners Wealth | 0.01% | 276,863 | $10,008,623 | $9,828,637 | -$179,987 | -1.80% | |
| Rfg - Bristol Wealth Advisors, Llc | 2.67% | 273,270 | $9,878,716 | $9,701,085 | -$177,631 | -1.80% | |
| Private Client Services, Llc | 2.42% | 223,763 | $8,089,037 | $7,943,587 | -$145,451 | -1.80% | |
| Cwm, Llc | 0.02% | 212,121 | $7,668,172 | $7,530,296 | -$137,877 | -1.80% | |
| Wells Fargo & Company/Mn | 0.00% | 186,865 | $6,755,171 | $6,633,708 | -$121,464 | -1.80% | |
| Belpointe Asset Management Llc | 0.20% | 154,244 | $5,575,926 | $5,475,662 | -$100,264 | -1.80% | |
| Fortis Capital Advisors, Llc | 0.73% | 154,244 | $5,575,926 | $5,475,662 | -$100,264 | -1.80% | |
| Catalyst Financial Partners Llc | 0.61% | 142,473 | $5,150,399 | $5,057,792 | -$92,608 | -1.80% | |
| Bank Of New York Mellon Corp | 0.00% | 137,879 | $4,984,339 | $4,894,705 | -$89,635 | -1.80% | |
| Ubs Group Ag | 0.00% | 119,528 | $4,320,937 | $4,243,244 | -$77,693 | -1.80% | |
| Private Advisor Group, Llc | 0.02% | 107,736 | $3,894,675 | $3,824,628 | -$70,047 | -1.80% | |
| Geneos Wealth Management Inc. | 0.09% | 101,610 | $3,673,202 | $3,607,155 | -$66,047 | -1.80% | |
| Royal Bank Of Canada | 0.00% | 91,535 | $3,309,000 | $3,249,493 | -$59,508 | -1.80% | |
| Mbe Wealth Management, Llc | 1.33% | 88,260 | $3,190,610 | $3,133,230 | -$57,380 | -1.80% | |
| Apollon Wealth Management, Llc | 0.04% | 73,713 | $2,664,726 | $2,616,812 | -$47,915 | -1.80% | |
| United Advisor Group, Llc | 0.31% | 68,798 | $2,487,031 | $2,442,329 | -$44,702 | -1.80% | |
| Regal Investment Advisors Llc | 0.14% | 68,012 | $2,458,619 | $2,414,426 | -$44,193 | -1.80% | |
| Kwb Wealth | 0.23% | 75,303 | $2,368,292 | $2,673,257 | +$304,965 | +12.88% | |
| Captrust Financial Advisors | 0.00% | 62,204 | $2,248,675 | $2,208,242 | -$40,433 | -1.80% | |
| Coastal Bridge Advisors, Llc | 0.16% | 60,623 | $2,191,511 | $2,152,117 | -$39,395 | -1.80% | |
| Sanctuary Advisors, Llc | 0.01% | 59,129 | $2,137,502 | $2,099,080 | -$38,423 | -1.80% | |
| Scotia Capital Inc. | 0.01% | 57,388 | $2,074,576 | $2,037,274 | -$37,302 | -1.80% | |
| Illumine Investment Management, Llc | 1.53% | 55,187 | $1,994,997 | $1,959,139 | -$35,859 | -1.80% | |
| Cornerstone Advisors Asset Management, Llc | 0.29% | 51,549 | $1,863,497 | $1,829,990 | -$33,508 | -1.80% | |
| Brooklyn Investment Group | 0.05% | 47,780 | $1,727,247 | $1,696,190 | -$31,057 | -1.80% | |
| Register Financial Advisors Llc | 0.64% | 47,586 | $1,720,221 | $1,689,303 | -$30,918 | -1.80% |
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.