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CFG Wealth Management Services’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

CFG Wealth Management 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
2026
Q2 		– Sell
-85
Closed -$11.4K – 125
2026
Q1 		$11.4K Buy
85
+1
+1% +$138 0.01% 131
2025
Q4 		$11.2K Buy
+84
New +$11.2K 0.01% 137

Other funds holding ONEV

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $2.25B AUM 23.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $388M AUM 20.98% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFG Wealth Management Services's ONEV Position: Q2 2026 in Review

CFG Wealth Management Services sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q2 2026, closing a stake of 85 shares — an estimated $11.4K sold.

CFG Wealth Management Services first reported a position in ONEV in Q4 2025 and held it in 2 quarters. The position peaked at $11.4K in Q1 2026. 84 funds tracked by Wall St. Rank hold ONEV as of Q2 2026.

  • CFG Wealth Management Services reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 85 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2026, an estimated $11.4K.
  • CFG Wealth Management Services first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $11.4K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.