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

Sovran 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
2025
Q1 		– Sell
-4,511
Closed -$495K – 473
2024
Q4 		$495K Buy
+4,511
New +$508K 0.07% 258

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sovran Advisors's ONEY Position: Q1 2025 in Review

Sovran Advisors sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2025, closing a stake of 4,511 shares — an estimated $495K sold.

Sovran Advisors first reported a position in ONEY in Q4 2024 and held it in 1 quarter. The position peaked at $495K in Q4 2024. 115 funds tracked by Wall St. Rank hold ONEY as of Q1 2025.

  • Sovran Advisors reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Sovran Advisors sold 4,511 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2025, an estimated $495K.
  • Sovran Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2024 and held it in 1 quarter.
  • Sovran Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $495K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2025.

Based on Sovran Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.