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State Street SPDR Russell 1000 Yield Focus ETF

109 hedge funds and large institutions have $644M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

4% more funds holding

Funds holding: 105109 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.43% less ownership

Funds ownership: 81.23%79.8% (-1.4%)

9% less capital invested

Capital invested by funds: $711M → $644M (-$67.3M)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
40
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Insight Advisors
Pennsylvania
$488K +$5.65K +50 +1%
Wells Fargo
52
Wells Fargo
California
$481K +$63.1K +558 +15%
IWC
53
Integrated Wealth Concepts
Massachusetts
$455K -$2.04K -18 -0.4%
FFA
54
Farther Finance Advisors
California
$443K -$11.9K -105 -3%
Truist Financial
55
Truist Financial
North Carolina
$428K -$3.73K -33 -0.9%
WEG
56
World Equity Group
Illinois
$427K +$18.4K +163 +5%
GIA
57
Gladstone Institutional Advisory
Florida
$419K +$31.3K +277 +8%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$403K +$59.9K +530 +18%
VA
59
Valmark Advisers
Ohio
$398K +$127K +1,127 +47%
CPG
60
Cornerstone Planning Group
New Jersey
$377K +$195K +1,727 +121%
AIA
61
Ally Invest Advisors
North Carolina
$346K +$78.1K +691 +29%
TFS
62
Thoroughbred Financial Services
Tennessee
$337K -$9.5K -84 -3%
IWA
63
IVC Wealth Advisors
Pennsylvania
$324K -$5.09K -45 -2%
WWM
64
Western Wealth Management
Colorado
$318K
PFA
65
Portland Financial Advisors
New York
$315K
FPGK
66
Financial Partners Group (Kansas)
Kansas
$314K
XF
67
XML Financial
Maryland
$310K +$23.4K +207 +8%
PCIA
68
Prime Capital Investment Advisors
Kansas
$305K +$6.1K +54 +2%
CWM
69
Cornerstone Wealth Management
Missouri
$301K -$7.8K -69 -3%
ML
70
McAdam LLC
Pennsylvania
$290K -$7.69K -68 -3%
Morgan Stanley
71
Morgan Stanley
New York
$288K -$13K -115 -4%
CFP
72
Cascade Financial Partners
California
$272K
CPL
73
CAP Partners LLC
Tennessee
$265K +$791 +7 +0.3%
Goldman Sachs
74
Goldman Sachs
New York
$264K +$263K +2,324 New
LFS
75
Lutz Financial Services
Nebraska
$261K

ONEY Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2025, worth a combined $644M — down 9.5% from $711M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ONEY positions and 11 closed out — a net gain of 4 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was Moulton Wealth Management, opening a new position worth an estimated $22.4M. The largest seller was Ameriprise, cutting an estimated $73M.

  • 109 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2025, up from 105 in Q3 2025.
  • Funds reported $644M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2025, down 9.5% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2025 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2025 was Moulton Wealth Management, an estimated $22.4M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2025 was Ameriprise, an estimated $73M sold.

Based on aggregated 13F filings for Q4 2025.