ONEY icon

SPDR Russell 1000 Yield Focus ETF

111 hedge funds and large institutions have $727M invested in SPDR Russell 1000 Yield Focus ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$266M
Ameriprise
2
Ameriprise
Minnesota
$137M
KIM
3
Kestra Investment Management
Texas
$73.3M
LPL Financial
4
LPL Financial
California
$66.7M
Creative Planning
5
Creative Planning
Kansas
$27.2M
Raymond James Financial
6
Raymond James Financial
Florida
$20.7M
Mariner
7
Mariner
Kansas
$20.4M
LGA
8
Lebenthal Global Advisors
New York
$12.3M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.13M
HIW
10
Holos Integrated Wealth
Pennsylvania
$6.38M
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$6.28M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.26M
SPIA
13
Steward Partners Investment Advisory
New York
$5.74M
PAG
14
Private Advisor Group
New Jersey
$4.82M
FWM
15
FMA Wealth Management
Massachusetts
$4.07M
PCA
16
Pallas Capital Advisors
Massachusetts
$4.04M
KWM
17
Kingsview Wealth Management
Oregon
$4M
FIC
18
Family Investment Center
Missouri
$3.97M
EH
19
Equitable Holdings
New York
$3.46M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.66M
CWM
21
Collaborative Wealth Management
Florida
$2.61M
Bank of America
22
Bank of America
North Carolina
$2.61M
Goldman Sachs
23
Goldman Sachs
New York
$1.94M
LIM
24
Leavell Investment Management
Alabama
$1.86M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.84M