Steward Partners Investment Advisory, LLC Spdr Ser Tr Russell 1000 Core Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 56,965 shares of ONEY stock, worth $6.38 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

56,965

Previous 53,032 7.42%

Holding current value

$6.38 Million

Previous $5.74 Million 12.28%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$108.77 - $115.6 $427,792 - $454,654	3,933 Added 7.42%	56,965 $6.45 Million
Q2 2025 Aug 12, 2025	BUY	$95.52 - $109.98 $217,116 - $249,984	2,273 Added 4.48%	53,032 $5.74 Million
Q1 2025 May 13, 2025	BUY	$106.44 - $113.12 $3.77 Million - $4 Million	35,381 Added 230.08%	50,759 $5.54 Million
Q4 2024 Feb 06, 2025	BUY	$108.28 - $117.54 $1.67 Million - $1.81 Million	15,378 New	15,378 $1.67 Million
Q4 2023 Feb 12, 2024	BUY	$86.22 - $101.67 $26,814 - $31,619	311 New	311 $31,000

Q4 2022 Feb 15, 2023	BUY	$84.92 - $99.03 $254 - $297	3 New	3 $0

Others Institutions Holding ONEY

# of Institutions

113

Shares Held

6.69M

Call Options Held

Put Options Held

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About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
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Steward Partners Investment Advisory, LLC Spdr Ser Tr Russell 1000 Core Transaction History