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Money Concepts Capital’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Money Concepts Capital’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
-293
Closed -$30.2K – 2105
2022
Q4 		$30.2K Buy
+293
New +$29.7K ﹤0.01% 1470

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

Money Concepts Capital's ONEV Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q1 2023, closing a stake of 293 shares — an estimated $30.2K sold.

Money Concepts Capital first reported a position in ONEV in Q4 2022 and held it in 1 quarter. The position peaked at $30.2K in Q4 2022. 56 funds tracked by Wall St. Rank hold ONEV as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 293 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2023, an estimated $30.2K.
  • Money Concepts Capital first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $30.2K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.