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

Bogart Wealth 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
2025
Q1 		– Sell
-25
Closed -$3.16K – 1487
2024
Q4 		$3.16K Buy
+25
New +$3.25K ﹤0.01% 1004

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

Bogart Wealth LLC's ONEV Position: Q1 2025 in Review

Bogart Wealth LLC sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q1 2025, closing a stake of 25 shares — an estimated $3.16K sold.

Bogart Wealth LLC first reported a position in ONEV in Q4 2024 and held it in 1 quarter. The position peaked at $3.16K in Q4 2024. 72 funds tracked by Wall St. Rank hold ONEV as of Q1 2025.

  • Bogart Wealth LLC reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 25 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2025, an estimated $3.16K.
  • Bogart Wealth LLC first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $3.16K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.