Stifel Financial’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Stifel Financial’s Portfolio ONEO Stock Details ONEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,450	Closed	-$317K	–	3717
2025 Q4	$317K	Hold	2,450	–	–	﹤0.01%	3123
2025 Q3	$315K	Hold	2,450	–	–	﹤0.01%	3080
2025 Q2	$302K	Hold	2,450	–	–	﹤0.01%	3044
2025 Q1	$282K	Hold	2,450	–	–	﹤0.01%	3004
2024 Q4	$291K	Hold	2,450	–	–	﹤0.01%	2978
2024 Q3	$291K	Hold	2,450	–	–	﹤0.01%	2976
2024 Q2	$270K	Hold	2,450	–	–	﹤0.01%	2962
2024 Q1	$283K	Buy	+2,450	New	+$264K	﹤0.01%	2948

Other funds holding ONEO

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial's ONEO Position: Q1 2026 in Review

Stifel Financial sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q1 2026, closing a stake of 2,450 shares — an estimated $317K sold.

Stifel Financial first reported a position in ONEO in Q1 2024 and held it in 8 quarters. The position peaked at $317K in Q4 2025. 14 funds tracked by Wall St. Rank hold ONEO as of Q1 2026.

Stifel Financial reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q1 2026 after selling out during the quarter.
Stifel Financial sold 2,450 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q1 2026, an estimated $317K.
Stifel Financial first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q1 2024 and held it in 8 quarters.
Stifel Financial's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $317K in Q4 2025.
14 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.