Gladstone Institutional Advisory’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Gladstone Institutional Advisory’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	$582K	Buy	4,544 +190	+4%	+$24K	0.02%	546
2026 Q1	$523K	Buy	4,354 +666	+18%	+$80.8K	0.02%	531
2025 Q4	$419K	Buy	3,688 +277	+8%	+$31.3K	0.02%	539
2025 Q3	$386K	Sell	3,411 -138	-4%	-$15.5K	0.01%	587
2025 Q2	$384K	Buy	3,549 +107	+3%	+$11.3K	0.02%	563
2025 Q1	$376K	Buy	3,442 +173	+5%	+$19.1K	0.02%	540
2024 Q4	$356K	Buy	3,269 +103	+3%	+$11.6K	0.02%	549
2024 Q3	$355K	Sell	3,166 -1	-0%	-$108	0.02%	530
2024 Q2	$329K	Sell	3,167 -429	-12%	-$45.1K	0.02%	517
2024 Q1	$391K	Sell	3,596 -147	-4%	-$14.9K	0.02%	473
2023 Q4	$377K	Buy	3,743 +375	+11%	+$34.9K	0.02%	475
2023 Q3	$308K	Buy	+3,368	New	+$325K	0.02%	485

Other funds holding ONEY

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Gladstone Institutional Advisory's ONEY Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 4.4% in Q2 2026, buying an estimated $24K and bringing the position to 4,544 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #546.

Gladstone Institutional Advisory first reported a position in ONEY in Q3 2023 and has held it in 12 quarters since. 34 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

Gladstone Institutional Advisory held 4,544 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $582K as of Q2 2026.
Gladstone Institutional Advisory bought 190 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $24K.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #546 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q3 2023 and has held it in 12 quarters since.
34 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.