WFA Asset Management’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

WFA Asset Management’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
2025 Q3	$442K	Buy	3,408 +15	+0.4%	+$1.98K	0.24%	34
2025 Q2	$401K	Sell	3,393 -726	-18%	-$90.9K	0.23%	35
2025 Q1	$511K	Buy	4,119 +741	+22%	+$94.6K	0.27%	34
2024 Q4	$424K	Sell	3,378 -30	-0.9%	-$3.9K	0.23%	35
2024 Q3	$442K	Buy	3,408 +15	+0.4%	+$1.86K	0.24%	34
2024 Q2	$401K	Sell	3,393 -726	-18%	-$86.7K	0.23%	35
2024 Q1	$511K	Buy	4,119 +222	+6%	+$26K	0.27%	34
2023 Q4	$446K	Buy	3,897 +655	+20%	+$70.2K	0.24%	30
2023 Q3	$340K	Buy	3,242 +1,209	+59%	+$132K	0.2%	39
2023 Q2	$221K	Buy	2,033 +1,070	+111%	+$112K	0.13%	47
2023 Q1	$102K	Buy	963 +792	+463%	+$84K	0.06%	73
2022 Q4	$17.6K	Buy	+171	New	+$17.3K	0.01%	132

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 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

WFA Asset Management's ONEV Position: Q3 2025 in Review

WFA Asset Management increased its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 0.44% in Q3 2025, buying an estimated $1.98K and bringing the position to 3,408 shares worth $442K. The position accounts for 0.24% of the portfolio, ranked #34.

WFA Asset Management first reported a position in ONEV in Q4 2022 and has held it in 12 quarters since. The position peaked at $511K in Q1 2025. 71 funds tracked by Wall St. Rank hold ONEV as of Q3 2025.

WFA Asset Management held 3,408 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $442K as of Q3 2025.
WFA Asset Management bought 15 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q3 2025, an estimated $1.98K.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up 0.24% of WFA Asset Management's portfolio in Q3 2025, its #34 holding.
WFA Asset Management first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2022 and has held it in 12 quarters since.
WFA Asset Management's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $511K in Q1 2025.
71 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.