WMR
ONEY icon

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

Wealth Management Resources’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
Q2 		– Sell
-3,367
Closed -$318K – 45
2023
Q1 		$318K Buy
3,367
+14
+0.4% +$1.35K 0.2% 39
2022
Q4 		$314K Buy
3,353
+14
+0.4% +$1.3K 0.2% 40
2022
Q3 		$278K Buy
3,339
+15
+0.5% +$1.4K 0.18% 38
2022
Q2 		$296K Buy
3,324
+28
+0.8% +$2.73K 0.18% 37
2022
Q1 		$334K Buy
+3,296
New +$328K 0.23% 38

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Management Resources's ONEY Position: Q2 2023 in Review

Wealth Management Resources sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2023, closing a stake of 3,367 shares — an estimated $318K sold.

Wealth Management Resources first reported a position in ONEY in Q1 2022 and held it in 5 quarters. The position peaked at $334K in Q1 2022. 87 funds tracked by Wall St. Rank hold ONEY as of Q2 2023.

  • Wealth Management Resources reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Management Resources sold 3,367 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2023, an estimated $318K.
  • Wealth Management Resources first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2022 and held it in 5 quarters.
  • Wealth Management Resources's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $334K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2023.

Based on Wealth Management Resources's 13F filing for Q2 2023, filed 12 Jul 2023.