FMA Wealth Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$4.68M Buy
38,069
+154
+0.4% +$20.3K 2.95% 12
2026
Q2
$4.86M Sell
37,915
-541
-1% -$68.2K 3.11% 12
2026
Q1
$4.62M Buy
38,456
+203
+0.5% +$24.6K 3.07% 13
2025
Q4
$4.34M Buy
38,253
+79
+0.2% +$8.93K 2.82% 13
2025
Q3
$4.32M Buy
38,174
+580
+2% +$65.3K 2.96% 12
2025
Q2
$4.07M Buy
37,594
+858
+2% +$90.6K 3.01% 11
2025
Q1
$4.13M Buy
36,736
+206
+0.6% +$22.8K 3.17% 10
2024
Q4
$3.98M Buy
36,530
+381
+1% +$42.9K 2.96% 11
2024
Q3
$4.05M Buy
36,149
+23,861
+194% +$2.58M 2.94% 11
2024
Q2
$1.27M Buy
12,288
+1,778
+17% +$187K 1.03% 23
2024
Q1
$1.14M Buy
10,510
+2,987
+40% +$302K 0.95% 23
2023
Q4
$758K Buy
+7,523
New +$700K 0.69% 24

Other funds holding ONEY

FMA Wealth Management's ONEY Position: Q3 2026 in Review

FMA Wealth Management increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 0.41% in Q3 2026, buying an estimated $20.3K and bringing the position to 38,069 shares worth $4.68M. The position accounts for 2.95% of the portfolio, ranked #12.

FMA Wealth Management first reported a position in ONEY in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.86M in Q2 2026. 23 funds tracked by Wall St. Rank hold ONEY as of Q3 2026.

  • FMA Wealth Management held 38,069 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $4.68M as of Q3 2026.
  • FMA Wealth Management bought 154 State Street SPDR Russell 1000 Yield Focus ETF shares in Q3 2026, an estimated $20.3K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up 2.95% of FMA Wealth Management's portfolio in Q3 2026, its #12 holding.
  • FMA Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2023 and has held it in 12 quarters since.
  • FMA Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $4.86M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.