Boyce & Associates Wealth Consulting’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Boyce & Associates Wealth Consulting’s Portfolio ONEO Stock Details ONEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$270K	Buy	1,819 +151	+9%	+$23.2K	0.16%	70
2026 Q2	$255K	Buy	1,668 +4	+0.2%	+$583	0.18%	71
2026 Q1	$221K	Buy	1,664 +6	+0.4%	+$816	0.17%	76
2025 Q4	$215K	Sell	1,658 -89	-5%	-$11.4K	0.18%	68
2025 Q3	$225K	Sell	1,747 -521	-23%	-$65.9K	0.18%	69
2025 Q2	$280K	Buy	2,268 +83	+4%	+$9.68K	0.26%	58
2025 Q1	$252K	Sell	2,185 -129	-6%	-$15.5K	0.25%	59
2024 Q4	$274K	Buy	2,314 +6	+0.3%	+$733	0.28%	57
2024 Q3	$274K	Buy	2,308 +5	+0.2%	+$568	0.29%	56
2024 Q2	$254K	Buy	2,303 +5	+0.2%	+$555	0.3%	59
2024 Q1	$265K	Buy	2,298 +4	+0.2%	+$432	0.34%	50
2023 Q4	$240K	Buy	2,294 +6	+0.3%	+$579	0.35%	46
2023 Q3	$215K	Sell	2,288 -1	-0%	-$98	0.36%	43
2023 Q2	$224K	Buy	2,289 +8	+0.4%	+$749	0.38%	41
2023 Q1	$212K	Sell	2,281 -76	-3%	-$7.23K	0.38%	45
2022 Q4	$217K	Buy	+2,357	New	+$216K	0.41%	41
2022 Q2	–	Sell	-2,285	Closed	-$229K	–	53
2022 Q1	$229K	Buy	+2,285	New	+$228K	0.34%	47

Other funds holding ONEO

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Boyce & Associates Wealth Consulting's ONEO Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) stake by 9.1% in Q3 2026, buying an estimated $23.2K and bringing the position to 1,819 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #70.

Boyce & Associates Wealth Consulting first reported a position in ONEO in Q1 2022 and has held it in 17 quarters since. The position peaked at $280K in Q2 2025. 4 funds tracked by Wall St. Rank hold ONEO as of Q3 2026.

Boyce & Associates Wealth Consulting held 1,819 shares of State Street SPDR Russell 1000 Momentum Focus ETF worth $270K as of Q3 2026.
Boyce & Associates Wealth Consulting bought 151 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q3 2026, an estimated $23.2K.
State Street SPDR Russell 1000 Momentum Focus ETF made up 0.16% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #70 holding.
Boyce & Associates Wealth Consulting first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q1 2022 and has held it in 17 quarters since.
Boyce & Associates Wealth Consulting's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $280K in Q2 2025.
4 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.