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State Street SPDR Russell 1000 Yield Focus ETF

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: 12 (+1)

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

17% more funds holding

Funds holding: 101118 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
76
Meriwether Wealth & Planning
Louisiana
$268K +$277K +2,460 New
PCIA
77
Prime Capital Investment Advisors
Kansas
$266K +$1.8K +16 +0.7%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$258K +$13.9K +123 +5%
Morgan Stanley
79
Morgan Stanley
New York
$252K +$22.5K +200 +9%
MAG
80
Mayfair Advisory Group
Alabama
$247K +$6.76K +60 +3%
RFN
81
RDA Financial Network
Iowa
$237K +$31K +275 +14%
FFL
82
Financial Freedom LLC
Ohio
$237K +$789 +7 +0.3%
MOS
83
MGO One Seven
Ohio
$236K -$4.85K -43 -2%
VA
84
Valmark Advisers
Ohio
$235K +$3.83K +34 +2%
MSFS
85
Main Street Financial Solutions
Pennsylvania
$230K -$1.35K -12 -0.6%
KAS
86
Kestra Advisory Services
Texas
$223K -$5.75K -51 -2%
RA
87
Rodgers & Associates
Pennsylvania
$222K -$36.3K -322 -14%
CWM
88
Cornerstone Wealth Management
Missouri
$221K +$229K +2,031 New
LFG
89
Lockerman Financial Group
California
$212K -$225 -2 -0.1%
TRCT
90
Tower Research Capital (TRC)
New York
$209K +$13.1K +116 +6%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$137K +$51.3K +455 +57%
HI
92
Harbour Investments
Wisconsin
$134K
GJIA
93
Glass Jacobson Investment Advisors
Maryland
$129K -$9.69K -86 -7%
BWL
94
Bogart Wealth LLC
Virginia
$120K
Wells Fargo
95
Wells Fargo
California
$117K +$121K +1,076 New
CA
96
Continuum Advisory
Idaho
$95.1K
JP Morgan Chase
97
JP Morgan Chase
New York
$80.9K -$11.3K -100 -12%
AWM
98
Avior Wealth Management
Nebraska
$77.7K
GWM
99
Geneos Wealth Management
Colorado
$65.3K
AG
100
AmeriFlex Group
Nevada
$54.8K +$55.3K +491 New

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.