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

WealthPLAN 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
2023 Q3	–	Sell	-1,000	Closed	-$109K	–	872
2023 Q2	$109K	Hold	1,000	–	–	0.02%	387
2023 Q1	$106K	Buy	+1,000	New	+$106K	0.01%	414
2021 Q1	–	Sell	-4,247	Closed	-$390K	–	344
2020 Q4	$390K	Hold	4,247	–	–	0.03%	241
2020 Q3	$359K	Hold	4,247	–	–	0.04%	230
2020 Q2	$339K	Sell	4,247 -719	-14%	-$50.3K	0.04%	222
2020 Q1	$328K	Buy	+4,966	New	+$392K	0.04%	189

Other funds holding ONEV

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthPLAN Partners's ONEV Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q3 2023, closing a stake of 1,000 shares — an estimated $109K sold.

WealthPLAN Partners first reported a position in ONEV in Q1 2020 and held it in 6 quarters. The position peaked at $390K in Q4 2020. 61 funds tracked by Wall St. Rank hold ONEV as of Q3 2023.

WealthPLAN Partners reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,000 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q3 2023, an estimated $109K.
WealthPLAN Partners first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q1 2020 and held it in 6 quarters.
WealthPLAN Partners's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $390K in Q4 2020.
61 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.