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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HIW

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

FWM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Cornerstone Wealth Management's ONEY Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 27% in Q2 2026, buying an estimated $133K and bringing the position to 5,001 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #434.

Cornerstone Wealth Management first reported a position in ONEY in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

Cornerstone Wealth Management held 5,001 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $641K as of Q2 2026.
Cornerstone Wealth Management bought 1,054 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $133K.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #434 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 7 quarters since.
35 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.