Insight Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Insight Advisors’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	$509K	Sell	4,241 -55	-1%	-$6.67K	0.1%	137
2025 Q4	$488K	Buy	4,296 +50	+1%	+$5.65K	0.07%	162
2025 Q3	$480K	Buy	4,246 +68	+2%	+$7.65K	0.07%	162
2025 Q2	$452K	Sell	4,178 -253	-6%	-$26.7K	0.07%	166
2025 Q1	$484K	Sell	4,431 -1,363	-24%	-$151K	0.08%	153
2024 Q4	$628K	Sell	5,794 -38	-0.7%	-$4.28K	0.11%	125
2024 Q3	$654K	Buy	5,832 +76	+1%	+$8.23K	0.11%	128
2024 Q2	$597K	Buy	5,756 +87	+2%	+$9.15K	0.11%	130
2024 Q1	$616K	Buy	5,669 +508	+10%	+$51.4K	0.12%	131
2023 Q4	$520K	Buy	5,161 +9	+0.2%	+$837	0.11%	137
2023 Q3	$471K	Sell	5,152 -17	-0.3%	-$1.64K	0.11%	147
2023 Q2	$493K	Sell	5,169 -38	-0.7%	-$3.52K	0.11%	143
2023 Q1	$491K	Buy	5,207 +38	+0.7%	+$3.67K	0.12%	146
2022 Q4	$484K	Sell	5,169 -268	-5%	-$24.9K	0.17%	163
2022 Q3	$453K	Buy	5,437 +610	+13%	+$56.8K	0.18%	150
2022 Q2	$458K	Sell	4,827 -189	-4%	-$18.4K	0.16%	166
2022 Q1	$509K	Buy	5,016 +604	+14%	+$60.1K	0.15%	171
2021 Q4	$443K	Buy	4,412 +38	+0.9%	+$3.7K	0.13%	191
2021 Q3	$428K	Buy	4,374 +506	+13%	+$48.3K	0.13%	196
2021 Q2	$367K	Buy	3,868 +1,606	+71%	+$152K	0.12%	215
2021 Q1	$211K	Buy	+2,262	New	+$190K	0.07%	307

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Insight Advisors's ONEY Position: Q1 2026 in Review

Insight Advisors reduced its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 1.3% in Q1 2026, selling an estimated $6.67K and leaving 4,241 shares worth $509K. The position accounts for 0.1% of the portfolio, ranked #137.

Insight Advisors first reported a position in ONEY in Q1 2021 and has held it in 21 quarters since. The position peaked at $654K in Q3 2024. 113 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

Insight Advisors held 4,241 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $509K as of Q1 2026.
Insight Advisors sold 55 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $6.67K.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.1% of Insight Advisors's portfolio in Q1 2026, its #137 holding.
Insight Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2021 and has held it in 21 quarters since.
Insight Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $654K in Q3 2024.
113 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.