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State Street SPDR Russell 1000 Yield Focus ETF
ONEY

118 hedge funds and large institutions have $604M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

17% more funds holding

Funds holding: 101 → 118 (+17)

0.88% less ownership

Funds ownership: 79.18% → 78.3% (-0.88%)

11% less capital invested

Capital invested by funds: $676M → $604M (-$71.3M)

Holders
118
Holders Change
+17
Holders Change %
+16.83%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
50
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$16M
2
LGA
Lebenthal Global Advisors
New York
+$12.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.4M
4
LPL Financial
LPL Financial
California
+$2.67M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
APF
Alaska Permanent Fund
Alaska
-$101M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.55M
3
FHA
Flagship Harbor Advisors
Massachusetts
-$240K
4
PAG
Private Advisor Group
New Jersey
-$213K
5
DAS
Dynamic Advisor Solutions
Arizona
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
51
RFG Advisory
Alabama
$500K +$3.27K +29 +0.6%
SA
52
Sovran Advisors
California
$495K +$508K +4,511 New
Truist Financial
53
Truist Financial
North Carolina
$494K +$100K +887 +24%
IWC
54
Integrated Wealth Concepts
Massachusetts
$480K +$37.5K +333 +8%
IAP
55
Indie Asset Partners
Indiana
$470K +$53.4K +474 +12%
CFP
56
Cascade Financial Partners
California
$452K – – –
TWP
57
Triad Wealth Partners
Kansas
$403K +$418K +3,705 New
LFS
58
Lutz Financial Services
Nebraska
$364K +$377K +3,342 New
PFA
59
Portland Financial Advisors
New York
$357K +$370K +3,280 New
GIA
60
Gladstone Institutional Advisory
Florida
$356K +$11.6K +103 +3%
CIA
61
Concurrent Investment Advisors
Florida
$344K -$87.6K -777 -20%
ML
62
McAdam LLC
Pennsylvania
$322K -$8.79K -78 -3%
MML Investors Services
63
MML Investors Services
Massachusetts
$319K +$34.7K +308 +12%
IWA
64
IVC Wealth Advisors
Pennsylvania
$316K +$15.2K +135 +5%
FPGK
65
Financial Partners Group (Kansas)
Kansas
$310K +$113 +1 +0%
WWM
66
Western Wealth Management
Colorado
$310K – – –
QWM
67
Quadcap Wealth Management
Texas
$305K -$9.8K -87 -3%
XF
68
XML Financial
Maryland
$303K +$4.51K +40 +1%
HF
69
HRT Financial
New York
$298K +$309K +2,746 New
CPG
70
Cornerstone Planning Group
New Jersey
$293K +$19.2K +170 +7%
SWP
71
Stratos Wealth Partners
Ohio
$292K -$902 -8 -0.3%
AWM
72
Angeles Wealth Management
California
$285K – – –
AIA
73
Ally Invest Advisors
North Carolina
$284K -$11.8K -105 -4%
NFSG
74
Newbridge Financial Services Group
Florida
$279K – – –
TFS
75
Thoroughbred Financial Services
Tennessee
$274K +$1.13K +10 +0.4%
1 2
3
4 5

ONEY Hedge Fund Activity: Q4 2024 in Review

118 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2024, worth a combined $604M — down 11% from $676M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ONEY positions and 3 closed out — a net gain of 21 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $16M. The largest seller was Alaska Permanent Fund, cutting an estimated $101M.

  • 118 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $604M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2024 and 3 closed out, a net change of +21 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2024 was Ameriprise, an estimated $16M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2024 was Alaska Permanent Fund, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2024.