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

NewEdge Wealth’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 		$340K Sell
2,651
-217
-8% -$27.4K ﹤0.01% 998
2026
Q1 		$344K Buy
+2,868
New +$348K ﹤0.01% 930

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

NewEdge Wealth's ONEY Position: Q2 2026 in Review

NewEdge Wealth reduced its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 7.6% in Q2 2026, selling an estimated $27.4K and leaving 2,651 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

NewEdge Wealth first reported a position in ONEY in Q1 2026 and has held it in 2 quarters since. The position peaked at $344K in Q1 2026. 120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • NewEdge Wealth held 2,651 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $340K as of Q2 2026.
  • NewEdge Wealth sold 217 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $27.4K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #998 holding.
  • NewEdge Wealth first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Wealth's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $344K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.