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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
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 $1.51B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Boyce & Associates Wealth Consulting's ONEO Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) stake by 0.24% in Q2 2026, buying an estimated $583 and bringing the position to 1,668 shares worth $255K. The position accounts for 0.18% of the portfolio, ranked #71.

Boyce & Associates Wealth Consulting first reported a position in ONEO in Q1 2022 and has held it in 16 quarters since. The position peaked at $280K in Q2 2025. 17 funds tracked by Wall St. Rank hold ONEO as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 1,668 shares of State Street SPDR Russell 1000 Momentum Focus ETF worth $255K as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 4 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q2 2026, an estimated $583.
  • State Street SPDR Russell 1000 Momentum Focus ETF made up 0.18% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #71 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 16 quarters since.
  • Boyce & Associates Wealth Consulting's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $280K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.