UBS Group
ONEY icon

UBS Group’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

UBS Group’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
Q1 		– Sell
-1,137
Closed -$129K – 10982
2025
Q4 		$129K Buy
1,137
+1,024
+906% +$116K ﹤0.01% 6781
2025
Q3 		$12.8K Sell
113
-1,238
-92% -$139K ﹤0.01% 8423
2025
Q2 		$146K Buy
1,351
+1,343
+16,788% +$142K ﹤0.01% 6939
2025
Q1 		$874 Sell
8
-49
-86% -$5.41K ﹤0.01% 9632
2024
Q4 		$6.21K Buy
+57
New +$6.42K ﹤0.01% 8583
2024
Q1 		– Sell
-416
Closed -$41.9K – 9824
2023
Q4 		$41.9K Sell
416
-381
-48% -$35.4K ﹤0.01% 6652
2023
Q3 		$72.9K Buy
+797
New +$76.8K ﹤0.01% 6053
2023
Q1 		– Sell
-583
Closed -$54.6K – 10148
2022
Q4 		$54.6K Buy
583
+523
+872% +$48.5K ﹤0.01% 6684
2022
Q3 		$5K Buy
+60
New +$5.58K ﹤0.01% 9210
2021
Q4 		– Sell
-25
Closed -$2K – 10568
2021
Q3 		$2K Sell
25
-466
-95% -$44.4K ﹤0.01% 8975
2021
Q2 		$47K Buy
+491
New +$46.5K ﹤0.01% 6490
2021
Q1 		– Sell
-2,675
Closed -$201K – 9335
2020
Q4 		$201K Buy
2,675
+28
+1% +$1.94K ﹤0.01% 5238
2020
Q3 		$161K Buy
2,647
+1,254
+90% +$76.7K ﹤0.01% 4922
2020
Q2 		$82K Buy
+1,393
New +$76.7K ﹤0.01% 5457
2019
Q4 		– Sell
-1,609
Closed -$114K – 8319
2019
Q3 		$114K Buy
+1,609
New +$112K ﹤0.01% 5696
2019
Q2 		– Sell
-128
Closed -$9K – 8074
2019
Q1 		$9K Buy
+128
New +$8.67K ﹤0.01% 6884
2018
Q2 		– Sell
-761
Closed -$52K – 8171
2018
Q1 		$52K Buy
+761
New +$53.2K ﹤0.01% 5687
2017
Q4 		– Sell
-443
Closed -$31K – 8019
2017
Q3 		$31K Buy
443
+136
+44% +$9.45K ﹤0.01% 6137
2017
Q2 		$21K Buy
307
+289
+1,606% +$20.1K ﹤0.01% 6260
2017
Q1 		$1K Sell
18
-122
-87% -$8.46K ﹤0.01% 7440
2016
Q4 		$9K Buy
+140
New +$9.53K ﹤0.01% 6978

Other funds holding ONEY

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

UBS Group's ONEY Position: Q1 2026 in Review

UBS Group sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2026, closing a stake of 1,137 shares — an estimated $129K sold.

UBS Group first reported a position in ONEY in Q4 2016 and held it in 21 quarters. The position peaked at $201K in Q4 2020. 114 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

  • UBS Group reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,137 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2026, an estimated $129K.
  • UBS Group first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2016 and held it in 21 quarters.
  • UBS Group's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $201K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.