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SPDR Russell 1000 Yield Focus ETF

114 hedge funds and large institutions have $677M invested in SPDR Russell 1000 Yield Focus ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
44
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAP
51
Indie Asset Partners
Indiana
$462K -$10.2K -93 -2%
GIA
52
Gladstone Institutional Advisory
Florida
$376K +$18.9K +173 +5%
CFP
53
Cascade Financial Partners
California
$374K -$80K -732 -18%
LFS
54
Lutz Financial Services
Nebraska
$365K
WEG
55
World Equity Group
Illinois
$362K -$307K -2,810 -46%
PFA
56
Portland Financial Advisors
New York
$358K
CIA
57
Concurrent Investment Advisors
Florida
$345K
MWP
58
Meriwether Wealth & Planning
Louisiana
$335K +$66.4K +608 +25%
IWA
59
IVC Wealth Advisors
Pennsylvania
$317K
FPGK
60
Financial Partners Group (Kansas)
Kansas
$311K +$218 +2 +0.1%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$309K +$49.9K +457 +19%
WWM
62
Western Wealth Management
Colorado
$306K -$4.37K -40 -1%
ML
63
McAdam LLC
Pennsylvania
$299K -$24.5K -224 -8%
AWM
64
Angeles Wealth Management
California
$286K
PCIA
65
Prime Capital Investment Advisors
Kansas
$284K +$17K +156 +6%
TFS
66
Thoroughbred Financial Services
Tennessee
$276K +$873 +8 +0.3%
Wells Fargo
67
Wells Fargo
California
$274K +$157K +1,434 +133%
AIA
68
Ally Invest Advisors
North Carolina
$273K -$12K -110 -4%
Morgan Stanley
69
Morgan Stanley
New York
$272K +$18.9K +173 +7%
MML Investors Services
70
MML Investors Services
Massachusetts
$271K -$48.5K -444 -15%
CPG
71
Cornerstone Planning Group
New Jersey
$270K +$4.31K +42 +2%
CWM
72
Cornerstone Wealth Management
Missouri
$265K +$42.9K +393 +19%
CPL
73
CAP Partners LLC
Tennessee
$251K +$251K +2,302 New
QWM
74
Quadcap Wealth Management
Texas
$251K -$54.7K -501 -18%
VA
75
Valmark Advisers
Ohio
$247K +$11.4K +104 +5%