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IFP Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-32
Closed -$2K – 4763
2022
Q3 		$2K Hold
32
– – ﹤0.01% 4386
2022
Q2 		$2K Hold
32
– – ﹤0.01% 4159
2022
Q1 		$2K Buy
+32
New +$3.18K ﹤0.01% 4157

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
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFG
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IFP Advisors's ONEY Position: Q4 2022 in Review

IFP Advisors sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q4 2022, closing a stake of 32 shares — an estimated $2K sold.

IFP Advisors first reported a position in ONEY in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 84 funds tracked by Wall St. Rank hold ONEY as of Q4 2022.

  • IFP Advisors reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 32 State Street SPDR Russell 1000 Yield Focus ETF shares in Q4 2022, an estimated $2K.
  • IFP Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2022 and held it in 3 quarters.
  • IFP Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $2K in Q3 2022.
  • 84 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.