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Wealthspire Advisors (New York)’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-6
Closed -$679 – 2296
2025
Q3 		$679 Buy
+6
New +$675 ﹤0.01% 2794

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KIM
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Creative Planning
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealthspire Advisors (New York)'s ONEY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q4 2025, closing a stake of 6 shares — an estimated $679 sold.

Wealthspire Advisors (New York) first reported a position in ONEY in Q3 2025 and held it in 1 quarter. The position peaked at $679 in Q3 2025. 110 funds tracked by Wall St. Rank hold ONEY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6 State Street SPDR Russell 1000 Yield Focus ETF shares in Q4 2025, an estimated $679.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s State Street SPDR Russell 1000 Yield Focus ETF position peaked at $679 in Q3 2025.
  • 110 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.