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

Avantax Advisory 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
2025 Q2	$12.1M	Sell	93,366 -15,127	-14%	-$1.89M	0.07%	229
2025 Q1	$13.8M	Buy	108,493 +1,656	+2%	+$211K	0.08%	189
2024 Q4	$13.4M	Buy	106,837 +3,482	+3%	+$453K	0.08%	177
2024 Q3	$13.4M	Buy	103,355 +8,507	+9%	+$1.06M	0.09%	173
2024 Q2	$11.2M	Buy	94,848 +9,072	+11%	+$1.08M	0.08%	184
2024 Q1	$10.7M	Buy	85,776 +23,546	+38%	+$2.75M	0.09%	164
2023 Q4	$7.12M	Buy	62,230 +11,173	+22%	+$1.2M	0.07%	215
2023 Q3	$5.35M	Buy	51,057 +9,206	+22%	+$1M	0.06%	243
2023 Q2	$4.54M	Buy	41,851 +11,105	+36%	+$1.16M	0.05%	274
2023 Q1	$3.25M	Buy	30,746 +27,405	+820%	+$2.91M	0.04%	330
2022 Q4	$344K	Buy	3,341 +979	+41%	+$99.3K	﹤0.01%	1032
2022 Q3	$217K	Buy	+2,362	New	+$240K	﹤0.01%	1169

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 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

ICMM

Integrated Capital Management (Michigan) Bloomfield, Michigan $237M AUM 23.03% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Avantax Advisory Services's ONEV Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 14% in Q2 2025, selling an estimated $1.89M and leaving 93,366 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #229.

Avantax Advisory Services first reported a position in ONEV in Q3 2022 and has held it in 12 quarters since. The position peaked at $13.8M in Q1 2025. 83 funds tracked by Wall St. Rank hold ONEV as of Q2 2025.

Avantax Advisory Services held 93,366 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $12.1M as of Q2 2025.
Avantax Advisory Services sold 15,127 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2025, an estimated $1.89M.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #229 holding.
Avantax Advisory Services first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2022 and has held it in 12 quarters since.
Avantax Advisory Services's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $13.8M in Q1 2025.
83 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.