CWM
ONEY icon

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

Copia 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
Q4 		– Sell
-114
Closed -$12.9K – 532
2025
Q3 		$12.9K Hold
114
– – 0.01% 296
2025
Q2 		$12.3K Hold
114
– – 0.01% 273
2025
Q1 		$12.5K Hold
114
– – 0.01% 255
2024
Q4 		$12.4K Buy
+114
New +$12.8K 0.01% 243

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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 $688M AUM 14.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Copia Wealth Management's ONEY Position: Q4 2025 in Review

Copia Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q4 2025, closing a stake of 114 shares — an estimated $12.9K sold.

Copia Wealth Management first reported a position in ONEY in Q4 2024 and held it in 4 quarters. The position peaked at $12.9K in Q3 2025. 109 funds tracked by Wall St. Rank hold ONEY as of Q4 2025.

  • Copia Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Copia Wealth Management sold 114 State Street SPDR Russell 1000 Yield Focus ETF shares in Q4 2025, an estimated $12.9K.
  • Copia Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2024 and held it in 4 quarters.
  • Copia Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $12.9K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.