LWM Advisory Services’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
Bought
Maintained
Sold
Other funds holding ONEY
APF
SL
RJFSA
RA
LWM Advisory Services's ONEY Position: Q2 2023 in Review
LWM Advisory Services sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2023, closing a stake of 5,656 shares — an estimated $533K sold.
LWM Advisory Services first reported a position in ONEY in Q3 2022 and held it in 3 quarters. The position peaked at $539K in Q4 2022. 87 funds tracked by Wall St. Rank hold ONEY as of Q2 2023.
- LWM Advisory Services reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2023 after selling out during the quarter.
- LWM Advisory Services sold 5,656 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2023, an estimated $533K.
- LWM Advisory Services first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q3 2022 and held it in 3 quarters.
- LWM Advisory Services's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $539K in Q4 2022.
- 87 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2023.
Based on LWM Advisory Services's 13F filing for Q2 2023, filed 7 Aug 2023.