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

Bellwether 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 Q3	–	Sell	-1,280	Closed	-$165K	–	432
2025 Q2	$165K	Hold	1,280	–	–	0.03%	141
2025 Q1	$162K	Hold	1,280	–	–	0.03%	140
2024 Q4	$161K	Buy	+1,280	New	+$167K	0.03%	150
2023 Q2	–	Sell	-1,380	Closed	-$146K	–	326
2023 Q1	$146K	Hold	1,380	–	–	0.04%	139
2022 Q4	$142K	Hold	1,380	–	–	0.04%	138
2022 Q3	$126K	Buy	+1,380	New	+$140K	0.04%	117

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bellwether Advisors's ONEV Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q3 2025, closing a stake of 1,280 shares — an estimated $165K sold.

Bellwether Advisors first reported a position in ONEV in Q3 2022 and held it in 6 quarters. The position peaked at $165K in Q2 2025. 71 funds tracked by Wall St. Rank hold ONEV as of Q3 2025.

Bellwether Advisors reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,280 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q3 2025, an estimated $165K.
Bellwether Advisors first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2022 and held it in 6 quarters.
Bellwether Advisors's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $165K in Q2 2025.
71 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.