RFP
ONEY icon

Root Financial Partners’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Root Financial 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 		– Sell
-537
Closed -$64.5K – 2300
2026
Q1 		$64.5K Buy
+537
New +$65.2K ﹤0.01% 752

Other funds holding ONEY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Root Financial Partners's ONEY Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2026, closing a stake of 537 shares — an estimated $64.5K sold.

Root Financial Partners first reported a position in ONEY in Q1 2026 and held it in 1 quarter. The position peaked at $64.5K in Q1 2026. 38 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 537 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $64.5K.
  • Root Financial Partners first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $64.5K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.