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State Street SPDR Russell 1000 Yield Focus ETF

101 hedge funds and large institutions have $676M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

3% more capital invested

Capital invested by funds: $655M → $676M (+$20.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 104101 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

12.45% less ownership

Funds ownership: 91.64%79.18% (-12%)

Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
44
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.44M +$31.7K +293 +2%
HWM
27
Horizon Wealth Management
Illinois
$1.28M +$25.2K +233 +2%
GRP
28
Global Retirement Partners
California
$1.17M +$20K +185 +2%
AWM
29
Axxcess Wealth Management
California
$1.15M +$63K +582 +6%
CAAS
30
Capital Asset Advisory Services
Michigan
$1.15M +$64.3K +594 +6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.05M +$272K +2,511 +37%
FTS
32
Fifth Third Securities
Ohio
$1.01M -$6.82K -63 -0.7%
CAL
33
Capital Analysts LLC
Pennsylvania
$986K -$8.77K -81 -0.9%
AAS
34
Avantax Advisory Services
Texas
$963K +$11.4K +105 +1%
VVP
35
Venture Visionary Partners
Ohio
$957K +$247K +2,279 +36%
AWM
36
Aspire Wealth Management
Massachusetts
$941K -$549K -5,069 -38%
EFS
37
Essex Financial Services
Connecticut
$906K
SFC
38
Strategic Financial Concepts
Texas
$861K -$84.7M -782,344 -99%
PWP
39
Precedent Wealth Partners
Texas
$799K +$520K +4,804 +207%
BLC
40
Brown, Lisle/Cummings
Rhode Island
$763K -$63K -582 -8%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$754K -$291K -2,691 -29%
FAIM
42
Financial Advocates Investment Management
Washington
$692K -$127K -1,170 -16%
Goldman Sachs
43
Goldman Sachs
New York
$666K +$643K +5,938 New
IA
44
Insight Advisors
Pennsylvania
$654K +$8.23K +76 +1%
CP
45
Creekside Partners
California
$645K +$5.09K +47 +0.8%
CBT
46
CoreFirst Bank & Trust
Kansas
$581K +$561K +5,183 New
RA
47
RFG Advisory
Alabama
$511K -$36.3K -335 -7%
CFP
48
Cascade Financial Partners
California
$464K
IWC
49
Integrated Wealth Concepts
Massachusetts
$457K -$47.3K -437 -10%
CIA
50
Concurrent Investment Advisors
Florida
$441K -$94.1K -869 -18%

ONEY Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q3 2024, worth a combined $676M — up 3.1% from $655M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ONEY and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 44 added.

The largest buyer was Ameriprise, adding an estimated $6.95M. The largest seller was Strategic Financial Concepts, cutting an estimated $84.7M.

  • 101 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q3 2024, down from 104 in Q2 2024.
  • Funds reported $676M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q3 2024 was Ameriprise, an estimated $6.95M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2024.