Rockefeller Capital Management
ONEY icon

Rockefeller Capital Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Rockefeller Capital Management’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
Q1 		$8.4K Hold
70
– – ﹤0.01% 4068
2025
Q4 		$7.95K Sell
70
-1,134
-94% -$128K ﹤0.01% 3909
2025
Q3 		$136K Buy
+1,204
New +$136K ﹤0.01% 2416

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management's ONEY Position: Q1 2026 in Review

Rockefeller Capital Management held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q1 2026 at 70 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

Rockefeller Capital Management first reported a position in ONEY in Q3 2025 and has held it in 3 quarters since. The position peaked at $136K in Q3 2025. 113 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

  • Rockefeller Capital Management held 70 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $8.4K as of Q1 2026.
  • Rockefeller Capital Management left its State Street SPDR Russell 1000 Yield Focus ETF share count unchanged in Q1 2026.
  • State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4068 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $136K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.