Atria Wealth Solutions’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Atria Wealth Solutions’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 Q2	$217K	Buy	+2,001	New	+$211K	﹤0.01%	1347
2024 Q2	–	Sell	-2,110	Closed	-$229K	–	2029
2024 Q1	$229K	Hold	2,110	–	–	﹤0.01%	1732
2023 Q4	$213K	Buy	+2,110	New	+$196K	﹤0.01%	1736
2023 Q3	–	Sell	-2,110	Closed	-$201K	–	1947
2023 Q2	$201K	Buy	+2,110	New	+$196K	﹤0.01%	1702

Other funds holding ONEY

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

KIM

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

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

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

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

LGA

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

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

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Atria Wealth Solutions's ONEY Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2025: 2,001 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in ONEY as recently as Q1 2024.

Atria Wealth Solutions first reported a position in ONEY in Q2 2023 and has held it in 4 quarters since. The position peaked at $229K in Q1 2024. 112 funds tracked by Wall St. Rank hold ONEY as of Q2 2025.

Atria Wealth Solutions held 2,001 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $217K as of Q2 2025.
State Street SPDR Russell 1000 Yield Focus ETF was a new Atria Wealth Solutions position in Q2 2025.
State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1347 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2023 and has held it in 4 quarters since.
Atria Wealth Solutions's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $229K in Q1 2024.
112 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.