Financial Freedom LLC’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Financial Freedom LLC’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	$1.01M	Sell	7,525 -1,167	-13%	-$161K	0.5%	45
2025 Q4	$1.16M	Sell	8,692 -19	-0.2%	-$2.52K	0.57%	41
2025 Q3	$1.16M	Buy	8,711 +19	+0.2%	+$2.5K	0.58%	41
2025 Q2	$1.12M	Sell	8,692 -362	-4%	-$45.3K	0.6%	38
2025 Q1	$1.15M	Sell	9,054 -2,302	-20%	-$294K	0.66%	33
2024 Q4	$1.42M	Sell	11,356 -120	-1%	-$15.6K	0.75%	33
2024 Q3	$1.49M	Buy	11,476 +28	+0.2%	+$3.48K	0.79%	30
2024 Q2	$1.35M	Buy	11,448 +28	+0.2%	+$3.34K	0.77%	31
2024 Q1	$1.42M	Sell	11,420 -32	-0.3%	-$3.74K	0.84%	30
2023 Q4	$1.31M	Buy	11,452 +485	+4%	+$52K	0.83%	29
2023 Q3	$1.15M	Buy	10,967 +1,369	+14%	+$149K	0.82%	28
2023 Q2	$1.04M	Buy	9,598 +902	+10%	+$94.6K	0.73%	28
2023 Q1	$918K	Buy	8,696 +3,008	+53%	+$319K	0.67%	29
2022 Q4	$586K	Buy	+5,688	New	+$577K	0.39%	38

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Coral Wealth Management Miami, Florida $89.4M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Financial Freedom LLC's ONEV Position: Q1 2026 in Review

Financial Freedom LLC reduced its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 13% in Q1 2026, selling an estimated $161K and leaving 7,525 shares worth $1.01M. The position accounts for 0.5% of the portfolio, ranked #45.

Financial Freedom LLC first reported a position in ONEV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.49M in Q3 2024. 85 funds tracked by Wall St. Rank hold ONEV as of Q1 2026.

Financial Freedom LLC held 7,525 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $1.01M as of Q1 2026.
Financial Freedom LLC sold 1,167 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2026, an estimated $161K.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.5% of Financial Freedom LLC's portfolio in Q1 2026, its #45 holding.
Financial Freedom LLC first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $1.49M in Q3 2024.
85 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.