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First Heartland Consultants’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

First Heartland Consultants’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
2024
Q3 		– Sell
-2,929
Closed -$304 – 483
2024
Q2 		$304 Buy
+2,929
New +$308K 0.02% 342

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

First Heartland Consultants's ONEY Position: Q3 2024 in Review

First Heartland Consultants sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q3 2024, closing a stake of 2,929 shares — an estimated $304 sold.

First Heartland Consultants first reported a position in ONEY in Q2 2024 and held it in 1 quarter. The position peaked at $304 in Q2 2024. 101 funds tracked by Wall St. Rank hold ONEY as of Q3 2024.

  • First Heartland Consultants reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q3 2024 after selling out during the quarter.
  • First Heartland Consultants sold 2,929 State Street SPDR Russell 1000 Yield Focus ETF shares in Q3 2024, an estimated $304.
  • First Heartland Consultants first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2024 and held it in 1 quarter.
  • First Heartland Consultants's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $304 in Q2 2024.
  • 101 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.