21 West Wealth Management’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

21 West Wealth Management’s Portfolio ONEV Stock Details ONEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Sell	11,302 -21	-0.2%	-$2.94K	1.38%	27
2026 Q1	$1.52M	Sell	11,323 -69	-0.6%	-$9.53K	1.41%	26
2025 Q4	$1.52M	Buy	11,392 +168	+1%	+$22.3K	1.39%	27
2025 Q3	$1.49M	Buy	11,224 +369	+3%	+$48.6K	1.42%	27
2025 Q2	$1.4M	Buy	+10,855	New	+$1.36M	1.41%	29

Other funds holding ONEV

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

21 West Wealth Management's ONEV Position: Q2 2026 in Review

21 West Wealth Management reduced its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 0.19% in Q2 2026, selling an estimated $2.94K and leaving 11,302 shares worth $1.62M. The position accounts for 1.38% of the portfolio, ranked #27.

21 West Wealth Management first reported a position in ONEV in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold ONEV as of Q2 2026.

21 West Wealth Management held 11,302 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $1.62M as of Q2 2026.
21 West Wealth Management sold 21 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2026, an estimated $2.94K.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up 1.38% of 21 West Wealth Management's portfolio in Q2 2026, its #27 holding.
21 West Wealth Management first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q2 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.