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Financial Freedom LLC’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Financial Freedom LLC’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
Q1 		$265K Buy
2,209
+6
+0.3% +$728 0.13% 94
2025
Q4 		$250K Buy
2,203
+8
+0.4% +$904 0.12% 93
2025
Q3 		$248K Buy
2,195
+7
+0.3% +$788 0.12% 93
2025
Q2 		$237K Buy
2,188
+7
+0.3% +$739 0.13% 96
2025
Q1 		$238K Buy
2,181
+6
+0.3% +$663 0.14% 91
2024
Q4 		$237K Buy
2,175
+7
+0.3% +$789 0.12% 86
2024
Q3 		$243K Buy
2,168
+7
+0.3% +$758 0.13% 91
2024
Q2 		$224K Buy
2,161
+7
+0.3% +$737 0.13% 97
2024
Q1 		$234K Buy
2,154
+7
+0.3% +$709 0.14% 92
2023
Q4 		$216K Buy
2,147
+6
+0.3% +$558 0.14% 89
2023
Q3 		$196K Buy
2,141
+7
+0.3% +$675 0.14% 94
2023
Q2 		$203K Buy
2,134
+7
+0.3% +$649 0.14% 87
2023
Q1 		$201K Buy
2,127
+7
+0.3% +$677 0.15% 85
2022
Q4 		$199K Buy
+2,120
New +$197K 0.13% 75

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Freedom LLC's ONEY Position: Q1 2026 in Review

Financial Freedom LLC increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 0.27% in Q1 2026, buying an estimated $728 and bringing the position to 2,209 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #94.

Financial Freedom LLC first reported a position in ONEY in Q4 2022 and has held it in 14 quarters since. 113 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

  • Financial Freedom LLC held 2,209 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $265K as of Q1 2026.
  • Financial Freedom LLC bought 6 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $728.
  • State Street SPDR Russell 1000 Yield Focus ETF made up 0.13% of Financial Freedom LLC's portfolio in Q1 2026, its #94 holding.
  • Financial Freedom LLC first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2022 and has held it in 14 quarters since.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.