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

Clearstead 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
2026 Q2	$131K	Buy	916 +5	+0.5%	+$699	﹤0.01%	1210
2026 Q1	$122K	Buy	911 +4	+0.4%	+$552	﹤0.01%	1097
2025 Q4	$121K	Buy	907 +5	+0.6%	+$664	﹤0.01%	1070
2025 Q3	$120K	Buy	902 +4	+0.4%	+$527	﹤0.01%	1002
2025 Q2	$116K	Buy	898 +4	+0.4%	+$501	﹤0.01%	1023
2025 Q1	$113K	Buy	894 +3	+0.3%	+$383	﹤0.01%	965
2024 Q4	$112K	Buy	891 +6	+0.7%	+$781	﹤0.01%	996
2024 Q3	$115K	Buy	885 +4	+0.5%	+$497	﹤0.01%	998
2024 Q2	$104K	Buy	+881	New	+$105K	﹤0.01%	987

Other funds holding ONEV

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearstead Advisors's ONEV Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 0.55% in Q2 2026, buying an estimated $699 and bringing the position to 916 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Clearstead Advisors first reported a position in ONEV in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold ONEV as of Q2 2026.

Clearstead Advisors held 916 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $131K as of Q2 2026.
Clearstead Advisors bought 5 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2026, an estimated $699.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1210 holding.
Clearstead Advisors first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q2 2024 and has held it in 9 quarters since.
85 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.