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

Perfromance Wealth Partners’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
2022
Q4 		– Sell
-2,622
Closed -$241K – 173
2022
Q3 		$241K Buy
+2,622
New +$267K 0.01% 139

Other funds holding ONEV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $331M AUM 15.75% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Perfromance Wealth Partners's ONEV Position: Q4 2022 in Review

Perfromance Wealth Partners sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q4 2022, closing a stake of 2,622 shares — an estimated $241K sold.

Perfromance Wealth Partners first reported a position in ONEV in Q3 2022 and held it in 1 quarter. The position peaked at $241K in Q3 2022. 64 funds tracked by Wall St. Rank hold ONEV as of Q4 2022.

  • Perfromance Wealth Partners reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q4 2022 after selling out during the quarter.
  • Perfromance Wealth Partners sold 2,622 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q4 2022, an estimated $241K.
  • Perfromance Wealth Partners first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2022 and held it in 1 quarter.
  • Perfromance Wealth Partners's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $241K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q4 2022.

Based on Perfromance Wealth Partners's 13F filing for Q4 2022, filed 19 Jan 2023.