Merit Financial Group
ONEO icon

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
Q3 		$1.55M Buy
10,468
+14
+0.1% +$2.15K 0.01% 921
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% +$4.8K 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

Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Boyce & Associates Wealth Consulting
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group's ONEO Position: Q3 2026 in Review

Merit Financial Group increased its State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) stake by 0.13% in Q3 2026, buying an estimated $2.15K and bringing the position to 10,468 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #921.

Merit Financial Group first reported a position in ONEO in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.54M in Q4 2022. 14 funds tracked by Wall St. Rank hold ONEO as of Q3 2026.

  • Merit Financial Group held 10,468 shares of State Street SPDR Russell 1000 Momentum Focus ETF worth $1.55M as of Q3 2026.
  • Merit Financial Group bought 14 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q3 2026, an estimated $2.15K.
  • State Street SPDR Russell 1000 Momentum Focus ETF made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #921 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 18 quarters since.
  • Merit Financial Group's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $4.54M in Q4 2022.
  • 14 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.