Clearstead Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Clearstead Advisors’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 Q1	–	Sell	-26	Closed	-$2.44K	–	1411
2022 Q4	$2.44K	Hold	26	–	–	﹤0.01%	1064
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	1089
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	1121
2022 Q1	$3K	Buy	+26	New	+$2.59K	﹤0.01%	1152

Other funds holding ONEY

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Clearstead Advisors's ONEY Position: Q1 2023 in Review

Clearstead Advisors sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2023, closing a stake of 26 shares — an estimated $2.44K sold.

Clearstead Advisors first reported a position in ONEY in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 91 funds tracked by Wall St. Rank hold ONEY as of Q1 2023.

Clearstead Advisors reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2023 after selling out during the quarter.
Clearstead Advisors sold 26 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2023, an estimated $2.44K.
Clearstead Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2022 and held it in 4 quarters.
Clearstead Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $3K in Q1 2022.
91 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.