Janney Montgomery Scott’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Janney Montgomery Scott’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
2024 Q1	–	Sell	-4,736	Closed	-$495K	–	2797
2023 Q4	$495K	Sell	4,736 -622	-12%	-$60K	﹤0.01%	1908
2023 Q3	$504K	Hold	5,358	–	–	﹤0.01%	1761
2023 Q2	$526K	Sell	5,358 -15	-0.3%	-$1.4K	﹤0.01%	1821
2023 Q1	$506K	Buy	5,373 +48	+0.9%	+$4.57K	﹤0.01%	1724
2022 Q4	$489K	Buy	5,325 +56	+1%	+$5.13K	﹤0.01%	1788
2022 Q3	$434K	Buy	5,269 +504	+11%	+$45.5K	﹤0.01%	1789
2022 Q2	$417K	Buy	4,765 +392	+9%	+$36.5K	﹤0.01%	1705
2022 Q1	$438K	Buy	4,373 +1,296	+42%	+$129K	﹤0.01%	1702
2021 Q4	$327K	Buy	3,077 +1,033	+51%	+$107K	﹤0.01%	1958
2021 Q3	$201K	Buy	+2,044	New	+$205K	﹤0.01%	2166

Other funds holding ONEO

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

Janney Montgomery Scott's ONEO Position: Q1 2024 in Review

Janney Montgomery Scott sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q1 2024, closing a stake of 4,736 shares — an estimated $495K sold.

Janney Montgomery Scott first reported a position in ONEO in Q3 2021 and held it in 10 quarters. The position peaked at $526K in Q2 2023. 12 funds tracked by Wall St. Rank hold ONEO as of Q1 2024.

Janney Montgomery Scott reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q1 2024 after selling out during the quarter.
Janney Montgomery Scott sold 4,736 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q1 2024, an estimated $495K.
Janney Montgomery Scott first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q3 2021 and held it in 10 quarters.
Janney Montgomery Scott's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $526K in Q2 2023.
12 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.