Householder Group Estate & Retirement Specialist’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$41K	Buy	327 +2	+0.6%	+$260	0.03%	226
2024 Q3	$42K	Buy	325 +2	+0.6%	+$249	0.01%	513
2024 Q2	$38K	Buy	323 +1	+0.3%	+$119	0.01%	529
2024 Q1	$40K	Buy	322 +1	+0.3%	+$117	0.01%	518
2023 Q4	$36K	Buy	321 +2	+0.6%	+$214	0.01%	528
2023 Q3	$33.5K	Buy	+319	New	+$34.7K	0.01%	531
2023 Q1	$33K	Buy	+317	New	+$33.6K	0.01%	525
2022 Q4	–	Sell	-305	Closed	-$28K	–	854
2022 Q3	$28K	Buy	+305	New	+$31K	0.01%	508

Other funds holding ONEV

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ONEV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 0.62% in Q4 2024, buying an estimated $260 and bringing the position to 327 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #226.

Householder Group Estate & Retirement Specialist first reported a position in ONEV in Q3 2022 and has held it in 8 quarters since. The position peaked at $42K in Q3 2024. 79 funds tracked by Wall St. Rank hold ONEV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 327 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $41K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 2 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q4 2024, an estimated $260.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #226 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $42K in Q3 2024.
79 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.