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

Congress Wealth Management’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
Q2 		$16.6M Buy
+128,763
New +$16.1M 0.16% 156

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
ICMM
Integrated Capital Management (Michigan) Bloomfield, Michigan $278M AUM 34.94% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 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 $8.25B AUM 24.8% 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

Congress Wealth Management's ONEV Position: Q2 2025 in Review

Congress Wealth Management opened a new position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q2 2025: 128,763 shares worth $16.6M. The stake represents 0.16% of the portfolio and ranks #156 among its holdings.

83 funds tracked by Wall St. Rank hold ONEV as of Q2 2025.

  • Congress Wealth Management held 128,763 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $16.6M as of Q2 2025.
  • State Street SPDR Russell 1000 Low Volatility Focus ETF was a new Congress Wealth Management position in Q2 2025.
  • State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.16% of Congress Wealth Management's portfolio in Q2 2025, its #156 holding.
  • 83 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.