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

V Wealth 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
2023
Q3 		– Sell
-2,458
Closed -$234K – 282
2023
Q2 		$234K Buy
+2,458
New +$228K 0.04% 335

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
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

V Wealth Advisors's ONEY Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q3 2023, closing a stake of 2,458 shares — an estimated $234K sold.

V Wealth Advisors first reported a position in ONEY in Q2 2023 and held it in 1 quarter. The position peaked at $234K in Q2 2023. 86 funds tracked by Wall St. Rank hold ONEY as of Q3 2023.

  • V Wealth Advisors reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,458 State Street SPDR Russell 1000 Yield Focus ETF shares in Q3 2023, an estimated $234K.
  • V Wealth Advisors first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2023 and held it in 1 quarter.
  • V Wealth Advisors's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $234K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.