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Tyler-Stone Wealth Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-256
Closed -$26.6K – 744
2024
Q2 		$26.6K Buy
256
+96
+60% +$10.1K 0.01% 472
2024
Q1 		$17.4K Sell
160
-241
-60% -$24.4K 0.01% 548
2023
Q4 		$40.4K Buy
401
+241
+151% +$22.4K 0.02% 392
2023
Q3 		$15K Buy
+160
New +$15.4K 0.01% 531

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tyler-Stone Wealth Management's ONEY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q3 2024, closing a stake of 256 shares — an estimated $26.6K sold.

Tyler-Stone Wealth Management first reported a position in ONEY in Q3 2023 and held it in 4 quarters. The position peaked at $40.4K in Q4 2023. 101 funds tracked by Wall St. Rank hold ONEY as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 256 State Street SPDR Russell 1000 Yield Focus ETF shares in Q3 2024, an estimated $26.6K.
  • Tyler-Stone Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $40.4K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.