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SPDR Russell 1000 Yield Focus ETF
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Overview Fund Activity

101 hedge funds and large institutions have $676M invested in SPDR Russell 1000 Yield Focus ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
44
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$70.5M
2
FWM
2
FMA Wealth Management
Massachusetts
$4.05M
3
Mariner
3
Mariner
Kansas
$17.5M
4
Creative Planning
4
Creative Planning
Kansas
$28.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$861K
2
KIM
2
Kestra Investment Management
Texas
$7.52M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.31M
4
AWM
4
Aspire Wealth Management
Massachusetts
$941K
5
KAS
5
Kestra Advisory Services
Texas
$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.44M +$32.9K +293 +2%
HWM
27
Horizon Wealth Management
Illinois
$1.28M +$26.1K +233 +2%
GRP
28
Global Retirement Partners
California
$1.17M +$20.7K +185 +2%
AWM
29
Axxcess Wealth Management
California
$1.15M +$65.3K +582 +6%
CAAS
30
Capital Asset Advisory Services
Michigan
$1.15M +$66K +594 +6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.05M +$282K +2,511 +37%
FTS
32
Fifth Third Securities
Ohio
$1.01M -$7.07K -63 -0.7%
CAL
33
Capital Analysts LLC
Pennsylvania
$986K -$9.08K -81 -0.9%
AAS
34
Avantax Advisory Services
Texas
$963K +$11.8K +105 +1%
VVP
35
Venture Visionary Partners
Ohio
$957K +$256K +2,279 +36%
AWM
36
Aspire Wealth Management
Massachusetts
$941K -$569K -5,069 -38%
EFS
37
Essex Financial Services
Connecticut
$906K – – –
SFC
38
Strategic Financial Concepts
Texas
$861K -$87.7M -782,344 -99%
PWP
39
Precedent Wealth Partners
Texas
$799K +$539K +4,804 +207%
BLC
40
Brown, Lisle/Cummings
Rhode Island
$763K -$65.3K -582 -8%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$754K -$302K -2,691 -29%
FAIM
42
Financial Advocates Investment Management
Washington
$692K -$131K -1,170 -16%
Goldman Sachs
43
Goldman Sachs
New York
$666K +$666K +5,938 New
IA
44
Insight Advisors
Pennsylvania
$654K +$8.53K +76 +1%
CP
45
Creekside Partners
California
$645K +$5.27K +47 +0.8%
CBT
46
CoreFirst Bank & Trust
Kansas
$581K +$581K +5,183 New
RA
47
RFG Advisory
Alabama
$511K -$37.6K -335 -7%
CFP
48
Cascade Financial Partners
California
$464K – – –
IWC
49
Integrated Wealth Concepts
Massachusetts
$457K -$49K -437 -10%
CIA
50
Concurrent Investment Advisors
Florida
$441K -$97.5K -869 -18%
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