RIA
ONEY icon

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

Realta Investment 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
2023
Q1 		– Sell
-8
Closed -$750 – 685
2022
Q4 		$750 Buy
+8
New +$742 ﹤0.01% 839

Other funds holding ONEY

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Realta Investment Advisors's ONEY Position: Q1 2023 in Review

Realta Investment Advisors sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2023, closing a stake of 8 shares — an estimated $750 sold.

Realta Investment Advisors first reported a position in ONEY in Q4 2022 and held it in 1 quarter. The position peaked at $750 in Q4 2022. 91 funds tracked by Wall St. Rank hold ONEY as of Q1 2023.

  • Realta Investment Advisors reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 8 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2023, an estimated $750.
  • Realta Investment Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2022 and held it in 1 quarter.
  • Realta Investment Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $750 in Q4 2022.
  • 91 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.