Crumly & Associates’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Crumly & Associates’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	$1.76M	Hold	13,723	–	–	0.34%	55
2026 Q1	$1.65M	Hold	13,723	–	–	0.35%	58
2025 Q4	$1.56M	Hold	13,723	–	–	0.33%	61
2025 Q3	$1.55M	Hold	13,723	–	–	0.34%	55
2025 Q2	$1.49M	Hold	13,723	–	–	0.36%	50
2025 Q1	$1.5M	Sell	13,723 -201	-1%	-$22.2K	0.41%	48
2024 Q4	$1.52M	Sell	13,924 -231	-2%	-$26K	0.41%	50
2024 Q3	$1.59M	Sell	14,155 -1,405	-9%	-$152K	0.44%	48
2024 Q2	$1.61M	Sell	15,560 -4,388	-22%	-$462K	0.46%	45
2024 Q1	$2.17M	Sell	19,948 -1,267	-6%	-$128K	0.57%	43
2023 Q4	$2.14M	Sell	21,215 -20,018	-49%	-$1.86M	0.62%	41
2023 Q3	$3.77M	Sell	41,233 -18,072	-30%	-$1.74M	1.48%	23
2023 Q2	$5.65M	Buy	59,305 +11,544	+24%	+$1.07M	2.26%	15
2023 Q1	$4.5M	Buy	47,761 +1,328	+3%	+$128K	1.96%	19
2022 Q4	$4.35M	Sell	46,433 -1,007	-2%	-$93.5K	1.64%	19
2022 Q3	$3.95M	Sell	47,440 -1,269	-3%	-$118K	1.63%	21
2022 Q2	$4.34M	Buy	+48,709	New	+$4.74M	1.8%	21

Other funds holding ONEY

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

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 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

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

Crumly & Associates's ONEY Position: Q2 2026 in Review

Crumly & Associates held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q2 2026 at 13,723 shares worth $1.76M. The position accounts for 0.34% of the portfolio, ranked #55.

Crumly & Associates first reported a position in ONEY in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.65M in Q2 2023. 43 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

Crumly & Associates held 13,723 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $1.76M as of Q2 2026.
Crumly & Associates left its State Street SPDR Russell 1000 Yield Focus ETF share count unchanged in Q2 2026.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.34% of Crumly & Associates's portfolio in Q2 2026, its #55 holding.
Crumly & Associates first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2022 and has held it in 17 quarters since.
Crumly & Associates's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $5.65M in Q2 2023.
43 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.