Financial Advocates Investment Management’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
5,903
-175
| -3% | -$18.9K | 0.05% | 305 |
|
|
2025
Q1 | $664K | Sell |
6,078
-90
| -1% | -$9.83K | 0.05% | 363 |
|
|
2024
Q4 | $671K | Hold |
6,168
| – | – | 0.04% | 383 |
|
|
2024
Q3 | $692K | Sell |
6,168
-1,170
| -16% | -$131K | 0.04% | 385 |
|
|
2024
Q2 | $761K | Sell |
7,338
-300
| -4% | -$31.1K | 0.05% | 347 |
|
|
2024
Q1 | $830K | Hold |
7,638
| – | – | 0.05% | 342 |
|
|
2023
Q4 | $769K | Buy |
7,638
+1,100
| +17% | +$111K | 0.05% | 338 |
|
|
2023
Q3 | $598K | Buy |
6,538
+173
| +3% | +$15.8K | 0.04% | 368 |
|
|
2023
Q2 | $607K | Buy |
+6,365
| New | +$607K | 0.04% | 358 |
|
|
2023
Q1 | – | Sell |
-6,613
| Closed | -$620K | – | 790 |
|
|
2022
Q4 | $620K | Buy |
+6,613
| New | +$620K | 0.05% | 400 |
|