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SPDR Russell 1000 Yield Focus ETF

111 hedge funds and large institutions have $727M invested in SPDR Russell 1000 Yield Focus ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.82M
BF
27
Bonfire Financial
Colorado
$1.6M
Osaic Holdings
28
Osaic Holdings
Arizona
$1.59M
CA
29
Crumly & Associates
Illinois
$1.49M
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.44M
CBT
31
CoreFirst Bank & Trust
Kansas
$1.2M
CAL
32
Capital Analysts LLC
Pennsylvania
$1.17M
GRP
33
Global Retirement Partners
California
$1.16M
FTS
34
Fifth Third Securities
Ohio
$1.14M
PWP
35
Precedent Wealth Partners
Texas
$1.13M
HWM
36
Horizon Wealth Management
Illinois
$1.06M
Jones Financial Companies
37
Jones Financial Companies
Missouri
$1.02M
VVP
38
Venture Visionary Partners
Ohio
$941K
AAS
39
Avantax Advisory Services
Texas
$887K
SFC
40
Strategic Financial Concepts
Texas
$800K
EFS
41
Essex Financial Services
Connecticut
$784K
BLC
42
Brown, Lisle/Cummings
Rhode Island
$737K
FAIM
43
Financial Advocates Investment Management
Washington
$639K
CP
44
Creekside Partners
California
$613K
TFS
45
Thoroughbred Financial Services
Tennessee
$461K
IA
46
Insight Advisors
Pennsylvania
$452K
IWC
47
Integrated Wealth Concepts
Massachusetts
$447K
GIA
48
Gladstone Institutional Advisory
Florida
$384K
WEG
49
World Equity Group
Illinois
$370K
MWP
50
Meriwether Wealth & Planning
Louisiana
$331K