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Institute for Wealth Management’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-591
Closed -$46K – 581
2019
Q4 		$46K Buy
+591
New +$44.7K 0.01% 516

Other funds holding ONEO

APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Institute for Wealth Management's ONEO Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q1 2020, closing a stake of 591 shares — an estimated $46K sold.

Institute for Wealth Management first reported a position in ONEO in Q4 2019 and held it in 1 quarter. The position peaked at $46K in Q4 2019. 10 funds tracked by Wall St. Rank hold ONEO as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 591 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q1 2020, an estimated $46K.
  • Institute for Wealth Management first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $46K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.