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Stratos Wealth Partners’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Stratos Wealth Partners’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
-2,680
Closed -$292K – 1475
2024
Q4 		$292K Sell
2,680
-8
-0.3% -$902 ﹤0.01% 1154
2024
Q3 		$302K Buy
+2,688
New +$291K ﹤0.01% 1146

Other funds holding ONEY

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stratos Wealth Partners's ONEY Position: Q1 2025 in Review

Stratos Wealth Partners sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2025, closing a stake of 2,680 shares — an estimated $292K sold.

Stratos Wealth Partners first reported a position in ONEY in Q3 2024 and held it in 2 quarters. The position peaked at $302K in Q3 2024. 114 funds tracked by Wall St. Rank hold ONEY as of Q1 2025.

  • Stratos Wealth Partners reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,680 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2025, an estimated $292K.
  • Stratos Wealth Partners first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q3 2024 and held it in 2 quarters.
  • Stratos Wealth Partners's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $302K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.