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State Street SPDR Russell 1000 Yield Focus ETF
ONEY

104 hedge funds and large institutions have $655M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

12.7% more ownership

Funds ownership: 78.94% → 91.64% (+13%)

2% more funds holding

Funds holding: 102 → 104 (+2)

1% more capital invested

Capital invested by funds: $649M → $655M (+$5.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
36
Reduced
38
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$82.3M
2
Ameriprise
Ameriprise
Minnesota
+$12.6M
3
Mariner
Mariner
Kansas
+$1.46M
4
CAL
Capital Analysts LLC
Pennsylvania
+$934K
5
KWM
Kingsview Wealth Management
Oregon
+$726K

Top Sellers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
-$5.33M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$2.11M
3
Bank of America
Bank of America
North Carolina
-$1.55M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.48M
5
AWM
Aspire Wealth Management
Massachusetts
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Aspire Wealth Management
Massachusetts
$1.4M -$1.16M -11,000 -45%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.3M -$82.1K -780 -6%
FWM
28
FMA Wealth Management
Massachusetts
$1.27M +$187K +1,778 +17%
HWM
29
Horizon Wealth Management
Illinois
$1.16M +$59.3K +564 +5%
GRP
30
Global Retirement Partners
California
$1.07M +$134K +1,276 +14%
AWM
31
Axxcess Wealth Management
California
$1M +$95.5K +908 +10%
CAAS
32
Capital Asset Advisory Services
Michigan
$1M +$106K +1,004 +11%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$976K -$566K -5,374 -36%
FTS
34
Fifth Third Securities
Ohio
$936K +$177K +1,678 +23%
CAL
35
Capital Analysts LLC
Pennsylvania
$921K +$934K +8,875 New
AAS
36
Avantax Advisory Services
Texas
$880K -$46.7K -444 -5%
EFS
37
Essex Financial Services
Connecticut
$863K +$301K +2,860 +54%
BLC
38
Brown, Lisle/Cummings
Rhode Island
$766K – – –
FAIM
39
Financial Advocates Investment Management
Washington
$761K -$31.6K -300 -4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$713K +$11.7K +111 +2%
KAS
41
Kestra Advisory Services
Texas
$680K +$124K +1,177 +22%
VVP
42
Venture Visionary Partners
Ohio
$649K +$202K +1,923 +44%
IA
43
Insight Advisors
Pennsylvania
$597K +$9.15K +87 +2%
CP
44
Creekside Partners
California
$592K +$601K +5,707 New
RA
45
RFG Advisory
Alabama
$508K -$3.16K -30 -0.6%
CIA
46
Concurrent Investment Advisors
Florida
$498K -$57.1K -543 -10%
Truist Financial
47
Truist Financial
North Carolina
$481K -$401K -3,806 -45%
IWC
48
Integrated Wealth Concepts
Massachusetts
$468K -$2.11M -20,066 -82%
CFP
49
Cascade Financial Partners
California
$431K – – –
TWP
50
Triad Wealth Partners
Kansas
$401K +$407K +3,866 New
1
2
3 4 5

ONEY Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q2 2024, worth a combined $655M — up 0.91% from $649M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ONEY positions and 5 closed out — a net gain of 4 holders — while 36 added to existing stakes and 38 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $82.3M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $5.33M sold.

  • 104 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $655M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q2 2024, up 0.91% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $82.3M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $5.33M sold.

Based on aggregated 13F filings for Q2 2024.