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SPDR Russell 1000 Yield Focus ETF
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Overview Fund Activity

96 hedge funds and large institutions have $597M invested in SPDR Russell 1000 Yield Focus ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
35
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$12.1M
2
AT
2
Arden Trust
Delaware
$13.5M
3
LPL Financial
3
LPL Financial
California
$60.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.1M
5
Creative Planning
5
Creative Planning
Kansas
$23.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$46.1M
2
SL
2
Systelligence LLC
Minnesota
$0
3
CA
3
Crumly & Associates
Illinois
$2.14M
4
KAS
4
Kestra Advisory Services
Texas
$400K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$1.2M +$95.5K +948 +9%
KWM
27
Kingsview Wealth Management
Oregon
$1.16M +$339K +3,366 +41%
Osaic Holdings
28
Osaic Holdings
Arizona
$994K -$469K -4,658 -32%
HWM
29
Horizon Wealth Management
Illinois
$982K +$18.8K +187 +2%
GRP
30
Global Retirement Partners
California
$909K -$11.1K -113 -1%
AAS
31
Avantax Advisory Services
Texas
$815K +$10.3K +102 +1%
CAAS
32
Capital Asset Advisory Services
Michigan
$802K +$40.5K +402 +5%
AWM
33
Axxcess Wealth Management
California
$802K +$52.2K +518 +7%
FAIM
34
Financial Advocates Investment Management
Washington
$769K +$111K +1,100 +17%
FWM
35
FMA Wealth Management
Massachusetts
$758K +$758K +7,523 New
BLC
36
Brown, Lisle/Cummings
Rhode Island
$744K – – –
Truist Financial
37
Truist Financial
North Carolina
$729K +$175K +1,735 +32%
FTS
38
Fifth Third Securities
Ohio
$724K +$83.7K +831 +13%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$713K -$6.65K -66 -0.9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$668K -$325K -3,225 -33%
DAS
41
Dynamic Advisor Solutions
Arizona
$541K +$133K +1,331 +33%
IA
42
Insight Advisors
Pennsylvania
$520K +$906 +9 +0.2%
APWA
43
Atlas Private Wealth Advisors
New Jersey
$491K -$42.5K -422 -8%
CF
44
Centaurus Financial
California
$483K -$101K -1,006 -17%
RA
45
RFG Advisory
Alabama
$473K -$122K -1,215 -21%
EFS
46
Essex Financial Services
Connecticut
$450K +$450K +4,465 New
VVP
47
Venture Visionary Partners
Ohio
$436K +$436K +4,331 New
QWM
48
Quadcap Wealth Management
Texas
$412K +$412K +4,089 New
KAS
49
Kestra Advisory Services
Texas
$400K -$1.68M -16,677 -81%
GGS
50
Galvin Gaustad & Stein
Arizona
$384K – – –
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2
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