Financial Advocates Investment Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-5,903	Closed	-$639K	–	413
2025 Q2	$639K	Sell	5,903 -175	-3%	-$18.5K	0.05%	307
2025 Q1	$664K	Sell	6,078 -90	-1%	-$9.94K	0.05%	365
2024 Q4	$671K	Hold	6,168	–	–	0.04%	383
2024 Q3	$692K	Sell	6,168 -1,170	-16%	-$127K	0.04%	385
2024 Q2	$761K	Sell	7,338 -300	-4%	-$31.6K	0.05%	348
2024 Q1	$830K	Hold	7,638	–	–	0.05%	343
2023 Q4	$769K	Buy	7,638 +1,100	+17%	+$102K	0.05%	338
2023 Q3	$598K	Buy	6,538 +173	+3%	+$16.7K	0.04%	370
2023 Q2	$607K	Buy	+6,365	New	+$590K	0.04%	359
2023 Q1	–	Sell	-6,613	Closed	-$620K	–	800
2022 Q4	$620K	Buy	+6,613	New	+$614K	0.05%	405

Other funds holding ONEY

APF

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LGA

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

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

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

Financial Advocates Investment Management's ONEY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q3 2025, closing a stake of 5,903 shares — an estimated $639K sold.

Financial Advocates Investment Management first reported a position in ONEY in Q4 2022 and held it in 10 quarters. The position peaked at $830K in Q1 2024. 106 funds tracked by Wall St. Rank hold ONEY as of Q3 2025.

Financial Advocates Investment Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,903 State Street SPDR Russell 1000 Yield Focus ETF shares in Q3 2025, an estimated $639K.
Financial Advocates Investment Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2022 and held it in 10 quarters.
Financial Advocates Investment Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $830K in Q1 2024.
106 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.