Steward Partners Investment Advisory’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Buy |
53,032
+2,273
| +4% | +$246K | 0.04% | 386 |
|
|
2025
Q1 | $5.54M | Buy |
50,759
+35,381
| +230% | +$3.86M | 0.05% | 367 |
|
|
2024
Q4 | $1.67M | Buy |
+15,378
| New | +$1.67M | 0.01% | 695 |
|
|
2024
Q1 | – | Sell |
-311
| Closed | -$31.3K | – | 3641 |
|
|
2023
Q4 | $31.3K | Buy |
+311
| New | +$31.3K | ﹤0.01% | 2176 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$281 | – | 3390 |
|
|
2022
Q4 | $281 | Buy |
+3
| New | +$281 | ﹤0.01% | 3237 |
|