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State Street SPDR Russell 1000 Yield Focus ETF
ONEY

104 hedge funds and large institutions have $655M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

12.7% more ownership

Funds ownership: 78.94% → 91.64% (+13%)

2% more funds holding

Funds holding: 102 → 104 (+2)

1% more capital invested

Capital invested by funds: $649M → $655M (+$5.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
36
Reduced
38
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$82.3M
2
Ameriprise
Ameriprise
Minnesota
+$12.6M
3
Mariner
Mariner
Kansas
+$1.46M
4
CAL
Capital Analysts LLC
Pennsylvania
+$934K
5
KWM
Kingsview Wealth Management
Oregon
+$726K

Top Sellers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
-$5.33M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$2.11M
3
Bank of America
Bank of America
North Carolina
-$1.55M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.48M
5
AWM
Aspire Wealth Management
Massachusetts
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
76
Mayfair Advisory Group
Alabama
$228K +$1.58K +15 +0.7%
FHA
77
Flagship Harbor Advisors
Massachusetts
$226K -$6.74K -64 -3%
FFL
78
Financial Freedom LLC
Ohio
$224K +$737 +7 +0.3%
VA
79
Valmark Advisers
Ohio
$217K -$842 -8 -0.4%
VCM
80
Virtue Capital Management
Tennessee
$208K – – –
LFG
81
Lockerman Financial Group
California
$202K +$105 +1 +0.1%
NFSG
82
Newbridge Financial Services Group
Florida
$193K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$153K -$216K -2,055 -58%
SFC
84
Strategic Financial Concepts
Texas
$141K +$82.3M +781,828 +9,541%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$132K +$1.16K +11 +0.9%
HI
86
Harbour Investments
Wisconsin
$128K – – –
Morgan Stanley
87
Morgan Stanley
New York
$115K -$6.95K -66 -6%
BWL
88
Bogart Wealth LLC
Virginia
$115K – – –
CA
89
Continuum Advisory
Idaho
$90.7K – – –
JP Morgan Chase
90
JP Morgan Chase
New York
$84K +$31.6K +300 +59%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$79K -$242K -2,295 -75%
AWM
92
Avior Wealth Management
Nebraska
$74.1K – – –
GWM
93
Geneos Wealth Management
Colorado
$62.2K – – –
LFG
94
Larson Financial Group
Missouri
$47.2K – – –
BFEC
95
Benjamin F. Edwards & Company
Missouri
$47K +$1.26K +12 +3%
FAM
96
Family Asset Management
South Carolina
$46K +$46.6K +443 New
PS
97
Principal Securities
Iowa
$34.8K -$2.42K -23 -6%
HNB
98
Huntington National Bank
Ohio
$33.8K – – –
TSWM
99
Tyler-Stone Wealth Management
Ohio
$26.6K +$10.1K +96 +60%
WCM
100
Winthrop Capital Management
Indiana
$23K – – –
1 2 3
4
5

ONEY Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q2 2024, worth a combined $655M — up 0.91% from $649M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ONEY positions and 5 closed out — a net gain of 4 holders — while 36 added to existing stakes and 38 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $82.3M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $5.33M sold.

  • 104 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $655M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q2 2024, up 0.91% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $82.3M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $5.33M sold.

Based on aggregated 13F filings for Q2 2024.