Diversify Advisory Services’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Diversify Advisory 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 Q3	$547K	Sell	3,746 -546	-13%	-$80.3K	0.01%	882
2026 Q2	$636K	Buy	+4,292	New	+$600K	0.01%	793
2026 Q1	–	Sell	-4,095	Closed	-$569K	–	650
2025 Q4	$569K	Buy	+4,095	New	+$544K	0.02%	566

Other funds holding ONEV

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

2WWM

21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Diversify Advisory Services's ONEV Position: Q3 2026 in Review

Diversify Advisory Services reduced its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 13% in Q3 2026, selling an estimated $80.3K and leaving 3,746 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #882.

Diversify Advisory Services first reported a position in ONEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $636K in Q2 2026. 18 funds tracked by Wall St. Rank hold ONEV as of Q3 2026.

Diversify Advisory Services held 3,746 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $547K as of Q3 2026.
Diversify Advisory Services sold 546 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q3 2026, an estimated $80.3K.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #882 holding.
Diversify Advisory Services first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Advisory Services's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $636K in Q2 2026.
18 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.