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

Collaborative Wealth Management's ONEY Position: Q1 2026 in Review

Collaborative Wealth Management increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 17% in Q1 2026, buying an estimated $671K and bringing the position to 37,858 shares worth $4.54M. The position accounts for 2.09% of the portfolio, ranked #14.

Collaborative Wealth Management first reported a position in ONEY in Q1 2021 and has held it in 18 quarters since. 113 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

• Collaborative Wealth Management held 37,858 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $4.54M as of Q1 2026.
• Collaborative Wealth Management bought 5,533 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $671K.
• State Street SPDR Russell 1000 Yield Focus ETF made up 2.09% of Collaborative Wealth Management's portfolio in Q1 2026, its #14 holding.
• Collaborative Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2021 and has held it in 18 quarters since.
• 113 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.