Wolf Group Capital Advisors’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Wolf Group Capital 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
2025 Q1	$8.12M	Buy	+64,046	New	+$8.18M	2.73%	7
2024 Q3	–	Sell	-64,409	Closed	-$7.61M	–	128
2024 Q2	$7.61M	Buy	+64,409	New	+$7.69M	3%	6
2023 Q4	–	Sell	-62,572	Closed	-$6.56M	–	107
2023 Q3	$6.56M	Buy	+62,572	New	+$6.81M	3.1%	6

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

AAS

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

ICMM

Integrated Capital Management (Michigan) Bloomfield, Michigan $237M AUM 23.03% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

Wolf Group Capital Advisors's ONEV Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q1 2025: 64,046 shares worth $8.12M. The stake represents 2.73% of the portfolio and ranks #7 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in ONEV as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in ONEV in Q3 2023 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold ONEV as of Q1 2025.

Wolf Group Capital Advisors held 64,046 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $8.12M as of Q1 2025.
State Street SPDR Russell 1000 Low Volatility Focus ETF was a new Wolf Group Capital Advisors position in Q1 2025.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up 2.73% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #7 holding.
Wolf Group Capital Advisors first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2023 and has held it in 3 quarters since.
72 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.