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Waverly Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Waverly 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 		$9.19M Buy
71,713
+6,059
+9% +$764K 0.05% 311
2026
Q1 		$7.88M Buy
65,654
+4,796
+8% +$582K 0.06% 310
2025
Q4 		$6.91M Buy
+60,858
New +$6.88M 0.06% 307

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
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
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

Waverly Advisors's ONEY Position: Q2 2026 in Review

Waverly Advisors increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 9.2% in Q2 2026, buying an estimated $764K and bringing the position to 71,713 shares worth $9.19M. The position accounts for 0.05% of the portfolio, ranked #311.

Waverly Advisors first reported a position in ONEY in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

  • Waverly Advisors held 71,713 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $9.19M as of Q2 2026.
  • Waverly Advisors bought 6,059 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $764K.
  • State Street SPDR Russell 1000 Yield Focus ETF made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #311 holding.
  • Waverly Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.