Angeles Wealth Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Angeles Wealth Management’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
2025 Q4	–	Sell	-2,616	Closed	-$296K	–	484
2025 Q3	$296K	Hold	2,616	–	–	0.02%	258
2025 Q2	$283K	Hold	2,616	–	–	0.02%	273
2025 Q1	$286K	Hold	2,616	–	–	0.02%	225
2024 Q4	$285K	Hold	2,616	–	–	0.02%	225
2024 Q3	$293K	Hold	2,616	–	–	0.03%	209
2024 Q2	$271K	Hold	2,616	–	–	0.03%	192
2024 Q1	$284K	Hold	2,616	–	–	0.03%	181
2023 Q4	$263K	Hold	2,616	–	–	0.03%	161
2023 Q3	$239K	Hold	2,616	–	–	0.03%	147
2023 Q2	$249K	Buy	2,616 +71	+3%	+$6.58K	0.03%	158
2023 Q1	$240K	Hold	2,545	–	–	0.04%	157
2022 Q4	$238K	Hold	2,545	–	–	0.04%	151
2022 Q3	$212K	Buy	2,545 +50	+2%	+$4.65K	0.04%	153
2022 Q2	$222K	Buy	+2,495	New	+$243K	0.04%	153

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

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 $688M AUM 14.54% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Angeles Wealth Management's ONEY Position: Q4 2025 in Review

Angeles Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q4 2025, closing a stake of 2,616 shares — an estimated $296K sold.

Angeles Wealth Management first reported a position in ONEY in Q2 2022 and held it in 14 quarters. The position peaked at $296K in Q3 2025. 109 funds tracked by Wall St. Rank hold ONEY as of Q4 2025.

Angeles Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q4 2025 after selling out during the quarter.
Angeles Wealth Management sold 2,616 State Street SPDR Russell 1000 Yield Focus ETF shares in Q4 2025, an estimated $296K.
Angeles Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2022 and held it in 14 quarters.
Angeles Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $296K in Q3 2025.
109 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.