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

Cornerstone 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
2026 Q3	$814K	Buy	6,622 +1,621	+32%	+$214K	0.03%	377
2026 Q2	$641K	Buy	5,001 +1,054	+27%	+$133K	0.03%	434
2026 Q1	$474K	Buy	3,947 +1,293	+49%	+$157K	0.02%	462
2025 Q4	$301K	Sell	2,654 -69	-3%	-$7.8K	0.02%	545
2025 Q3	$308K	Buy	2,723 +6	+0.2%	+$675	0.02%	518
2025 Q2	$294K	Buy	2,717 +293	+12%	+$30.9K	0.02%	517
2025 Q1	$265K	Buy	2,424 +393	+19%	+$43.4K	0.02%	505
2024 Q4	$221K	Buy	+2,031	New	+$229K	0.01%	537

Other funds holding ONEY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Collaborative Wealth Management Lake Mary, Florida $238M AUM 10.68% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Cornerstone Wealth Management's ONEY Position: Q3 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 32% in Q3 2026, buying an estimated $214K and bringing the position to 6,622 shares worth $814K. The position accounts for 0.03% of the portfolio, ranked #377.

Cornerstone Wealth Management first reported a position in ONEY in Q4 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold ONEY as of Q3 2026.

Cornerstone Wealth Management held 6,622 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $814K as of Q3 2026.
Cornerstone Wealth Management bought 1,621 State Street SPDR Russell 1000 Yield Focus ETF shares in Q3 2026, an estimated $214K.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #377 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2024 and has held it in 8 quarters since.
68 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.