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

Horizon 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
Q1 		$1.44M Buy
12,035
+325
+3% +$39.4K 0.21% 49
2025
Q4 		$1.33M Buy
11,710
+638
+6% +$72.1K 0.21% 42
2025
Q3 		$1.25M Buy
11,072
+1,304
+13% +$147K 0.18% 44
2025
Q2 		$1.06M Sell
9,768
-2,186
-18% -$231K 0.19% 37
2025
Q1 		$1.31M Sell
11,954
-1,729
-13% -$191K 0.22% 29
2024
Q4 		$1.49M Buy
13,683
+2,255
+20% +$254K 0.26% 27
2024
Q3 		$1.28M Buy
11,428
+233
+2% +$25.2K 0.26% 29
2024
Q2 		$1.16M Buy
11,195
+564
+5% +$59.3K 0.28% 25
2024
Q1 		$1.16M Buy
10,631
+884
+9% +$89.5K 0.3% 26
2023
Q4 		$982K Buy
9,747
+187
+2% +$17.4K 0.27% 26
2023
Q3 		$874K Sell
9,560
-206
-2% -$19.9K 0.35% 24
2023
Q2 		$931K Sell
9,766
-1,035
-10% -$95.9K 0.37% 25
2023
Q1 		$1.02M Buy
10,801
+231
+2% +$22.3K 0.76% 19
2022
Q4 		$990K Buy
10,570
+6,803
+181% +$631K 0.81% 19
2022
Q3 		$314K Sell
3,767
-172,857
-98% -$16.1M 0.23% 41
2022
Q2 		$15.7M Sell
176,624
-54,290
-24% -$5.29M 6.52% 3
2022
Q1 		$23.4M Sell
230,914
-578
-0.2% -$57.5K 7.28% 2
2021
Q4 		$23.2M Buy
+231,492
New +$22.6M 6.77% 3

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
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 $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 $741M AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Wealth Management's ONEY Position: Q1 2026 in Review

Horizon Wealth Management increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 2.8% in Q1 2026, buying an estimated $39.4K and bringing the position to 12,035 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #49.

Horizon Wealth Management first reported a position in ONEY in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.4M in Q1 2022. 113 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

  • Horizon Wealth Management held 12,035 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $1.44M as of Q1 2026.
  • Horizon Wealth Management bought 325 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $39.4K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up 0.21% of Horizon Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Horizon Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $23.4M in Q1 2022.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.