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

Arete Wealth Advisors’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
2025
Q1 		– Sell
-1,819
Closed -$228K – 781
2024
Q4 		$228K Sell
1,819
-194
-10% -$25.3K 0.02% 654
2024
Q3 		$260K Sell
2,013
-256
-11% -$31.8K 0.02% 562
2024
Q2 		$267K Buy
+2,269
New +$271K 0.02% 565
2024
Q1 		– Sell
-3,644
Closed -$417K – 624
2023
Q4 		$417K Buy
+3,644
New +$391K 0.03% 450
2023
Q3 		– Sell
-3,659
Closed -$397K – 642
2023
Q2 		$397K Sell
3,659
-59
-2% -$6.19K 0.04% 417
2023
Q1 		$393K Sell
3,718
-119
-3% -$12.6K 0.03% 404
2022
Q4 		$395M Sell
3,837
-13
-0.3% -$1.32K 0.03% 378
2022
Q3 		$354K Buy
3,850
+69
+2% +$7.02K 0.03% 365
2022
Q2 		$370K Buy
3,781
+960
+34% +$99.9K 0.04% 294
2022
Q1 		$309K Buy
2,821
+825
+41% +$89.1K 0.03% 373
2021
Q4 		$227K Buy
+1,996
New +$218K 0.02% 442

Other funds holding ONEV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
ICMM
Integrated Capital Management (Michigan) Bloomfield, Michigan $237M AUM 23.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Arete Wealth Advisors's ONEV Position: Q1 2025 in Review

Arete Wealth Advisors sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q1 2025, closing a stake of 1,819 shares — an estimated $228K sold.

Arete Wealth Advisors first reported a position in ONEV in Q4 2021 and held it in 11 quarters. The position peaked at $395M in Q4 2022. 72 funds tracked by Wall St. Rank hold ONEV as of Q1 2025.

  • Arete Wealth Advisors reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,819 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2025, an estimated $228K.
  • Arete Wealth Advisors first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2021 and held it in 11 quarters.
  • Arete Wealth Advisors's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $395M in Q4 2022.
  • 72 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.