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SPDR Russell 1000 Yield Focus ETF
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Overview Fund Activity

84 hedge funds and large institutions have $699M invested in SPDR Russell 1000 Yield Focus ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+12
Holders Change %
+16.67%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
19
Increased
32
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Core Wealth Advisors
Florida
$14.2M
2
Ameriprise
2
Ameriprise
Minnesota
$54.2M
3
LPL Financial
3
LPL Financial
California
$51.6M
4
Creative Planning
4
Creative Planning
Kansas
$13.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.87M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$434M
2
RFN
2
RDA Financial Network
Iowa
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$655K
4
SL
4
Systelligence LLC
Minnesota
$13M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$328K -$28.3K -302 -8%
FTS
52
Fifth Third Securities
Ohio
$326K +$326K +3,481 New
WMR
53
Wealth Management Resources
Rhode Island
$314K +$1.31K +14 +0.4%
FPGK
54
Financial Partners Group (Kansas)
Kansas
$314K -$74K -731 -19%
Jane Street
55
Jane Street
New York
$281K +$281K +2,997 New
RA
56
Rodgers & Associates
Pennsylvania
$273K – – –
WWM
57
Western Wealth Management
Colorado
$266K -$266K -2,844 -50%
IWA
58
IVC Wealth Advisors
Pennsylvania
$259K – – –
BAM
59
Beaumont Asset Management
Texas
$258K – – –
KWM
60
Kingsview Wealth Management
Oregon
$257K -$3.84K -41 -1%
DI
61
DFPG Investments
Utah
$253K – – –
AWM
62
Angeles Wealth Management
California
$238K – – –
LFG
63
Larson Financial Group
Missouri
$218K -$14.8K -158 -6%
WA
64
Wambolt & Associates
Colorado
$213K -$24K -256 -10%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$211K +$211K +2,252 New
UCFA
66
United Capital Financial Advisors
Texas
$203K +$203K +2,163 New
VA
67
Valmark Advisers
Ohio
$203K +$203K +2,162 New
FFL
68
Financial Freedom LLC
Ohio
$199K +$199K +2,120 New
US Bancorp
69
US Bancorp
Minnesota
$76.6K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$69K -$105K -1,116 -60%
GWM
71
Geneos Wealth Management
Colorado
$56.2K – – –
UBS Group
72
UBS Group
Switzerland
$54.6K +$49K +523 +872%
LF
73
Lee Financial
Texas
$31.1K +$375 +4 +1%
AWM
74
Accel Wealth Management
Iowa
$29.4K +$188 +2 +0.6%
NFSG
75
Newbridge Financial Services Group
Florida
$22.5K – – –
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