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State Street SPDR Russell 1000 Yield Focus ETF
ONEY

101 hedge funds and large institutions have $676M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

3% more capital invested

Capital invested by funds: $655M → $676M (+$20.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 104 → 101 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

12.45% less ownership

Funds ownership: 91.64% → 79.18% (-12%)

Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
44
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.95M
2
FWM
FMA Wealth Management
Massachusetts
+$2.58M
3
Mariner
Mariner
Kansas
+$1.17M
4
Creative Planning
Creative Planning
Kansas
+$844K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$797K

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$84.7M
2
KIM
Kestra Investment Management
Texas
-$8.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
4
AWM
Aspire Wealth Management
Massachusetts
-$549K
5
KAS
Kestra Advisory Services
Texas
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
51
Indie Asset Partners
Indiana
$431K +$57.4K +530 +16%
Truist Financial
52
Truist Financial
North Carolina
$410K -$107K -984 -21%
GIA
53
Gladstone Institutional Advisory
Florida
$355K -$108 -1 -0%
WEG
54
World Equity Group
Illinois
$343K +$57.8K +534 +21%
ML
55
McAdam LLC
Pennsylvania
$341K +$53.4K +493 +19%
QWM
56
Quadcap Wealth Management
Texas
$324K – – –
FPGK
57
Financial Partners Group (Kansas)
Kansas
$319K +$6.07K +56 +2%
WWM
58
Western Wealth Management
Colorado
$319K – – –
IWA
59
IVC Wealth Advisors
Pennsylvania
$310K – – –
XF
60
XML Financial
Maryland
$308K -$2.38K -22 -0.8%
AIA
61
Ally Invest Advisors
North Carolina
$304K -$56.3K -520 -16%
SWP
62
Stratos Wealth Partners
Ohio
$302K +$291K +2,688 New
MML Investors Services
63
MML Investors Services
Massachusetts
$294K -$40.9K -378 -13%
AWM
64
Angeles Wealth Management
California
$293K – – –
NFSG
65
Newbridge Financial Services Group
Florida
$288K +$75.8K +700 +38%
TFS
66
Thoroughbred Financial Services
Tennessee
$281K +$1.08K +10 +0.4%
PCIA
67
Prime Capital Investment Advisors
Kansas
$273K +$1.73K +16 +0.7%
CPG
68
Cornerstone Planning Group
New Jersey
$268K +$7.26K +67 +3%
RA
69
Rodgers & Associates
Pennsylvania
$265K – – –
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$252K – – –
MAG
71
Mayfair Advisory Group
Alabama
$248K +$7.15K +66 +3%
MOS
72
MGO One Seven
Ohio
$248K -$4.01K -37 -2%
FFL
73
Financial Freedom LLC
Ohio
$243K +$758 +7 +0.3%
FHA
74
Flagship Harbor Advisors
Massachusetts
$240K -$4.12K -38 -2%
VA
75
Valmark Advisers
Ohio
$238K +$3.25K +30 +1%
1 2
3
4 5

ONEY Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q3 2024, worth a combined $676M — up 3.1% from $655M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ONEY and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 44 added.

The largest buyer was Ameriprise, adding an estimated $6.95M. The largest seller was Strategic Financial Concepts, cutting an estimated $84.7M.

  • 101 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q3 2024, down from 104 in Q2 2024.
  • Funds reported $676M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q3 2024 was Ameriprise, an estimated $6.95M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2024.