Advisornet Financial’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Advisornet Financial’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
2023 Q1	–	Sell	-404	Closed	-$41.6K	–	2471
2022 Q4	$41.6K	Sell	404 -55	-12%	-$5.58K	﹤0.01%	842
2022 Q3	$42K	Sell	459 -73	-14%	-$7.43K	﹤0.01%	900
2022 Q2	$52K	Hold	532	–	–	0.01%	856
2022 Q1	$58K	Sell	532 -2	-0.4%	-$216	﹤0.01%	920
2021 Q4	$61K	Sell	534 -45	-8%	-$4.92K	﹤0.01%	944
2021 Q3	$60K	Sell	579 -81	-12%	-$8.62K	﹤0.01%	947
2021 Q2	$69K	Sell	660 -31	-4%	-$3.22K	﹤0.01%	890
2021 Q1	$69K	Buy	691 +31	+5%	+$2.92K	﹤0.01%	856
2020 Q4	$59K	Buy	660 +13	+2%	+$1.1K	﹤0.01%	833
2020 Q3	$50K	Hold	647	–	–	﹤0.01%	849
2020 Q2	$48K	Hold	647	–	–	﹤0.01%	868
2020 Q1	$40K	Hold	647	–	–	﹤0.01%	872
2019 Q4	$56K	Buy	647 +16	+3%	+$1.34K	﹤0.01%	858
2019 Q3	$51K	Buy	631 +13	+2%	+$1.04K	﹤0.01%	903
2019 Q2	$50K	Buy	618 +568	+1,136%	+$44.4K	0.01%	805
2019 Q1	$4K	Buy	+50	New	+$3.68K	﹤0.01%	1353

Other funds holding ONEV

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisornet Financial's ONEV Position: Q1 2023 in Review

Advisornet Financial sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q1 2023, closing a stake of 404 shares — an estimated $41.6K sold.

Advisornet Financial first reported a position in ONEV in Q1 2019 and held it in 16 quarters. The position peaked at $69K in Q2 2021. 56 funds tracked by Wall St. Rank hold ONEV as of Q1 2023.

Advisornet Financial reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 404 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2023, an estimated $41.6K.
Advisornet Financial first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q1 2019 and held it in 16 quarters.
Advisornet Financial's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $69K in Q2 2021.
56 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.