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

SOA Wealth Advisors’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 		$1.7M Buy
11,855
+1,550
+15% +$217K 0.29% 62
2026
Q1 		$1.38M Buy
10,305
+430
+4% +$59.4K 0.26% 66
2025
Q4 		$1.32M Buy
9,875
+1,579
+19% +$210K 0.22% 74
2025
Q3 		$1.1M Buy
8,296
+561
+7% +$73.9K 0.19% 79
2025
Q2 		$999K Sell
7,735
-466
-6% -$58.4K 0.19% 79
2025
Q1 		$1.04M Buy
8,201
+368
+5% +$47K 0.22% 70
2024
Q4 		$983K Buy
7,833
+895
+13% +$117K 0.18% 73
2024
Q3 		$900K Sell
6,938
-44
-0.6% -$5.47K 0.17% 76
2024
Q2 		$825K Sell
6,982
-1,186
-15% -$142K 0.17% 79
2024
Q1 		$1.01M Buy
8,168
+481
+6% +$56.3K 0.21% 68
2023
Q4 		$880K Buy
7,687
+2,862
+59% +$307K 0.2% 69
2023
Q3 		$506K Buy
4,825
+177
+4% +$19.3K 0.13% 92
2023
Q2 		$505K Buy
4,648
+1,932
+71% +$203K 0.12% 97
2023
Q1 		$287K Buy
2,716
+1,210
+80% +$128K 0.07% 128
2022
Q4 		$155K Buy
+1,506
New +$153K 0.04% 174

Other funds holding ONEV

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
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SOA Wealth Advisors's ONEV Position: Q2 2026 in Review

SOA Wealth Advisors increased its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 15% in Q2 2026, buying an estimated $217K and bringing the position to 11,855 shares worth $1.7M. The position accounts for 0.29% of the portfolio, ranked #62.

SOA Wealth Advisors first reported a position in ONEV in Q4 2022 and has held it in 15 quarters since. 13 funds tracked by Wall St. Rank hold ONEV as of Q2 2026.

  • SOA Wealth Advisors held 11,855 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $1.7M as of Q2 2026.
  • SOA Wealth Advisors bought 1,550 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2026, an estimated $217K.
  • State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.29% of SOA Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • SOA Wealth Advisors first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2022 and has held it in 15 quarters since.
  • 13 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.