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Newbridge Financial Services Group’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Newbridge Financial Services Group’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 		$12.8K Sell
100
-150
-60% -$18.9K ﹤0.01% 812
2026
Q1 		$30K Sell
250
-70
-22% -$8.49K ﹤0.01% 548
2025
Q4 		$36.3K Hold
320
– – 0.01% 496
2025
Q3 		$36.2K Sell
320
-315
-50% -$35.5K 0.01% 582
2025
Q2 		$68.8K Sell
635
-515
-45% -$54.4K 0.01% 445
2025
Q1 		$126K Sell
1,150
-1,415
-55% -$156K 0.03% 243
2024
Q4 		$279K Hold
2,565
– – 0.07% 176
2024
Q3 		$288K Buy
2,565
+700
+38% +$75.8K 0.1% 126
2024
Q2 		$193K Hold
1,865
– – 0.07% 190
2024
Q1 		$203K Buy
1,865
+950
+104% +$96.2K 0.09% 190
2023
Q4 		$92.2K Hold
915
– – 0.05% 288
2023
Q3 		$83.6K Buy
915
+740
+423% +$71.3K 0.04% 330
2023
Q2 		$16.7K Sell
175
-65
-27% -$6.02K 0.01% 747
2023
Q1 		$22.6K Hold
240
– – 0.01% 674
2022
Q4 		$22.5K Hold
240
– – 0.01% 682
2022
Q3 		$20K Hold
240
– – 0.01% 697
2022
Q2 		$21K Buy
+240
New +$23.4K 0.01% 646

Other funds holding ONEY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Newbridge Financial Services Group's ONEY Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 60% in Q2 2026, selling an estimated $18.9K and leaving 100 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Newbridge Financial Services Group first reported a position in ONEY in Q2 2022 and has held it in 17 quarters since. The position peaked at $288K in Q3 2024. 120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Newbridge Financial Services Group held 100 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $12.8K as of Q2 2026.
  • Newbridge Financial Services Group sold 150 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $18.9K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #812 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2022 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $288K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.