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Fourth Dimension Wealth’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Fourth Dimension Wealth’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 		$22.7K Hold
177
– – 0.01% 366
2026
Q1 		$21.2K Hold
177
– – 0.01% 311
2025
Q4 		$20.1K Hold
177
– – 0.01% 326
2025
Q3 		$20K Buy
177
+131
+285% +$14.7K 0.01% 321
2025
Q2 		$4.98K Buy
+46
New +$4.86K ﹤0.01% 488

Other funds holding ONEY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fourth Dimension Wealth's ONEY Position: Q2 2026 in Review

Fourth Dimension Wealth held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q2 2026 at 177 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #366.

Fourth Dimension Wealth first reported a position in ONEY in Q2 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Fourth Dimension Wealth held 177 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $22.7K as of Q2 2026.
  • Fourth Dimension Wealth 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 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #366 holding.
  • Fourth Dimension Wealth first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2025 and has held it in 5 quarters since.
  • 120 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.