Morgan Stanley
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Morgan Stanley’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Morgan Stanley’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
Q1 		$301K Sell
2,509
-23
-0.9% -$2.79K ﹤0.01% 5697
2025
Q4 		$288K Sell
2,532
-115
-4% -$13K ﹤0.01% 5773
2025
Q3 		$300K Sell
2,647
-141
-5% -$15.9K ﹤0.01% 5726
2025
Q2 		$302K Buy
2,788
+300
+12% +$31.7K ﹤0.01% 5687
2025
Q1 		$272K Buy
2,488
+173
+7% +$19.1K ﹤0.01% 5604
2024
Q4 		$252K Buy
2,315
+200
+9% +$22.5K ﹤0.01% 5702
2024
Q3 		$237K Buy
2,115
+1,005
+91% +$109K ﹤0.01% 5689
2024
Q2 		$115K Sell
1,110
-66
-6% -$6.95K ﹤0.01% 5913
2024
Q1 		$128K Sell
1,176
-1,144
-49% -$116K ﹤0.01% 5892
2023
Q4 		$234K Buy
2,320
+1,412
+156% +$131K ﹤0.01% 5885
2023
Q3 		$83K Buy
908
+793
+690% +$76.5K ﹤0.01% 5972
2023
Q2 		$11K Buy
115
+38
+49% +$3.52K ﹤0.01% 6788
2023
Q1 		$7.26K Hold
77
– – ﹤0.01% 6969
2022
Q4 		$7.21K Sell
77
-1,115
-94% -$103K ﹤0.01% 7048
2022
Q3 		$99K Buy
1,192
+1,104
+1,255% +$103K ﹤0.01% 6082
2022
Q2 		$8K Buy
+88
New +$8.57K ﹤0.01% 7281
2022
Q1 		– Sell
-126
Closed -$13K – 8070
2021
Q4 		$13K Buy
+126
New +$12.3K ﹤0.01% 7385
2018
Q1 		– Sell
-400
Closed -$28K – 6667
2017
Q4 		$28K Hold
400
– – ﹤0.01% 5988
2017
Q3 		$28K Hold
400
– – ﹤0.01% 5949
2017
Q2 		$28K Buy
+400
New +$27.8K ﹤0.01% 6012
2016
Q4 		– Sell
-400
Closed -$26K – 6549
2016
Q3 		$26K Buy
+400
New +$26.3K ﹤0.01% 5831

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley's ONEY Position: Q1 2026 in Review

Morgan Stanley reduced its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 0.91% in Q1 2026, selling an estimated $2.79K and leaving 2,509 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #5697.

Morgan Stanley first reported a position in ONEY in Q3 2016 and has held it in 21 quarters since. The position peaked at $302K in Q2 2025. 113 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

  • Morgan Stanley held 2,509 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $301K as of Q1 2026.
  • Morgan Stanley sold 23 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $2.79K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5697 holding.
  • Morgan Stanley first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q3 2016 and has held it in 21 quarters since.
  • Morgan Stanley's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $302K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.