FEG
ONEO icon

Financial Enhancement Group’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Financial Enhancement Group’s Portfolio ONEO Stock Details ONEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-29,815
Closed -$2.93M – 127
2022
Q4 		$2.93M Buy
+29,815
New +$2.73M 0.56% 53

Other funds holding ONEO

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Enhancement Group's ONEO Position: Q1 2023 in Review

Financial Enhancement Group sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q1 2023, closing a stake of 29,815 shares — an estimated $2.93M sold.

Financial Enhancement Group first reported a position in ONEO in Q4 2022 and held it in 1 quarter. The position peaked at $2.93M in Q4 2022. 10 funds tracked by Wall St. Rank hold ONEO as of Q1 2023.

  • Financial Enhancement Group reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Enhancement Group sold 29,815 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q1 2023, an estimated $2.93M.
  • Financial Enhancement Group first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q4 2022 and held it in 1 quarter.
  • Financial Enhancement Group's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $2.93M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q1 2023.

Based on Financial Enhancement Group's 13F filing for Q1 2023, filed 17 May 2023.