Ladenburg Thalmann Financial Services’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$6K	Hold	80	–	–	﹤0.01%	4708
2019 Q3	$6K	Hold	80	–	–	﹤0.01%	4612
2019 Q2	$6K	Hold	80	–	–	﹤0.01%	4646
2019 Q1	$6K	Hold	80	–	–	﹤0.01%	4590
2018 Q4	$5K	Hold	80	–	–	﹤0.01%	4601
2018 Q3	$6K	Hold	80	–	–	﹤0.01%	4523
2018 Q2	$6K	Hold	80	–	–	﹤0.01%	4517
2018 Q1	$6K	Buy	+80	New	+$5.92K	﹤0.01%	4517

Other funds holding ONEO

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ONEO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) position steady in Q4 2019 at 80 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4708.

Ladenburg Thalmann Financial Services first reported a position in ONEO in Q1 2018 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold ONEO as of Q4 2019.

Ladenburg Thalmann Financial Services held 80 shares of State Street SPDR Russell 1000 Momentum Focus ETF worth $6K as of Q4 2019.
Ladenburg Thalmann Financial Services left its State Street SPDR Russell 1000 Momentum Focus ETF share count unchanged in Q4 2019.
State Street SPDR Russell 1000 Momentum Focus ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4708 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q1 2018 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.