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

SMART Wealth’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
Q1 		$490K Buy
3,650
+16
+0.4% +$2.21K 0.14% 133
2025
Q4 		$484K Buy
+3,634
New +$483K 0.15% 114

Other funds holding ONEV

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
CWM
Coral Wealth Management Miami, Florida $89.4M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

SMART Wealth's ONEV Position: Q1 2026 in Review

SMART Wealth increased its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 0.44% in Q1 2026, buying an estimated $2.21K and bringing the position to 3,650 shares worth $490K. The position accounts for 0.14% of the portfolio, ranked #133.

SMART Wealth first reported a position in ONEV in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold ONEV as of Q1 2026.

  • SMART Wealth held 3,650 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $490K as of Q1 2026.
  • SMART Wealth bought 16 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2026, an estimated $2.21K.
  • State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.14% of SMART Wealth's portfolio in Q1 2026, its #133 holding.
  • SMART Wealth first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.