Creative Planning
ONEY icon

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

Creative Planning’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 		$32.7M Buy
254,984
+12,212
+5% +$1.54M 0.02% 331
2026
Q1 		$29.1M Sell
242,772
-2,545
-1% -$309K 0.02% 319
2025
Q4 		$27.9M Sell
245,317
-4,572
-2% -$517K 0.02% 299
2025
Q3 		$28.3M Sell
249,889
-1,439
-0.6% -$162K 0.02% 288
2025
Q2 		$27.2M Sell
251,328
-2,975
-1% -$314K 0.02% 275
2025
Q1 		$27.8M Sell
254,303
-2,666
-1% -$294K 0.03% 252
2024
Q4 		$28M Buy
256,969
+30
+0% +$3.38K 0.03% 232
2024
Q3 		$28.8M Buy
256,939
+7,795
+3% +$844K 0.03% 214
2024
Q2 		$25.8M Buy
249,144
+2,665
+1% +$280K 0.03% 227
2024
Q1 		$26.8M Buy
246,479
+14,795
+6% +$1.5M 0.03% 214
2023
Q4 		$23.3M Buy
231,684
+9,209
+4% +$857K 0.04% 215
2023
Q3 		$20.3M Buy
222,475
+14,066
+7% +$1.36M 0.03% 235
2023
Q2 		$19.9M Buy
208,409
+33,215
+19% +$3.08M 0.03% 226
2023
Q1 		$16.5M Buy
175,194
+35,113
+25% +$3.4M 0.02% 245
2022
Q4 		$13.1M Buy
140,081
+42,932
+44% +$3.98M 0.02% 277
2022
Q3 		$8.09M Buy
97,149
+27,199
+39% +$2.53M 0.01% 341
2022
Q2 		$6.23M Buy
69,950
+54,315
+347% +$5.29M 0.01% 409
2022
Q1 		$1.59M Buy
+15,635
New +$1.56M ﹤0.01% 798

Other funds holding ONEY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Creative Planning's ONEY Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 5% in Q2 2026, buying an estimated $1.54M and bringing the position to 254,984 shares worth $32.7M. The position accounts for 0.02% of the portfolio, ranked #331.

Creative Planning first reported a position in ONEY in Q1 2022 and has held it in 18 quarters since. 121 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Creative Planning held 254,984 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $32.7M as of Q2 2026.
  • Creative Planning bought 12,212 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $1.54M.
  • State Street SPDR Russell 1000 Yield Focus ETF made up 0.02% of Creative Planning's portfolio in Q2 2026, its #331 holding.
  • Creative Planning first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2022 and has held it in 18 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.