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SPDR Russell 1000 Yield Focus ETF
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Overview Fund Activity

91 hedge funds and large institutions have $269M invested in SPDR Russell 1000 Yield Focus ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
17
Increased
45
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.87M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.91M
3
Creative Planning
Creative Planning
Kansas
+$3.31M
4
Jane Street
Jane Street
New York
+$2.5M
5
Ameriprise
Ameriprise
Minnesota
+$2.11M

Top Sellers

1
CWA
Core Wealth Advisors
Florida
-$14.3M
2
MFG
Marmo Financial Group
Tennessee
-$11.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.19M
4
FTUS
Flow Traders U.S.
New York
-$1.28M
5
FAIM
Financial Advocates Investment Management
Washington
-$620K
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
51
Atlas Private Wealth Advisors
New Jersey
$441K -$123K -1,308 -22%
SFC
52
Strategic Financial Concepts
Texas
$425K +$425K +4,507 New
DAS
53
Dynamic Advisor Solutions
Arizona
$400K +$69.4K +736 +21%
TAM
54
Titleist Asset Management
Texas
$358K +$358K +3,796 New
AIA
55
Ally Invest Advisors
North Carolina
$344K +$344K +3,652 New
GGS
56
Galvin Gaustad & Stein
Arizona
$326K +$326K +3,460 New
WMR
57
Wealth Management Resources
Rhode Island
$318K +$1.32K +14 +0.4%
FPGK
58
Financial Partners Group (Kansas)
Kansas
$301K +$8.39K +89 +3%
RA
59
Rodgers & Associates
Pennsylvania
$289K +$14.1K +150 +5%
WWM
60
Western Wealth Management
Colorado
$268K – – –
MAG
61
Mayfair Advisory Group
Alabama
$266K +$266K +2,822 New
IWA
62
IVC Wealth Advisors
Pennsylvania
$261K – – –
TSS
63
Two Sigma Securities
New York
$260K +$260K +2,754 New
BAM
64
Beaumont Asset Management
Texas
$259K – – –
TFS
65
Thoroughbred Financial Services
Tennessee
$250K +$250K +2,653 New
LFG
66
Larson Financial Group
Missouri
$242K +$23K +244 +10%
DI
67
DFPG Investments
Utah
$242K – – –
AWM
68
Angeles Wealth Management
California
$240K – – –
MSFS
69
Main Street Financial Solutions
Pennsylvania
$227K +$227K +2,412 New
SSWM
70
Sheets Smith Wealth Management
North Carolina
$222K +$9.43K +100 +4%
WA
71
Wambolt & Associates
Colorado
$215K – – –
VA
72
Valmark Advisers
Ohio
$203K -$849 -9 -0.4%
FFL
73
Financial Freedom LLC
Ohio
$201K +$660 +7 +0.3%
US Bancorp
74
US Bancorp
Minnesota
$77.1K – – –
BWL
75
Bogart Wealth LLC
Virginia
$57K +$57K +604 New
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