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Savvy Advisors Inc’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Savvy Advisors Inc’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 		$4.47M Buy
34,857
+4,110
+13% +$518K 0.09% 171
2026
Q1 		$3.69M Buy
30,747
+3,583
+13% +$435K 0.1% 159
2025
Q4 		$3.08M Buy
+27,164
New +$3.07M 0.1% 147

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

Savvy Advisors Inc's ONEY Position: Q2 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 13% in Q2 2026, buying an estimated $518K and bringing the position to 34,857 shares worth $4.47M. The position accounts for 0.09% of the portfolio, ranked #171.

Savvy Advisors Inc first reported a position in ONEY in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Savvy Advisors Inc held 34,857 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $4.47M as of Q2 2026.
  • Savvy Advisors Inc bought 4,110 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $518K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #171 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.