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Berkshire Asset Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Berkshire Asset 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
2026
Q1 		– Sell
-2,000
Closed -$227K – 276
2025
Q4 		$227K Buy
+2,000
New +$226K 0.01% 246

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Berkshire Asset Management's ONEY Position: Q1 2026 in Review

Berkshire Asset Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2026, closing a stake of 2,000 shares — an estimated $227K sold.

Berkshire Asset Management first reported a position in ONEY in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 114 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

  • Berkshire Asset Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Berkshire Asset Management sold 2,000 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $227K.
  • Berkshire Asset Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2025 and held it in 1 quarter.
  • Berkshire Asset Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $227K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.