Ally Invest Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Ally Invest Advisors’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 Q1	$381K	Buy	3,170 +125	+4%	+$15.2K	0.03%	61
2025 Q4	$346K	Buy	3,045 +691	+29%	+$78.1K	0.02%	64
2025 Q3	$266K	Buy	2,354 +41	+2%	+$4.62K	0.02%	71
2025 Q2	$250K	Sell	2,313 -183	-7%	-$19.3K	0.02%	70
2025 Q1	$273K	Sell	2,496 -110	-4%	-$12.2K	0.02%	62
2024 Q4	$284K	Sell	2,606 -105	-4%	-$11.8K	0.02%	61
2024 Q3	$304K	Sell	2,711 -520	-16%	-$56.3K	0.03%	58
2024 Q2	$335K	Sell	3,231 -51	-2%	-$5.37K	0.03%	55
2024 Q1	$357K	Sell	3,282 -473	-13%	-$47.9K	0.04%	54
2023 Q4	$378K	Sell	3,755 -193	-5%	-$18K	0.04%	46
2023 Q3	$361K	Sell	3,948 -109	-3%	-$10.5K	0.04%	41
2023 Q2	$387K	Buy	4,057 +405	+11%	+$37.5K	0.04%	38
2023 Q1	$344K	Buy	+3,652	New	+$353K	0.04%	37

Other funds holding ONEY

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LGA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ally Invest Advisors's ONEY Position: Q1 2026 in Review

Ally Invest Advisors increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 4.1% in Q1 2026, buying an estimated $15.2K and bringing the position to 3,170 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #61.

Ally Invest Advisors first reported a position in ONEY in Q1 2023 and has held it in 13 quarters since. The position peaked at $387K in Q2 2023. 113 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

Ally Invest Advisors held 3,170 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $381K as of Q1 2026.
Ally Invest Advisors bought 125 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $15.2K.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.03% of Ally Invest Advisors's portfolio in Q1 2026, its #61 holding.
Ally Invest Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2023 and has held it in 13 quarters since.
Ally Invest Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $387K in Q2 2023.
113 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.