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MGO One Seven’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

MGO One Seven’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
2025
Q1 		– Sell
-2,163
Closed -$236K – 1164
2024
Q4 		$236K Sell
2,163
-43
-2% -$4.85K 0.01% 951
2024
Q3 		$248K Sell
2,206
-37
-2% -$4.01K 0.01% 856
2024
Q2 		$233K Sell
2,243
-757
-25% -$79.7K 0.01% 860
2024
Q1 		$326K Sell
3,000
-309
-9% -$31.3K 0.02% 693
2023
Q4 		$333K Buy
+3,309
New +$308K 0.02% 675

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGO One Seven's ONEY Position: Q1 2025 in Review

MGO One Seven sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2025, closing a stake of 2,163 shares — an estimated $236K sold.

MGO One Seven first reported a position in ONEY in Q4 2023 and held it in 5 quarters. The position peaked at $333K in Q4 2023. 114 funds tracked by Wall St. Rank hold ONEY as of Q1 2025.

  • MGO One Seven reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2025 after selling out during the quarter.
  • MGO One Seven sold 2,163 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2025, an estimated $236K.
  • MGO One Seven first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2023 and held it in 5 quarters.
  • MGO One Seven's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $333K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2025.

Based on MGO One Seven's 13F filing for Q1 2025, filed 8 May 2025.