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Moulton Wealth Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Moulton Wealth Management’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 		– Sell
-198,524
Closed -$8.2M – 65
2025
Q4 		$8.2M Buy
+198,524
New +$22.4M 7.77% 5

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

Moulton Wealth Management's ONEY Position: Q1 2026 in Review

Moulton Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2026, closing a stake of 198,524 shares — an estimated $8.2M sold.

Moulton Wealth Management first reported a position in ONEY in Q4 2025 and held it in 1 quarter. The position peaked at $8.2M in Q4 2025. 113 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

  • Moulton Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Moulton Wealth Management sold 198,524 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $8.2M.
  • Moulton Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2025 and held it in 1 quarter.
  • Moulton Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $8.2M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Moulton Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.