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Garton & Associates Financial Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-1,210
Closed -$137K – 517
2025
Q4 		$137K Buy
+1,210
New +$137K 0.08% 179

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
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
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

Garton & Associates Financial Advisors's ONEY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2026, closing a stake of 1,210 shares — an estimated $137K sold.

Garton & Associates Financial Advisors first reported a position in ONEY in Q4 2025 and held it in 1 quarter. The position peaked at $137K in Q4 2025. 114 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,210 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $137K.
  • Garton & Associates Financial Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $137K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.