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Walsh & Associates’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Walsh & Associates’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 		$53.2K Hold
415
– – 0.04% 115
2026
Q1 		$49.8K Hold
415
– – 0.05% 109
2025
Q4 		$47.1K Buy
+415
New +$46.9K 0.05% 114

Other funds holding ONEY

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
APF
Alaska Permanent Fund Juneau, Alaska $2.25B AUM 23.32% 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

Walsh & Associates's ONEY Position: Q2 2026 in Review

Walsh & Associates held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q2 2026 at 415 shares worth $53.2K. The position accounts for 0.04% of the portfolio, ranked #115.

Walsh & Associates first reported a position in ONEY in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Walsh & Associates held 415 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $53.2K as of Q2 2026.
  • Walsh & Associates 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 0.04% of Walsh & Associates's portfolio in Q2 2026, its #115 holding.
  • Walsh & Associates first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.