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Calton & Associates’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Calton & Associates’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
Q1 		$800K Sell
5,962
-471
-7% -$65K 0.12% 171
2025
Q4 		$857K Sell
6,433
-670
-9% -$89K 0.13% 159
2025
Q3 		$946K Hold
7,103
– – 0.14% 132
2025
Q2 		$917K Buy
+7,103
New +$890K 0.16% 120

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
Coral Wealth Management Miami, Florida $89.4M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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

Calton & Associates's ONEV Position: Q1 2026 in Review

Calton & Associates reduced its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 7.3% in Q1 2026, selling an estimated $65K and leaving 5,962 shares worth $800K. The position accounts for 0.12% of the portfolio, ranked #171.

Calton & Associates first reported a position in ONEV in Q2 2025 and has held it in 4 quarters since. The position peaked at $946K in Q3 2025. 85 funds tracked by Wall St. Rank hold ONEV as of Q1 2026.

  • Calton & Associates held 5,962 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $800K as of Q1 2026.
  • Calton & Associates sold 471 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2026, an estimated $65K.
  • State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.12% of Calton & Associates's portfolio in Q1 2026, its #171 holding.
  • Calton & Associates first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q2 2025 and has held it in 4 quarters since.
  • Calton & Associates's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $946K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.