Winthrop Capital Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Winthrop Capital Management’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 Q1	$27K	Hold	225	–	–	0.01%	205
2025 Q4	$26K	Hold	225	–	–	0.01%	207
2025 Q3	$25K	Hold	225	–	–	0.01%	192
2025 Q2	$24K	Sell	225 -11	-5%	-$1.16K	0.01%	205
2025 Q1	$26K	Buy	236 +1	+0.4%	+$110	0.01%	180
2024 Q4	$25K	Buy	235 +11	+5%	+$1.24K	0.01%	191
2024 Q3	$25K	Hold	224	–	–	0.01%	102
2024 Q2	$23K	Hold	224	–	–	0.01%	95
2024 Q1	$23K	Hold	224	–	–	0.01%	100
2023 Q4	$22.6K	Buy	+224	New	+$20.8K	0.01%	189

Other funds holding ONEY

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Winthrop Capital Management's ONEY Position: Q1 2026 in Review

Winthrop Capital Management held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q1 2026 at 225 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #205.

Winthrop Capital Management first reported a position in ONEY in Q4 2023 and has held it in 10 quarters since. 113 funds tracked by Wall St. Rank hold ONEY as of Q1 2026.

Winthrop Capital Management held 225 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $27K as of Q1 2026.
Winthrop Capital Management left its State Street SPDR Russell 1000 Yield Focus ETF share count unchanged in Q1 2026.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #205 holding.
Winthrop Capital Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2023 and has held it in 10 quarters since.
113 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.