We are live on ! Find out more
ONEY icon

State Street SPDR Russell 1000 Yield Focus ETF

96 hedge funds and large institutions have $597M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

12% more funds holding

Funds holding: 8696 (+10)

6% more capital invested

Capital invested by funds: $564M → $597M (+$33.2M)

0.07% more ownership

Funds ownership: 77.15%77.22% (+0.07%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
35
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$334M
LPL Financial
2
LPL Financial
California
$60.7M +$1.09M +11,711 +2%
Ameriprise
3
Ameriprise
Minnesota
$46.1M -$18.4M -198,269 -30%
Creative Planning
4
Creative Planning
Kansas
$23.3M +$857K +9,209 +4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.1M +$1.09M +11,697 +8%
AT
6
Arden Trust
Delaware
$13.5M +$1.2M +12,847 +11%
Mariner
7
Mariner
Kansas
$12.1M +$1.57M +16,910 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.86M +$78.3K +842 +1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$7.28M -$1.1M -11,808 -14%
IWM
10
IHT Wealth Management
Illinois
$6.06M +$233K +2,504 +4%
PAG
11
Private Advisor Group
New Jersey
$5.09M +$236K +2,537 +5%
AWA
12
Arkadios Wealth Advisors
Georgia
$5.06M -$98.5K -1,059 -2%
RJA
13
Raymond James & Associates
Florida
$5.03M +$119K +1,279 +3%
AWM
14
Aspire Wealth Management
Massachusetts
$4.82M -$384K -4,127 -8%
CIA
15
Concurrent Investment Advisors
Florida
$4.48M +$4.14M +44,485 New
Bank of America
16
Bank of America
North Carolina
$3.43M +$309K +3,322 +11%
IWC
17
Integrated Wealth Concepts
Massachusetts
$2.56M +$62.7K +674 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.19M -$218K -2,339 -10%
CA
19
Crumly & Associates
Illinois
$2.14M -$1.86M -20,018 -49%
EH
20
Equitable Holdings
New York
$2.1M -$641K -6,895 -25%
CWM
21
Collaborative Wealth Management
Florida
$2.07M -$99.2K -1,066 -5%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.75M +$162K +1,737 +11%
LIM
23
Leavell Investment Management
Alabama
$1.53M +$1.49K +16 +0.1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.41M +$19.3K +207 +1%
CAN
25
Cetera Advisor Networks
California
$1.4M +$7.07K +76 +0.6%

ONEY Hedge Fund Activity: Q4 2023 in Review

96 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2023, worth a combined $597M — up 5.9% from $564M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ONEY positions and 7 closed out — a net gain of 10 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Mariner, adding an estimated $1.57M. The largest seller was Ameriprise, cutting an estimated $18.4M.

  • 96 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $597M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2023, up 5.9% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2023 and 7 closed out, a net change of +10 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2023 was Mariner, an estimated $1.57M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2023 was Ameriprise, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2023.