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

Pathfinder Wealth Consulting’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 		– Sell
-9,432
Closed -$1.13M – 110
2026
Q1 		$1.13M Sell
9,432
-40
-0.4% -$4.85K 0.73% 35
2025
Q4 		$1.08M Buy
+9,472
New +$1.07M 0.68% 36

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

Pathfinder Wealth Consulting's ONEY Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2026, closing a stake of 9,432 shares — an estimated $1.13M sold.

Pathfinder Wealth Consulting first reported a position in ONEY in Q4 2025 and held it in 2 quarters. The position peaked at $1.13M in Q1 2026. 120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 9,432 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $1.13M.
  • Pathfinder Wealth Consulting first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $1.13M 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 Pathfinder Wealth Consulting's 13F filing for Q2 2026.