Aspiriant LLC
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Aspiriant LLC’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Aspiriant LLC’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
Q3 		– Sell
-1,399
Closed -$200K – 450
2026
Q2 		$200K Buy
+1,399
New +$196K ﹤0.01% 389
2025
Q1 		– Sell
-3,260
Closed -$409K – 297
2024
Q4 		$409K Buy
+3,260
New +$424K 0.01% 208

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Berkeley Inc
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Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
21 West Wealth Management
21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
15 Wealth Advisors
15 Wealth Advisors Mundelein, Illinois $399M AUM

Aspiriant LLC's ONEV Position: Q3 2026 in Review

Aspiriant LLC sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q3 2026, closing a stake of 1,399 shares — an estimated $200K sold.

Aspiriant LLC first reported a position in ONEV in Q4 2024 and held it in 2 quarters. The position peaked at $409K in Q4 2024. 36 funds tracked by Wall St. Rank hold ONEV as of Q3 2026.

  • Aspiriant LLC reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q3 2026 after selling out during the quarter.
  • Aspiriant LLC sold 1,399 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q3 2026, an estimated $200K.
  • Aspiriant LLC first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2024 and held it in 2 quarters.
  • Aspiriant LLC's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $409K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.