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State Street SPDR Russell 1000 Yield Focus ETF

102 hedge funds and large institutions have $649M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

9% more capital invested

Capital invested by funds: $597M → $649M (+$51.9M)

6% more funds holding

Funds holding: 96102 (+6)

1.72% more ownership

Funds ownership: 77.22%78.94% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
40
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
51
Cascade Financial Partners
California
$432K +$421K +4,155 New
GIA
52
Gladstone Institutional Advisory
Florida
$391K -$14.9K -147 -4%
RA
53
Rodgers & Associates
Pennsylvania
$390K +$35.4K +350 +11%
TRCT
54
Tower Research Capital (TRC)
New York
$383K +$132K +1,301 +58%
GGS
55
Galvin Gaustad & Stein
Arizona
$360K -$50.6K -500 -13%
AIA
56
Ally Invest Advisors
North Carolina
$357K -$47.9K -473 -13%
Prudential Financial
57
Prudential Financial
New Jersey
$347K +$323K +3,190 New
QWM
58
Quadcap Wealth Management
Texas
$346K -$91.6K -905 -22%
DAS
59
Dynamic Advisor Solutions
Arizona
$333K -$236K -2,328 -43%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$332K +$184K +1,819 +148%
MOS
61
MGO One Seven
Ohio
$326K -$31.3K -309 -9%
BAM
62
Belpointe Asset Management
Nevada
$325K -$41.5K -410 -12%
WWM
63
Western Wealth Management
Colorado
$309K
FPGK
64
Financial Partners Group (Kansas)
Kansas
$307K +$51.6K +510 +22%
IWA
65
IVC Wealth Advisors
Pennsylvania
$300K
XF
66
XML Financial
Maryland
$294K +$26.1K +258 +11%
AWM
67
Angeles Wealth Management
California
$284K
PCIA
68
Prime Capital Investment Advisors
Kansas
$282K +$6.58K +65 +3%
TFS
69
Thoroughbred Financial Services
Tennessee
$259K -$9.62K -95 -4%
MSFS
70
Main Street Financial Solutions
Pennsylvania
$252K
FHA
71
Flagship Harbor Advisors
Massachusetts
$244K -$64.2K -634 -22%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$243K
CPG
73
Cornerstone Planning Group
New Jersey
$235K +$40.7K +402 +22%
FFL
74
Financial Freedom LLC
Ohio
$234K +$709 +7 +0.3%
MAG
75
Mayfair Advisory Group
Alabama
$231K -$10.1K -100 -4%

ONEY Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q1 2024, worth a combined $649M — up 8.7% from $597M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ONEY positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Pallas Capital Advisors, opening a new position worth an estimated $3.44M. The largest seller was Concurrent Investment Advisors, cutting an estimated $3.96M.

  • 102 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q1 2024, up from 96 in Q4 2023.
  • Funds reported $649M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q1 2024 and 10 closed out, a net change of +6 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q1 2024 was Pallas Capital Advisors, an estimated $3.44M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q1 2024 was Concurrent Investment Advisors, an estimated $3.96M sold.

Based on aggregated 13F filings for Q1 2024.