Triad Wealth Partners’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Triad Wealth 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
2025 Q1	–	Sell	-3,705	Closed	-$403K	–	220
2024 Q4	$403K	Buy	+3,705	New	+$418K	0.15%	108
2024 Q3	–	Sell	-3,866	Closed	-$401K	–	629
2024 Q2	$401K	Buy	+3,866	New	+$407K	0.21%	47

Other funds holding ONEY

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Triad Wealth Partners's ONEY Position: Q1 2025 in Review

Triad Wealth Partners sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2025, closing a stake of 3,705 shares — an estimated $403K sold.

Triad Wealth Partners first reported a position in ONEY in Q2 2024 and held it in 2 quarters. The position peaked at $403K in Q4 2024. 114 funds tracked by Wall St. Rank hold ONEY as of Q1 2025.

Triad Wealth Partners reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2025 after selling out during the quarter.
Triad Wealth Partners sold 3,705 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2025, an estimated $403K.
Triad Wealth Partners first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $403K in Q4 2024.
114 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2025.

Based on Triad Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.