SMG
ONEY icon

Smart Money Group’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Smart Money Group’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
2020
Q1 		– Sell
-3,526
Closed -$269K – 89
2019
Q4 		$269K Sell
3,526
-17,296
-83% -$1.27M 0.16% 70
2019
Q3 		$1.47M Buy
20,822
+39
+0.2% +$2.71K 1.18% 25
2019
Q2 		$1.47M Buy
20,783
+663
+3% +$46.4K 1.21% 24
2019
Q1 		$1.4M Buy
+20,120
New +$1.36M 1.22% 25

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Smart Money Group's ONEY Position: Q1 2020 in Review

Smart Money Group sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2020, closing a stake of 3,526 shares — an estimated $269K sold.

Smart Money Group first reported a position in ONEY in Q1 2019 and held it in 4 quarters. The position peaked at $1.47M in Q3 2019. 18 funds tracked by Wall St. Rank hold ONEY as of Q1 2020.

  • Smart Money Group reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2020 after selling out during the quarter.
  • Smart Money Group sold 3,526 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2020, an estimated $269K.
  • Smart Money Group first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2019 and held it in 4 quarters.
  • Smart Money Group's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $1.47M in Q3 2019.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2020.

Based on Smart Money Group's 13F filing for Q1 2020, filed 13 May 2020.