Osaic Holdings’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Osaic Holdings’s Portfolio ONEO Stock Details ONEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Buy	1,395 +180	+15%	+$26.2K	﹤0.01%	4384
2026 Q1	$162K	Buy	1,215 +950	+358%	+$129K	﹤0.01%	4323
2025 Q4	$34.3K	Buy	265 +22	+9%	+$2.83K	﹤0.01%	5507
2025 Q3	$31.1K	Buy	243 +54	+29%	+$6.83K	﹤0.01%	5635
2025 Q2	$23.3K	Hold	189	–	–	﹤0.01%	5592
2025 Q1	$21.8K	Sell	189 -15	-7%	-$1.8K	﹤0.01%	5311
2024 Q4	$24.2K	Buy	204 +150	+278%	+$18.3K	﹤0.01%	5216
2024 Q3	$6.42K	Hold	54	–	–	﹤0.01%	6096
2024 Q2	$5.96K	Hold	54	–	–	﹤0.01%	6084
2024 Q1	$6.23K	Hold	54	–	–	﹤0.01%	5985
2023 Q4	$5.64K	Buy	54 +28	+108%	+$2.7K	﹤0.01%	6117
2023 Q3	$2.45K	Hold	26	–	–	﹤0.01%	6562
2023 Q2	$2.55K	Hold	26	–	–	﹤0.01%	6575
2023 Q1	$2.45K	Hold	26	–	–	﹤0.01%	6630
2022 Q4	$2K	Hold	26	–	–	﹤0.01%	6685
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	6804
2022 Q2	$2K	Buy	+26	New	+$2.42K	﹤0.01%	6912
2021 Q3	–	Sell	-885	Closed	-$87K	–	7269
2021 Q2	$87K	Hold	885	–	–	﹤0.01%	4596
2021 Q1	$83K	Hold	885	–	–	﹤0.01%	4503
2020 Q4	$75K	Hold	885	–	–	﹤0.01%	4257
2020 Q3	$65K	Hold	885	–	–	﹤0.01%	4124
2020 Q2	$61K	Sell	885 -80	-8%	-$5.12K	﹤0.01%	4052
2020 Q1	$53K	Buy	+965	New	+$68.6K	﹤0.01%	3934

Other funds holding ONEO

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

Osaic Holdings's ONEO Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) stake by 15% in Q2 2026, buying an estimated $26.2K and bringing the position to 1,395 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #4384.

Osaic Holdings first reported a position in ONEO in Q1 2020 and has held it in 23 quarters since. 17 funds tracked by Wall St. Rank hold ONEO as of Q2 2026.

Osaic Holdings held 1,395 shares of State Street SPDR Russell 1000 Momentum Focus ETF worth $213K as of Q2 2026.
Osaic Holdings bought 180 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q2 2026, an estimated $26.2K.
State Street SPDR Russell 1000 Momentum Focus ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4384 holding.
Osaic Holdings first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q1 2020 and has held it in 23 quarters since.
17 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.