Meriwether Wealth & Planning’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Meriwether Wealth & Planning’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 Q3	$218K	Buy	1,775 +2	+0.1%	+$263	0.1%	108
2026 Q2	$227K	Buy	1,773 +26	+1%	+$3.28K	0.11%	111
2026 Q1	$210K	Sell	1,747 -194	-10%	-$23.5K	0.11%	120
2025 Q4	$220K	Sell	1,941 -344	-15%	-$38.9K	0.12%	115
2025 Q3	$259K	Sell	2,285 -772	-25%	-$86.9K	0.15%	99
2025 Q2	$331K	Sell	3,057 -11	-0.4%	-$1.16K	0.21%	80
2025 Q1	$335K	Buy	3,068 +608	+25%	+$67.2K	0.22%	79
2024 Q4	$268K	Buy	+2,460	New	+$277K	0.19%	90

Other funds holding ONEY

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Meriwether Wealth & Planning's ONEY Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 0.11% in Q3 2026, buying an estimated $263 and bringing the position to 1,775 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #108.

Meriwether Wealth & Planning first reported a position in ONEY in Q4 2024 and has held it in 8 quarters since. The position peaked at $335K in Q1 2025. 26 funds tracked by Wall St. Rank hold ONEY as of Q3 2026.

Meriwether Wealth & Planning held 1,775 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $218K as of Q3 2026.
Meriwether Wealth & Planning bought 2 State Street SPDR Russell 1000 Yield Focus ETF shares in Q3 2026, an estimated $263.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.1% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #108 holding.
Meriwether Wealth & Planning first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $335K in Q1 2025.
26 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.