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Beacon Investment Advisory Services’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Beacon Investment Advisory Services’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 		$26.4K Hold
206
– – ﹤0.01% 508
2026
Q1 		$24.7K Buy
+206
New +$25K ﹤0.01% 511

Other funds holding ONEY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beacon Investment Advisory Services's ONEY Position: Q2 2026 in Review

Beacon Investment Advisory Services held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q2 2026 at 206 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Beacon Investment Advisory Services first reported a position in ONEY in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Beacon Investment Advisory Services held 206 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $26.4K as of Q2 2026.
  • Beacon Investment Advisory Services left its State Street SPDR Russell 1000 Yield Focus ETF share count unchanged in Q2 2026.
  • State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #508 holding.
  • Beacon Investment Advisory Services first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.