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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
MSFS
76
Main Street Financial Solutions
Pennsylvania
$238K -$21.7K -200 -9%
Morgan Stanley
77
Morgan Stanley
New York
$237K +$109K +1,005 +91%
KAS
78
Kestra Advisory Services
Texas
$236K -$482K -4,453 -68%
LFG
79
Lockerman Financial Group
California
$219K +$108 +1 +0.1%
RFN
80
RDA Financial Network
Iowa
$213K +$206K +1,901 New
DAS
81
Dynamic Advisor Solutions
Arizona
$212K -$51.2K -473 -20%
TRCT
82
Tower Research Capital (TRC)
New York
$202K +$35.9K +331 +23%
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$143K -$217 -2 -0.2%
HI
84
Harbour Investments
Wisconsin
$138K – – –
BWL
85
Bogart Wealth LLC
Virginia
$124K – – –
CA
86
Continuum Advisory
Idaho
$99.6K – – –
JP Morgan Chase
87
JP Morgan Chase
New York
$94.6K +$3.57K +33 +4%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$90K +$4.55K +42 +6%
AWM
89
Avior Wealth Management
Nebraska
$80.1K – – –
GWM
90
Geneos Wealth Management
Colorado
$67.3K – – –
Jones Financial Companies
91
Jones Financial Companies
Missouri
$66.9K +$64.7K +597 New
FAM
92
Family Asset Management
South Carolina
$49.7K – – –
LFG
93
Larson Financial Group
Missouri
$44.9K -$5.85K -54 -12%
PS
94
Principal Securities
Iowa
$41.7K +$4.01K +37 +11%
WCM
95
Winthrop Capital Management
Indiana
$25K – – –
NA
96
NewEdge Advisors
Louisiana
$22.4K -$2.17K -20 -9%
CA
97
CoreCap Advisors
Michigan
$22.2K – – –
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$17.5K +$13.3K +123 +373%
Simplex Trading
99
Simplex Trading
Illinois
$17K +$16.7K +154 New
Fidelity Investments
100
Fidelity Investments
Massachusetts
$14.7K +$14.2K +131 New
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.