We are live on ! Find out more
ONEY icon

State Street SPDR Russell 1000 Yield Focus ETF

84 hedge funds and large institutions have $699M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

17% more funds holding

Funds holding: 7284 (+12)

13% more capital invested

Capital invested by funds: $618M → $699M (+$81.5M)

0.75% less ownership

Funds ownership: 82.27%81.52% (-0.75%)

Holders
84
Holders Change
+12
Holders Change %
+16.67%
% of All Funds
1.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
19
Increased
32
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$434M -$44.6M -480,510 -9%
Ameriprise
2
Ameriprise
Minnesota
$54.2M +$5.08M +54,699 +10%
LPL Financial
3
LPL Financial
California
$51.6M +$4.75M +51,165 +10%
CWAF
4
Core Wealth Advisors (Florida)
Florida
$14.2M +$14M +151,069 New
Creative Planning
5
Creative Planning
Kansas
$13.1M +$3.98M +42,932 +44%
SL
6
Systelligence LLC
Minnesota
$13M -$1.02M -10,993 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.9M +$861K +9,273 +7%
MFG
8
Marmo Financial Group
Tennessee
$12.8M +$12.7M +136,500 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$10.1M +$635K +6,845 +7%
RA
10
RFG Advisory
Alabama
$5.8M -$171K -1,847 -3%
Mariner
11
Mariner
Kansas
$5.53M +$1.17M +12,576 +27%
IWM
12
IHT Wealth Management
Illinois
$4.85M +$395K +4,259 +9%
AWM
13
Aspire Wealth Management
Massachusetts
$4.74M +$291K +3,132 +7%
CA
14
Crumly & Associates
Illinois
$4.35M -$93.5K -1,007 -2%
AWA
15
Arkadios Wealth Advisors
Georgia
$4.17M +$65.4K +705 +2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.87M +$3.33M +35,893 +670%
Bank of America
17
Bank of America
North Carolina
$3.39M -$268K -2,889 -7%
EH
18
Equitable Holdings
New York
$2.84M +$296K +3,187 +12%
XF
19
XML Financial
Maryland
$2.73M +$61.2K +659 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.68M +$2.55M +27,469 +2,446%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.59M -$147K -1,588 -5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.57M +$232K +2,501 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.55M +$437K +4,706 +21%
AWM
24
AE Wealth Management
Kansas
$2.45M +$2.43M +26,154 New
KAS
25
Kestra Advisory Services
Texas
$2.01M -$94K -1,013 -5%

ONEY Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2022, worth a combined $699M — up 13% from $618M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ONEY positions and 7 closed out — a net gain of 12 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Core Wealth Advisors (Florida), opening a new position worth an estimated $14M. The largest seller was Alaska Permanent Fund, cutting an estimated $44.6M.

  • 84 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $699M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2022 and 7 closed out, a net change of +12 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2022 was Core Wealth Advisors (Florida), an estimated $14M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2022 was Alaska Permanent Fund, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2022.