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

FMA Wealth 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
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

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

FMA Wealth Management's ONEY Position: Q2 2026 in Review

FMA Wealth Management reduced its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 1.4% in Q2 2026, selling an estimated $68.2K and leaving 37,915 shares worth $4.86M. The position accounts for 3.11% of the portfolio, ranked #12.

FMA Wealth Management first reported a position in ONEY in Q4 2023 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • FMA Wealth Management held 37,915 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $4.86M as of Q2 2026.
  • FMA Wealth Management sold 541 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $68.2K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up 3.11% of FMA Wealth Management's portfolio in Q2 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 11 quarters since.
  • 17 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.