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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-21,003
Closed -$1.98M 2011
2023
Q1
$1.98M Sell
21,003
-5,151
-20% -$498K 0.01% 806
2022
Q4
$2.45M Buy
+26,154
New +$2.43M 0.02% 677
2020
Q1
Sell
-5,067
Closed -$386K 1235
2019
Q4
$386K Buy
+5,067
New +$371K 0.01% 816

Other funds holding ONEY

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

AE Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2023, closing a stake of 21,003 shares — an estimated $1.98M sold.

AE Wealth Management first reported a position in ONEY in Q4 2019 and held it in 3 quarters. The position peaked at $2.45M in Q4 2022. 88 funds tracked by Wall St. Rank hold ONEY as of Q2 2023.

  • AE Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 21,003 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2023, an estimated $1.98M.
  • AE Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2019 and held it in 3 quarters.
  • AE Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $2.45M in Q4 2022.
  • 88 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.