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State Street SPDR Russell 1000 Yield Focus ETF

118 hedge funds and large institutions have $604M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

17% more funds holding

Funds holding: 101118 (+17)

0.88% less ownership

Funds ownership: 79.18%78.3% (-0.88%)

11% less capital invested

Capital invested by funds: $676M → $604M (-$71.3M)

Holders
118
Holders Change
+17
Holders Change %
+16.83%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
50
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$1.8M +$50.6K +449 +3%
SPIA
27
Steward Partners Investment Advisory
New York
$1.67M +$1.73M +15,378 New
Osaic Holdings
28
Osaic Holdings
Arizona
$1.57M -$23.9K -212 -1%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.53M -$67.6K -600 -4%
CA
30
Crumly & Associates
Illinois
$1.52M -$26K -231 -2%
HWM
31
Horizon Wealth Management
Illinois
$1.49M +$254K +2,255 +20%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.36M -$35.6K -316 -2%
CAAS
33
Capital Asset Advisory Services
Michigan
$1.23M +$103K +916 +9%
AWM
34
Axxcess Wealth Management
California
$1.22M +$105K +936 +9%
CBT
35
CoreFirst Bank & Trust
Kansas
$1.16M +$615K +5,453 +105%
GRP
36
Global Retirement Partners
California
$1.08M -$57.8K -513 -5%
SFC
37
Strategic Financial Concepts
Texas
$1.08M +$253K +2,248 +29%
FTS
38
Fifth Third Securities
Ohio
$976K -$225 -2 -0%
Goldman Sachs
39
Goldman Sachs
New York
$948K +$312K +2,772 +47%
AAS
40
Avantax Advisory Services
Texas
$933K -$1.92K -17 -0.2%
VVP
41
Venture Visionary Partners
Ohio
$932K +$3.61K +32 +0.4%
CAL
42
Capital Analysts LLC
Pennsylvania
$916K -$42K -373 -4%
EFS
43
Essex Financial Services
Connecticut
$819K -$67.6K -600 -7%
PWP
44
Precedent Wealth Partners
Texas
$791K +$16.7K +148 +2%
BLC
45
Brown, Lisle/Cummings
Rhode Island
$741K
FAIM
46
Financial Advocates Investment Management
Washington
$671K
WEG
47
World Equity Group
Illinois
$667K +$346K +3,068 +100%
CP
48
Creekside Partners
California
$631K +$4.96K +44 +0.8%
IA
49
Insight Advisors
Pennsylvania
$628K -$4.28K -38 -0.7%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$581K +$535K +4,743 +794%

ONEY Hedge Fund Activity: Q4 2024 in Review

118 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2024, worth a combined $604M — down 11% from $676M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ONEY positions and 3 closed out — a net gain of 21 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $16M. The largest seller was Alaska Permanent Fund, cutting an estimated $101M.

  • 118 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $604M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2024 and 3 closed out, a net change of +21 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2024 was Ameriprise, an estimated $16M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2024 was Alaska Permanent Fund, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2024.