United Capital Financial Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

United Capital Financial Advisors’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	$474K	Hold	3,699	–	–	﹤0.01%	1152
2026 Q1	$445K	Buy	+3,699	New	+$449K	﹤0.01%	1122
2023 Q1	–	Sell	-2,163	Closed	-$203K	–	1039
2022 Q4	$203K	Buy	+2,163	New	+$201K	﹤0.01%	987
2022 Q2	–	Sell	-2,163	Closed	-$219K	–	1174
2022 Q1	$219K	Hold	2,163	–	–	﹤0.01%	1093
2021 Q4	$217K	Hold	2,163	–	–	﹤0.01%	1124
2021 Q3	$202K	Hold	2,163	–	–	﹤0.01%	1144
2021 Q2	$205K	Buy	+2,163	New	+$205K	﹤0.01%	1160
2020 Q2	–	Sell	-4,235	Closed	-$204K	–	1236
2020 Q1	$204K	Sell	4,235 -1,136	-21%	-$75.7K	﹤0.01%	1066
2019 Q4	$409K	Hold	5,371	–	–	﹤0.01%	1047
2019 Q3	$380K	Hold	5,371	–	–	﹤0.01%	1026
2019 Q2	$379K	Sell	5,371 -123	-2%	-$8.62K	﹤0.01%	1131
2019 Q1	$381K	Sell	5,494 -1,215	-18%	-$82.3K	﹤0.01%	1056
2018 Q4	$415K	Sell	6,709 -4,367	-39%	-$296K	﹤0.01%	968
2018 Q3	$805K	Sell	11,076 -168	-1%	-$12.2K	0.01%	838
2018 Q2	$797K	Sell	11,244 -821	-7%	-$57.3K	0.01%	822
2018 Q1	$817K	Sell	12,065 -664	-5%	-$46.4K	0.01%	823
2017 Q4	$892K	Sell	12,729 -1,245	-9%	-$89.5K	0.01%	816
2017 Q3	$987K	Buy	13,974 +249	+2%	+$17.3K	0.01%	780
2017 Q2	$957K	Sell	13,725 -1,734	-11%	-$120K	0.01%	775
2017 Q1	$1.08M	Sell	15,459 -375	-2%	-$26K	0.01%	723
2016 Q4	$1.07M	Sell	15,834 -2,334	-13%	-$159K	0.01%	741
2016 Q3	$1.19M	Buy	18,168 +1,560	+9%	+$102K	0.01%	729
2016 Q2	$996K	Buy	16,608 +1,630	+11%	+$102K	0.01%	736
2016 Q1	$935K	Buy	+14,978	New	+$844K	0.01%	713

Other funds holding ONEY

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

United Capital Financial Advisors's ONEY Position: Q2 2026 in Review

United Capital Financial Advisors held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q2 2026 at 3,699 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

United Capital Financial Advisors first reported a position in ONEY in Q1 2016 and has held it in 24 quarters since. The position peaked at $1.19M in Q3 2016. 120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

United Capital Financial Advisors held 3,699 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $474K as of Q2 2026.
United Capital Financial Advisors left its State Street SPDR Russell 1000 Yield Focus ETF share count unchanged in Q2 2026.
State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1152 holding.
United Capital Financial Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2016 and has held it in 24 quarters since.
United Capital Financial Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $1.19M in Q3 2016.
120 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.