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State Street SPDR Russell 1000 Yield Focus ETF
ONEY

102 hedge funds and large institutions have $649M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

9% more capital invested

Capital invested by funds: $597M → $649M (+$51.9M)

6% more funds holding

Funds holding: 96 → 102 (+6)

1.72% more ownership

Funds ownership: 77.22% → 78.94% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
40
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Pallas Capital Advisors
Massachusetts
+$3.44M
2
FIC
Family Investment Center
Missouri
+$3.29M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.73M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.71M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.63M

Top Sellers

1
CIA
Concurrent Investment Advisors
Florida
-$3.96M
2
IWM
IHT Wealth Management
Illinois
-$3.92M
3
AWM
Aspire Wealth Management
Massachusetts
-$2.37M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.55M
5
CFGS
Concourse Financial Group Securities
Alabama
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$1.68M +$27.7K +274 +2%
KWM
27
Kingsview Wealth Management
Oregon
$1.62M +$346K +3,418 +30%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.61M +$1.15M +11,353 +331%
CAN
29
Cetera Advisor Networks
California
$1.53M +$24.8K +245 +2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.44M -$74.1K -732 -5%
HWM
31
Horizon Wealth Management
Illinois
$1.16M +$89.5K +884 +9%
FWM
32
FMA Wealth Management
Massachusetts
$1.14M +$302K +2,987 +40%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.06M -$8.81K -87 -0.9%
GRP
34
Global Retirement Partners
California
$978K -$26K -257 -3%
AAS
35
Avantax Advisory Services
Texas
$969K +$83.8K +828 +10%
AWM
36
Axxcess Wealth Management
California
$953K +$81.8K +808 +10%
CAAS
37
Capital Asset Advisory Services
Michigan
$939K +$79.9K +789 +10%
Truist Financial
38
Truist Financial
North Carolina
$917K +$123K +1,210 +17%
SFC
39
Strategic Financial Concepts
Texas
$890K +$830K +8,194 New
MML Investors Services
40
MML Investors Services
Massachusetts
$844K -$970K -9,585 -55%
FAIM
41
Financial Advocates Investment Management
Washington
$830K – – –
BLC
42
Brown, Lisle/Cummings
Rhode Island
$803K – – –
FTS
43
Fifth Third Securities
Ohio
$799K +$15.8K +156 +2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$734K +$12.9K +127 +2%
IA
45
Insight Advisors
Pennsylvania
$616K +$51.4K +508 +10%
KAS
46
Kestra Advisory Services
Texas
$584K +$142K +1,407 +35%
CIA
47
Concurrent Investment Advisors
Florida
$581K -$3.96M -39,140 -88%
EFS
48
Essex Financial Services
Connecticut
$572K +$81.1K +801 +18%
RA
49
RFG Advisory
Alabama
$535K +$22.9K +226 +5%
VVP
50
Venture Visionary Partners
Ohio
$471K – – –
1
2
3 4 5

ONEY Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q1 2024, worth a combined $649M — up 8.7% from $597M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ONEY positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Pallas Capital Advisors, opening a new position worth an estimated $3.44M. The largest seller was Concurrent Investment Advisors, cutting an estimated $3.96M.

  • 102 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q1 2024, up from 96 in Q4 2023.
  • Funds reported $649M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q1 2024 and 10 closed out, a net change of +6 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q1 2024 was Pallas Capital Advisors, an estimated $3.44M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q1 2024 was Concurrent Investment Advisors, an estimated $3.96M sold.

Based on aggregated 13F filings for Q1 2024.