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

AE 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
2019
Q4 		– Sell
-13,352
Closed -$1.09M – 1165
2019
Q3 		$1.09M Buy
+13,352
New +$1.07M 0.03% 425

Other funds holding ONEV

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AE Wealth Management's ONEV Position: Q4 2019 in Review

AE Wealth Management sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q4 2019, closing a stake of 13,352 shares — an estimated $1.09M sold.

AE Wealth Management first reported a position in ONEV in Q3 2019 and held it in 1 quarter. The position peaked at $1.09M in Q3 2019. 31 funds tracked by Wall St. Rank hold ONEV as of Q4 2019.

  • AE Wealth Management reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q4 2019 after selling out during the quarter.
  • AE Wealth Management sold 13,352 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q4 2019, an estimated $1.09M.
  • AE Wealth Management first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2019 and held it in 1 quarter.
  • AE Wealth Management's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $1.09M in Q3 2019.
  • 31 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.