Wealth Enhancement Advisory Services’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Wealth Enhancement Advisory Services’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	$291K	Buy	2,237 +472	+27%	+$59.5K	﹤0.01%	3238
2026 Q1	$213K	Sell	1,765 -1,676	-49%	-$203K	﹤0.01%	3087
2025 Q4	$403K	Buy	3,441 +530	+18%	+$59.9K	﹤0.01%	2649
2025 Q3	$330K	Buy	2,911 +199	+7%	+$22.4K	﹤0.01%	2704
2025 Q2	$303K	Sell	2,712 -113	-4%	-$11.9K	﹤0.01%	2632
2025 Q1	$309K	Buy	2,825 +457	+19%	+$50.5K	﹤0.01%	2428
2024 Q4	$258K	Buy	2,368 +123	+5%	+$13.9K	﹤0.01%	2506
2024 Q3	$252K	Hold	2,245	–	–	﹤0.01%	2297
2024 Q2	$233K	Buy	2,245 +10	+0.4%	+$1.05K	﹤0.01%	2178
2024 Q1	$243K	Hold	2,235	–	–	﹤0.01%	2058
2023 Q4	$225K	Hold	2,235	–	–	﹤0.01%	2027
2023 Q3	$204K	Buy	+2,235	New	+$215K	﹤0.01%	1992

Other funds holding ONEY

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's ONEY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) stake by 27% in Q2 2026, buying an estimated $59.5K and bringing the position to 2,237 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Wealth Enhancement Advisory Services first reported a position in ONEY in Q3 2023 and has held it in 12 quarters since. The position peaked at $403K in Q4 2025. 17 funds tracked by Wall St. Rank hold ONEY as of Q2 2026.

Wealth Enhancement Advisory Services held 2,237 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $291K as of Q2 2026.
Wealth Enhancement Advisory Services bought 472 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2026, an estimated $59.5K.
State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3238 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $403K in Q4 2025.
17 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.