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Money Concepts Capital’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-100
Closed -$9.19K – 2104
2022
Q4 		$9.19K Buy
+100
New +$9.15K ﹤0.01% 2054
2022
Q2 		– Sell
-100
Closed -$10K – 2237
2022
Q1 		$10K Buy
+100
New +$9.99K ﹤0.01% 1945

Other funds holding ONEO

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Money Concepts Capital's ONEO Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q1 2023, closing a stake of 100 shares — an estimated $9.19K sold.

Money Concepts Capital first reported a position in ONEO in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 10 funds tracked by Wall St. Rank hold ONEO as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q1 2023, an estimated $9.19K.
  • Money Concepts Capital first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $10K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.