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

Laurel Wealth Planning’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
2023
Q1 		– Sell
-58
Closed -$5.97K – 153
2022
Q4 		$5.97K Hold
58
– – ﹤0.01% 177
2022
Q3 		$5K Hold
58
– – ﹤0.01% 182
2022
Q2 		$6K Sell
58
-162
-74% -$16.9K ﹤0.01% 179
2022
Q1 		$24K Buy
+220
New +$23.8K 0.02% 152

Other funds holding ONEV

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laurel Wealth Planning's ONEV Position: Q1 2023 in Review

Laurel Wealth Planning sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q1 2023, closing a stake of 58 shares — an estimated $5.97K sold.

Laurel Wealth Planning first reported a position in ONEV in Q1 2022 and held it in 4 quarters. The position peaked at $24K in Q1 2022. 56 funds tracked by Wall St. Rank hold ONEV as of Q1 2023.

  • Laurel Wealth Planning reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 58 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2023, an estimated $5.97K.
  • Laurel Wealth Planning first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $24K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.