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

Root Financial 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
2026
Q2 		– Sell
-142
Closed -$19.1K – 2299
2026
Q1 		$19.1K Buy
+142
New +$19.6K ﹤0.01% 1343

Other funds holding ONEV

BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Root Financial Partners's ONEV Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q2 2026, closing a stake of 142 shares — an estimated $19.1K sold.

Root Financial Partners first reported a position in ONEV in Q1 2026 and held it in 1 quarter. The position peaked at $19.1K in Q1 2026. 26 funds tracked by Wall St. Rank hold ONEV as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 142 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2026, an estimated $19.1K.
  • Root Financial Partners first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $19.1K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.