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Sound Income Strategies’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Sound Income Strategies’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
-305
Closed -$36.6K – 1786
2026
Q1 		$36.6K Buy
305
+2
+0.7% +$243 ﹤0.01% 933
2025
Q4 		$36.3K Buy
+303
New +$34.3K ﹤0.01% 914

Other funds holding ONEY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sound Income Strategies's ONEY Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2026, closing a stake of 305 shares — an estimated $36.6K sold.

Sound Income Strategies first reported a position in ONEY in Q4 2025 and held it in 2 quarters. The position peaked at $36.6K in Q1 2026. 99 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Sound Income Strategies reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 305 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $36.6K.
  • Sound Income Strategies first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $36.6K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.