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

Meridian 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 		– Sell
-4,189
Closed -$503K – 858
2026
Q1 		$503K Buy
+4,189
New +$508K 0.02% 512

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KIM
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Cambridge Investment Research Advisors
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Creative Planning
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Mariner
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LGA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meridian Wealth Management's ONEY Position: Q2 2026 in Review

Meridian Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2026, closing a stake of 4,189 shares — an estimated $503K sold.

Meridian Wealth Management first reported a position in ONEY in Q1 2026 and held it in 1 quarter. The position peaked at $503K in Q1 2026. 120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Meridian Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 4,189 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $503K.
  • Meridian Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2026 and held it in 1 quarter.
  • Meridian Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $503K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.