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John Overdeck’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

John Overdeck’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
Q1 		– Sell
-2,500
Closed -$252K – 3278
2023
Q4 		$252K Buy
+2,500
New +$233K ﹤0.01% 2753

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $2.25B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

John Overdeck's ONEY Position: Q1 2024 in Review

John Overdeck sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2024, closing a stake of 2,500 shares — an estimated $252K sold.

John Overdeck first reported a position in ONEY in Q4 2023 and held it in 1 quarter. The position peaked at $252K in Q4 2023. 103 funds tracked by Wall St. Rank hold ONEY as of Q1 2024.

  • John Overdeck reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2024 after selling out during the quarter.
  • John Overdeck sold 2,500 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2024, an estimated $252K.
  • John Overdeck first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2023 and held it in 1 quarter.
  • John Overdeck's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $252K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2024.

Based on Two Sigma Investments's 13F filing for Q1 2024, filed 15 May 2024.