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World Equity Group’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

World Equity Group’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
2024
Q1 		– Sell
-2,005
Closed -$229K – 348
2023
Q4 		$229K Hold
2,005
– – 0.05% 295
2023
Q3 		$210K Buy
+2,005
New +$218K 0.04% 316

Other funds holding ONEV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
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
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 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
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

World Equity Group's ONEV Position: Q1 2024 in Review

World Equity Group sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q1 2024, closing a stake of 2,005 shares — an estimated $229K sold.

World Equity Group first reported a position in ONEV in Q3 2023 and held it in 2 quarters. The position peaked at $229K in Q4 2023. 70 funds tracked by Wall St. Rank hold ONEV as of Q1 2024.

  • World Equity Group reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 2,005 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q1 2024, an estimated $229K.
  • World Equity Group first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2023 and held it in 2 quarters.
  • World Equity Group's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $229K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.