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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
2026
Q2 		$11.9K Buy
+93
New +$11.7K ﹤0.01% 1081
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

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

Golden State Wealth Management's ONEY Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2026: 93 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in ONEY as recently as Q3 2025.

Golden State Wealth Management first reported a position in ONEY in Q4 2024 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Golden State Wealth Management held 93 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $11.9K as of Q2 2026.
  • State Street SPDR Russell 1000 Yield Focus ETF was a new Golden State Wealth Management position in Q2 2026.
  • State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1081 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2024 and has held it in 5 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.