Cornerstone Planning Group’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Cornerstone Planning Group’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	$90.5K	Buy	692 +4	+0.6%	+$504	0.01%	267
2026 Q1	$86.4K	Sell	688 -2,468	-78%	-$299K	0.01%	272
2025 Q4	$377K	Buy	3,156 +1,727	+121%	+$195K	0.06%	99
2025 Q3	$971K	Sell	1,429 -1,343	-48%	-$151K	0.16%	62
2025 Q2	$306K	Buy	2,772 +144	+5%	+$15.2K	0.06%	68
2025 Q1	$270K	Buy	2,628 +42	+2%	+$4.64K	0.06%	75
2024 Q4	$293K	Buy	2,586 +170	+7%	+$19.2K	0.07%	57
2024 Q3	$268K	Buy	2,416 +67	+3%	+$7.26K	0.07%	60
2024 Q2	$245K	Buy	2,349 +105	+5%	+$11K	0.07%	69
2024 Q1	$235K	Buy	2,244 +402	+22%	+$40.7K	0.07%	68
2023 Q4	$186K	Buy	1,842 +1,010	+121%	+$94K	0.06%	86
2023 Q3	$76.1K	Buy	832 +784	+1,633%	+$75.6K	0.03%	134
2023 Q2	$4.57K	Buy	+48	New	+$4.45K	﹤0.01%	920

Other funds holding ONEY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

FIC

Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return

Cornerstone Planning Group's ONEY Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 0.58% in Q2 2026, buying an estimated $504 and bringing the position to 692 shares worth $90.5K. The position accounts for 0.01% of the portfolio, ranked #267.

Cornerstone Planning Group first reported a position in ONEY in Q2 2023 and has held it in 13 quarters since. The position peaked at $971K in Q3 2025. 71 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

Cornerstone Planning Group held 692 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $90.5K as of Q2 2026.
Cornerstone Planning Group bought 4 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $504.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #267 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2023 and has held it in 13 quarters since.
Cornerstone Planning Group's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $971K in Q3 2025.
71 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.