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

Axxcess 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
Q2 		– Sell
-11,845
Closed -$1.29M – 913
2025
Q1 		$1.29M Buy
11,845
+652
+6% +$72K 0.03% 335
2024
Q4 		$1.22M Buy
11,193
+936
+9% +$105K 0.03% 372
2024
Q3 		$1.15M Buy
10,257
+582
+6% +$63K 0.03% 367
2024
Q2 		$1M Buy
9,675
+908
+10% +$95.5K 0.03% 374
2024
Q1 		$953K Buy
8,767
+808
+10% +$81.8K 0.03% 383
2023
Q4 		$802K Buy
7,959
+518
+7% +$48.2K 0.02% 403
2023
Q3 		$680K Buy
+7,441
New +$717K 0.02% 396

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Ameriprise
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Axxcess Wealth Management's ONEY Position: Q2 2025 in Review

Axxcess Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2025, closing a stake of 11,845 shares — an estimated $1.29M sold.

Axxcess Wealth Management first reported a position in ONEY in Q3 2023 and held it in 7 quarters. The position peaked at $1.29M in Q1 2025. 111 funds tracked by Wall St. Rank hold ONEY as of Q2 2025.

  • Axxcess Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,845 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2025, an estimated $1.29M.
  • Axxcess Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q3 2023 and held it in 7 quarters.
  • Axxcess Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $1.29M in Q1 2025.
  • 111 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.