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

Sowell Financial Services’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
2021 Q2	–	Sell	-77	Closed	-$8K	–	2030
2021 Q1	$8K	Hold	77	–	–	﹤0.01%	2412
2020 Q4	$7K	Hold	77	–	–	﹤0.01%	2168
2020 Q3	$6K	Hold	77	–	–	﹤0.01%	1956
2020 Q2	$6K	Buy	77 +69	+863%	+$4.82K	﹤0.01%	1848
2020 Q1	$0	Hold	8	–	–	﹤0.01%	2616
2019 Q4	$1K	Buy	8 +7	+700%	+$586	﹤0.01%	2395
2019 Q3	$0	Buy	+1	New	+$80	﹤0.01%	2432

Other funds holding ONEV

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sowell Financial Services's ONEV Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q2 2021, closing a stake of 77 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in ONEV in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 24 funds tracked by Wall St. Rank hold ONEV as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 77 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2021, an estimated $8K.
Sowell Financial Services first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $8K in Q1 2021.
24 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.