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Mutual Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Mutual Advisors’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
2021
Q3 		– Sell
-2,436
Closed -$231K – 892
2021
Q2 		$231K Buy
+2,436
New +$231K 0.01% 756

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mutual Advisors's ONEY Position: Q3 2021 in Review

Mutual Advisors sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q3 2021, closing a stake of 2,436 shares — an estimated $231K sold.

Mutual Advisors first reported a position in ONEY in Q2 2021 and held it in 1 quarter. The position peaked at $231K in Q2 2021. 38 funds tracked by Wall St. Rank hold ONEY as of Q3 2021.

  • Mutual Advisors reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q3 2021 after selling out during the quarter.
  • Mutual Advisors sold 2,436 State Street SPDR Russell 1000 Yield Focus ETF shares in Q3 2021, an estimated $231K.
  • Mutual Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2021 and held it in 1 quarter.
  • Mutual Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $231K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2021.

Based on Mutual Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.