Ladenburg Thalmann Financial Services’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$2.14M	Buy	26,187 +15,038	+135%	+$1.26M	0.01%	843
2019 Q3	$910K	Sell	11,149 -8,637	-44%	-$694K	0.01%	1316
2019 Q2	$1.59M	Buy	19,786 +14,397	+267%	+$1.13M	0.01%	917
2019 Q1	$411K	Buy	5,389 +1,940	+56%	+$143K	﹤0.01%	1841
2018 Q4	$233K	Buy	3,449 +10	+0.3%	+$721	﹤0.01%	2125
2018 Q3	$264K	Buy	3,439 +511	+17%	+$38.8K	﹤0.01%	2087
2018 Q2	$210K	Hold	2,928	–	–	﹤0.01%	2197
2018 Q1	$210K	Buy	2,928 +1,189	+68%	+$86.8K	﹤0.01%	2197
2017 Q4	$127K	Buy	+1,739	New	+$128K	﹤0.01%	2543

Other funds holding ONEV

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ONEV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 135% in Q4 2019, buying an estimated $1.26M and bringing the position to 26,187 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #843.

Ladenburg Thalmann Financial Services first reported a position in ONEV in Q4 2017 and has held it in 9 quarters since. 31 funds tracked by Wall St. Rank hold ONEV as of Q4 2019.

Ladenburg Thalmann Financial Services held 26,187 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $2.14M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 15,038 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q4 2019, an estimated $1.26M.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #843 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2017 and has held it in 9 quarters since.
31 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.