Accel Wealth Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-315	Closed	-$29.7K	–	641
2023 Q1	$29.7K	Buy	315 +2	+0.6%	+$193	0.01%	610
2022 Q4	$29.4K	Buy	313 +2	+0.6%	+$186	0.01%	465
2022 Q3	$28K	Buy	311 +3	+1%	+$279	0.02%	485
2022 Q2	$28K	Buy	308 +3	+1%	+$292	0.02%	466
2022 Q1	$31K	Buy	305 +1	+0.3%	+$99	0.02%	460
2021 Q4	$30K	Buy	304 +138	+83%	+$13.4K	0.01%	484
2021 Q3	$15K	Sell	166 -134	-45%	-$12.8K	0.01%	558
2021 Q2	$28K	Buy	300 +2	+0.7%	+$189	0.02%	451
2021 Q1	$27K	Buy	298 +3	+1%	+$252	0.02%	435
2020 Q4	$22K	Buy	+295	New	+$20.4K	0.02%	466

Other funds holding ONEY

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Accel Wealth Management's ONEY Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2023, closing a stake of 315 shares — an estimated $29.7K sold.

Accel Wealth Management first reported a position in ONEY in Q4 2020 and held it in 10 quarters. The position peaked at $31K in Q1 2022. 87 funds tracked by Wall St. Rank hold ONEY as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 315 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2023, an estimated $29.7K.
Accel Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $31K in Q1 2022.
87 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.