LPL Financial’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

LPL Financial’s Portfolio ONEO Stock Details ONEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.55M	Sell	16,658 -735	-4%	-$107K	﹤0.01%	3488
2026 Q1	$2.31M	Buy	17,393 +166	+1%	+$22.6K	﹤0.01%	3370
2025 Q4	$2.23M	Sell	17,227 -627	-4%	-$80.6K	﹤0.01%	3303
2025 Q3	$2.3M	Sell	17,854 -1,701	-9%	-$215K	﹤0.01%	3191
2025 Q2	$2.41M	Sell	19,555 -4,585	-19%	-$535K	﹤0.01%	2948
2025 Q1	$2.78M	Sell	24,140 -1,508	-6%	-$181K	﹤0.01%	2650
2024 Q4	$3.04M	Buy	25,648 +259	+1%	+$31.6K	﹤0.01%	2490
2024 Q3	$3.02M	Buy	25,389 +1,180	+5%	+$134K	﹤0.01%	2368
2024 Q2	$2.67M	Buy	24,209 +1,187	+5%	+$132K	﹤0.01%	2355
2024 Q1	$2.66M	Buy	23,022 +3,939	+21%	+$425K	﹤0.01%	2287
2023 Q4	$1.99M	Buy	19,083 +1,671	+10%	+$161K	﹤0.01%	2404
2023 Q3	$1.64M	Sell	17,412 -915	-5%	-$89.6K	﹤0.01%	2469
2023 Q2	$1.8M	Sell	18,327 -263	-1%	-$24.6K	﹤0.01%	2344
2023 Q1	$1.75M	Buy	18,590 +3,153	+20%	+$300K	﹤0.01%	2248
2022 Q4	$1.42M	Buy	15,437 +1,898	+14%	+$174K	﹤0.01%	2360
2022 Q3	$1.11M	Buy	13,539 +369	+3%	+$33.3K	﹤0.01%	2454
2022 Q2	$1.13M	Buy	13,170 +2,021	+18%	+$188K	﹤0.01%	2485
2022 Q1	$1.12M	Sell	11,149 -286	-3%	-$28.6K	﹤0.01%	2518
2021 Q4	$1.22M	Sell	11,435 -1,131	-9%	-$117K	﹤0.01%	2483
2021 Q3	$1.23M	Sell	12,566 -4,334	-26%	-$435K	﹤0.01%	2454
2021 Q2	$1.67M	Buy	16,900 +3,287	+24%	+$322K	﹤0.01%	2122
2021 Q1	$1.27M	Buy	13,613 +27	+0.2%	+$2.42K	﹤0.01%	2191
2020 Q4	$1.16M	Buy	13,586 +6,453	+90%	+$515K	﹤0.01%	2068
2020 Q3	$521K	Sell	7,133 -55	-0.8%	-$3.99K	﹤0.01%	2426
2020 Q2	$493K	Buy	7,188 +2,932	+69%	+$188K	﹤0.01%	2397
2020 Q1	$235K	Buy	+4,256	New	+$303K	﹤0.01%	2685

Other funds holding ONEO

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's ONEO Position: Q2 2026 in Review

LPL Financial reduced its State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) stake by 4.2% in Q2 2026, selling an estimated $107K and leaving 16,658 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3488.

LPL Financial first reported a position in ONEO in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.04M in Q4 2024. 17 funds tracked by Wall St. Rank hold ONEO as of Q2 2026.

LPL Financial held 16,658 shares of State Street SPDR Russell 1000 Momentum Focus ETF worth $2.55M as of Q2 2026.
LPL Financial sold 735 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q2 2026, an estimated $107K.
State Street SPDR Russell 1000 Momentum Focus ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3488 holding.
LPL Financial first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q1 2020 and has held it in 26 quarters since.
LPL Financial's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $3.04M in Q4 2024.
17 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.