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Denver PWM’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Denver PWM’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
Q1 		– Sell
-80
Closed -$8.71K – 177
2024
Q4 		$8.71K Buy
+80
New +$9.02K ﹤0.01% 164

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Denver PWM's ONEY Position: Q1 2025 in Review

Denver PWM sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2025, closing a stake of 80 shares — an estimated $8.71K sold.

Denver PWM first reported a position in ONEY in Q4 2024 and held it in 1 quarter. The position peaked at $8.71K in Q4 2024. 114 funds tracked by Wall St. Rank hold ONEY as of Q1 2025.

  • Denver PWM reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Denver PWM sold 80 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2025, an estimated $8.71K.
  • Denver PWM first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2024 and held it in 1 quarter.
  • Denver PWM's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $8.71K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.