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

Annapolis Financial Services’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
Q4 		– Sell
-33
Closed -$3.46K – 487
2023
Q3 		$3.46K Hold
33
– – ﹤0.01% 412
2023
Q2 		$3.58K Buy
+33
New +$3.46K ﹤0.01% 411

Other funds holding ONEV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Annapolis Financial Services's ONEV Position: Q4 2023 in Review

Annapolis Financial Services sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q4 2023, closing a stake of 33 shares — an estimated $3.46K sold.

Annapolis Financial Services first reported a position in ONEV in Q2 2023 and held it in 2 quarters. The position peaked at $3.58K in Q2 2023. 70 funds tracked by Wall St. Rank hold ONEV as of Q4 2023.

  • Annapolis Financial Services reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 33 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q4 2023, an estimated $3.46K.
  • Annapolis Financial Services first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q2 2023 and held it in 2 quarters.
  • Annapolis Financial Services's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $3.58K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.