Action Point Financial Planning’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Action Point Financial Planning’s Portfolio ONEY Stock Details ONEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Buy	+12,753	New	+$1.61M	0.17%	124

Other funds holding ONEY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $2.25B AUM 23.32% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's ONEY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2026: 12,753 shares worth $1.63M. The stake represents 0.17% of the portfolio and ranks #124 among its holdings.

120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

Action Point Financial Planning held 12,753 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $1.63M as of Q2 2026.
State Street SPDR Russell 1000 Yield Focus ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.17% of Action Point Financial Planning's portfolio in Q2 2026, its #124 holding.
120 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.