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

Merit Financial Group’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 		$1.6M Sell
10,454
-495
-5% -$72.1K 0.01% 850
2026
Q1 		$1.46M Buy
10,949
+16
+0.1% +$2.18K 0.01% 816
2025
Q4 		$1.41M Buy
10,933
+15
+0.1% +$1.93K 0.01% 778
2025
Q3 		$1.41M Buy
10,918
+14
+0.1% +$1.77K 0.01% 703
2025
Q2 		$1.35M Sell
10,904
-244
-2% -$28.4K 0.02% 654
2025
Q1 		$1.28M Buy
11,148
+40
+0.4% +$4.79K 0.02% 566
2024
Q4 		$1.32M Sell
11,108
-3,449
-24% -$421K 0.02% 436
2024
Q3 		$1.73M Buy
14,557
+18
+0.1% +$2.04K 0.04% 300
2024
Q2 		$1.6M Sell
14,539
-770
-5% -$85.4K 0.04% 310
2024
Q1 		$1.68M Sell
15,309
-1,233
-7% -$133K 0.04% 291
2023
Q4 		$1.73M Sell
16,542
-7,128
-30% -$687K 0.05% 221
2023
Q3 		$2.23M Sell
23,670
-1,315
-5% -$129K 0.07% 200
2023
Q2 		$2.45M Sell
24,985
-6,302
-20% -$590K 0.08% 194
2023
Q1 		$2.95M Sell
31,287
-18,081
-37% -$1.72M 0.11% 147
2022
Q4 		$4.54M Buy
49,368
+10,229
+26% +$936K 0.16% 91
2022
Q3 		$3.22M Buy
39,139
+34,620
+766% +$3.13M 0.14% 105
2022
Q2 		$388K Buy
+4,519
New +$421K 0.01% 400

Other funds holding ONEO

BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

Merit Financial Group's ONEO Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) stake by 4.5% in Q2 2026, selling an estimated $72.1K and leaving 10,454 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #850.

Merit Financial Group first reported a position in ONEO in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.54M in Q4 2022. 3 funds tracked by Wall St. Rank hold ONEO as of Q2 2026.

  • Merit Financial Group held 10,454 shares of State Street SPDR Russell 1000 Momentum Focus ETF worth $1.6M as of Q2 2026.
  • Merit Financial Group sold 495 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q2 2026, an estimated $72.1K.
  • State Street SPDR Russell 1000 Momentum Focus ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #850 holding.
  • Merit Financial Group first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $4.54M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.