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

IVC Wealth 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
Q2 		$366K Hold
2,855
– – 0.14% 112
2026
Q1 		$343K Hold
2,855
– – 0.15% 117
2025
Q4 		$324K Sell
2,855
-45
-2% -$5.09K 0.14% 124
2025
Q3 		$328K Hold
2,900
– – 0.15% 119
2025
Q2 		$314K Hold
2,900
– – 0.15% 120
2025
Q1 		$317K Hold
2,900
– – 0.17% 121
2024
Q4 		$316K Buy
2,900
+135
+5% +$15.2K 0.18% 112
2024
Q3 		$310K Hold
2,765
– – 0.17% 118
2024
Q2 		$287K Hold
2,765
– – 0.16% 124
2024
Q1 		$300K Hold
2,765
– – 0.17% 123
2023
Q4 		$278K Sell
2,765
-6
-0.2% -$558 0.17% 114
2023
Q3 		$253K Hold
2,771
– – 0.17% 120
2023
Q2 		$264K Buy
2,771
+6
+0.2% +$556 0.17% 121
2023
Q1 		$261K Hold
2,765
– – 0.18% 116
2022
Q4 		$259K Hold
2,765
– – 0.19% 121
2022
Q3 		$230K Hold
2,765
– – 0.19% 122
2022
Q2 		$246K Sell
2,765
-10
-0.4% -$974 0.19% 117
2022
Q1 		$281K Hold
2,775
– – 0.18% 117
2021
Q4 		$279K Sell
2,775
-350
-11% -$34.1K 0.18% 116
2021
Q3 		$291K Hold
3,125
– – 0.2% 108
2021
Q2 		$296K Buy
3,125
+510
+20% +$48.3K 0.21% 110
2021
Q1 		$235K Sell
2,615
-523
-17% -$43.9K 0.19% 110
2020
Q4 		$236K Buy
+3,138
New +$217K 0.23% 104

Other funds holding ONEY

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

IVC Wealth Advisors's ONEY Position: Q2 2026 in Review

IVC Wealth Advisors held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q2 2026 at 2,855 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #112.

IVC Wealth Advisors first reported a position in ONEY in Q4 2020 and has held it in 23 quarters since. 22 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • IVC Wealth Advisors held 2,855 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $366K as of Q2 2026.
  • IVC Wealth Advisors left its State Street SPDR Russell 1000 Yield Focus ETF share count unchanged in Q2 2026.
  • State Street SPDR Russell 1000 Yield Focus ETF made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • IVC Wealth Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2020 and has held it in 23 quarters since.
  • 22 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.