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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
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

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meriwether Wealth & Planning's ONEY Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 1.5% in Q2 2026, buying an estimated $3.28K and bringing the position to 1,773 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #111.

Meriwether Wealth & Planning first reported a position in ONEY in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q1 2025. 17 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Meriwether Wealth & Planning held 1,773 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $227K as of Q2 2026.
  • Meriwether Wealth & Planning bought 26 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $3.28K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up 0.11% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #111 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 7 quarters since.
  • Meriwether Wealth & Planning's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $335K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.