EFS
Essex Financial Services’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Sell |
7,241
-285
| -4% | -$30.9K | 0.05% | 313 |
|
|
2025
Q1 | $822K | Hold |
7,526
| – | – | 0.06% | 275 |
|
|
2024
Q4 | $819K | Sell |
7,526
-600
| -7% | -$65.3K | 0.06% | 275 |
|
|
2024
Q3 | $906K | Hold |
8,126
| – | – | 0.07% | 263 |
|
|
2024
Q2 | $863K | Buy |
8,126
+2,860
| +54% | +$304K | 0.06% | 267 |
|
|
2024
Q1 | $572K | Buy |
5,266
+801
| +18% | +$87K | 0.05% | 300 |
|
|
2023
Q4 | $450K | Buy |
+4,465
| New | +$450K | 0.05% | 324 |
|