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

Atria Wealth Solutions’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
Q2 		$369K Sell
2,809
-977
-26% -$122K 0.01% 1064
2025
Q1 		$480K Buy
3,786
+38
+1% +$4.85K 0.01% 1218
2024
Q4 		$470K Sell
3,748
-3
-0.1% -$391 0.01% 1306
2024
Q3 		$487K Sell
3,751
-73
-2% -$9.07K 0.01% 1260
2024
Q2 		$452K Buy
3,824
+16
+0.4% +$1.91K 0.01% 1290
2024
Q1 		$473K Buy
3,808
+27
+0.7% +$3.16K 0.01% 1295
2023
Q4 		$433K Buy
3,781
+267
+8% +$28.6K 0.01% 1292
2023
Q3 		$369K Sell
3,514
-244
-6% -$26.6K 0.01% 1289
2023
Q2 		$408K Sell
3,758
-11
-0.3% -$1.15K 0.01% 1256
2023
Q1 		$398K Hold
3,769
– – 0.01% 1268
2022
Q4 		$388K Sell
3,769
-118
-3% -$12K 0.01% 1215
2022
Q3 		$357K Buy
+3,887
New +$396K 0.01% 1196
2022
Q2 		– Sell
-3,364
Closed -$369K – 1823
2022
Q1 		$369K Buy
+3,364
New +$363K 0.01% 1218

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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
ICMM
Integrated Capital Management (Michigan) Bloomfield, Michigan $237M AUM 23.03% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 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

Atria Wealth Solutions's ONEV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 26% in Q2 2025, selling an estimated $122K and leaving 2,809 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1064.

Atria Wealth Solutions first reported a position in ONEV in Q1 2022 and has held it in 13 quarters since. The position peaked at $487K in Q3 2024. 83 funds tracked by Wall St. Rank hold ONEV as of Q2 2025.

  • Atria Wealth Solutions held 2,809 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $369K as of Q2 2025.
  • Atria Wealth Solutions sold 977 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2025, an estimated $122K.
  • State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1064 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $487K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.