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

Concurrent Investment 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
2025
Q3 		– Sell
-1,851
Closed -$200K – 1566
2025
Q2 		$200K Sell
1,851
-1,305
-41% -$138K ﹤0.01% 1268
2025
Q1 		$345K Hold
3,156
– – 0.01% 866
2024
Q4 		$344K Sell
3,156
-777
-20% -$87.6K 0.01% 779
2024
Q3 		$441K Sell
3,933
-869
-18% -$94.1K 0.01% 655
2024
Q2 		$498K Sell
4,802
-543
-10% -$57.1K 0.02% 586
2024
Q1 		$581K Sell
5,345
-39,140
-88% -$3.96M 0.02% 504
2023
Q4 		$4.48M Buy
+44,485
New +$4.14M 0.21% 109

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concurrent Investment Advisors's ONEY Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q3 2025, closing a stake of 1,851 shares — an estimated $200K sold.

Concurrent Investment Advisors first reported a position in ONEY in Q4 2023 and held it in 7 quarters. The position peaked at $4.48M in Q4 2023. 105 funds tracked by Wall St. Rank hold ONEY as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,851 State Street SPDR Russell 1000 Yield Focus ETF shares in Q3 2025, an estimated $200K.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2023 and held it in 7 quarters.
  • Concurrent Investment Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $4.48M in Q4 2023.
  • 105 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.