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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,876
Closed -$860K 1207
2025
Q1
$860K Buy
+7,876
New +$870K 0.01% 670

Other funds holding ONEY

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

Congress Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2025, closing a stake of 7,876 shares — an estimated $860K sold.

Congress Wealth Management first reported a position in ONEY in Q1 2025 and held it in 1 quarter. The position peaked at $860K in Q1 2025. 111 funds tracked by Wall St. Rank hold ONEY as of Q2 2025.

  • Congress Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 7,876 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2025, an estimated $860K.
  • Congress Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $860K 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 Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.