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

Precedent Wealth Partners’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	$1.4M	Sell	10,929 -1,855	-15%	-$234K	0.23%	105
2026 Q1	$1.53M	Sell	12,784 -63	-0.5%	-$7.64K	0.31%	94
2025 Q4	$1.46M	Buy	12,847 +217	+2%	+$24.5K	0.31%	93
2025 Q3	$1.43M	Buy	12,630 +2,235	+22%	+$252K	0.31%	89
2025 Q2	$1.13M	Sell	10,395 -2,044	-16%	-$216K	0.28%	102
2025 Q1	$1.36M	Buy	12,439 +5,171	+71%	+$571K	0.38%	79
2024 Q4	$791K	Buy	7,268 +148	+2%	+$16.7K	0.26%	100
2024 Q3	$799K	Buy	7,120 +4,804	+207%	+$520K	0.26%	94
2024 Q2	$240K	Buy	+2,316	New	+$244K	0.1%	130

Other funds holding ONEY

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

MFG

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Precedent Wealth Partners's ONEY Position: Q2 2026 in Review

Precedent Wealth Partners reduced its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 15% in Q2 2026, selling an estimated $234K and leaving 10,929 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #105.

Precedent Wealth Partners first reported a position in ONEY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q1 2026. 24 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

Precedent Wealth Partners held 10,929 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $1.4M as of Q2 2026.
Precedent Wealth Partners sold 1,855 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $234K.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.23% of Precedent Wealth Partners's portfolio in Q2 2026, its #105 holding.
Precedent Wealth Partners first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2024 and has held it in 9 quarters since.
Precedent Wealth Partners's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $1.53M in Q1 2026.
24 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.