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

Golden State 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
2025
Q4 		– Sell
-15
Closed -$1.7K – 1738
2025
Q3 		$1.7K Hold
15
– – ﹤0.01% 1416
2025
Q2 		$1.62K Hold
15
– – ﹤0.01% 1380
2025
Q1 		$1.64K Hold
15
– – ﹤0.01% 1349
2024
Q4 		$1.63K Buy
+15
New +$1.69K ﹤0.01% 1281

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Golden State Wealth Management's ONEY Position: Q4 2025 in Review

Golden State Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q4 2025, closing a stake of 15 shares — an estimated $1.7K sold.

Golden State Wealth Management first reported a position in ONEY in Q4 2024 and held it in 4 quarters. The position peaked at $1.7K in Q3 2025. 109 funds tracked by Wall St. Rank hold ONEY as of Q4 2025.

  • Golden State Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 15 State Street SPDR Russell 1000 Yield Focus ETF shares in Q4 2025, an estimated $1.7K.
  • Golden State Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $1.7K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.