Global Retirement Partners’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Global Retirement Partners’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
2025 Q4	$548K	Sell	4,824 -5,161	-52%	-$583K	0.01%	918
2025 Q3	$1.13M	Sell	9,985 -695	-7%	-$78.2K	0.03%	510
2025 Q2	$1.16M	Buy	+10,680	New	+$1.13M	0.03%	471
2024 Q4	$1.08M	Sell	9,947 -513	-5%	-$57.8K	0.03%	430
2024 Q3	$1.17M	Buy	10,460 +185	+2%	+$20K	0.04%	405
2024 Q2	$1.07M	Buy	10,275 +1,276	+14%	+$134K	0.03%	404
2024 Q1	$978K	Sell	8,999 -257	-3%	-$26K	0.04%	366
2023 Q4	$909K	Sell	9,256 -113	-1%	-$10.5K	0.04%	358
2023 Q3	$831K	Sell	9,369 -11,806	-56%	-$1.14M	0.04%	341
2023 Q2	$2.02M	Sell	21,175 -6	-0%	-$556	0.1%	197
2023 Q1	$1.94M	Buy	21,181 +7,465	+54%	+$722K	0.1%	199
2022 Q4	$1.29M	Buy	13,716 +6,631	+94%	+$615K	0.09%	225
2022 Q3	$655K	Buy	7,085 +2,086	+42%	+$194K	0.05%	319
2022 Q2	$446K	Buy	4,999 +112	+2%	+$10.9K	0.04%	373
2022 Q1	$470K	Buy	+4,887	New	+$486K	0.04%	368

Other funds holding ONEY

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Global Retirement Partners's ONEY Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 52% in Q4 2025, selling an estimated $583K and leaving 4,824 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #918.

Global Retirement Partners first reported a position in ONEY in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.02M in Q2 2023. 109 funds tracked by Wall St. Rank hold ONEY as of Q4 2025.

Global Retirement Partners held 4,824 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $548K as of Q4 2025.
Global Retirement Partners sold 5,161 State Street SPDR Russell 1000 Yield Focus ETF shares in Q4 2025, an estimated $583K.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #918 holding.
Global Retirement Partners first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $2.02M in Q2 2023.
109 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.