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State Street SPDR Russell 1000 Yield Focus ETF
ONEY

102 hedge funds and large institutions have $649M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

9% more capital invested

Capital invested by funds: $597M → $649M (+$51.9M)

6% more funds holding

Funds holding: 96 → 102 (+6)

1.72% more ownership

Funds ownership: 77.22% → 78.94% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
40
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Pallas Capital Advisors
Massachusetts
+$3.44M
2
FIC
Family Investment Center
Missouri
+$3.29M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.73M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.71M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.63M

Top Sellers

1
CIA
Concurrent Investment Advisors
Florida
-$3.96M
2
IWM
IHT Wealth Management
Illinois
-$3.92M
3
AWM
Aspire Wealth Management
Massachusetts
-$2.37M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.55M
5
CFGS
Concourse Financial Group Securities
Alabama
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$360M – – –
LPL Financial
2
LPL Financial
California
$65M -$434K -4,284 -0.7%
Ameriprise
3
Ameriprise
Minnesota
$48.4M -$1.18M -11,629 -3%
Creative Planning
4
Creative Planning
Kansas
$26.8M +$1.5M +14,795 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.5M +$1.01M +9,993 +6%
AT
6
Arden Trust
Delaware
$14.6M +$70.5K +696 +0.5%
Mariner
7
Mariner
Kansas
$14.2M +$1.1M +10,873 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.92M +$410K +4,046 +5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$6.18M -$1.55M -15,354 -21%
PAG
10
Private Advisor Group
New Jersey
$6.1M +$563K +5,558 +11%
RJA
11
Raymond James & Associates
Florida
$5.86M +$406K +4,007 +8%
AWA
12
Arkadios Wealth Advisors
Georgia
$5.33M -$117K -1,158 -2%
Bank of America
13
Bank of America
North Carolina
$4.17M +$439K +4,338 +13%
PCA
14
Pallas Capital Advisors
Massachusetts
$3.69M +$3.44M +33,971 New
FIC
15
Family Investment Center
Missouri
$3.53M +$3.29M +32,498 New
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.67M -$85.6K -845 -3%
AWM
17
Aspire Wealth Management
Massachusetts
$2.66M -$2.37M -23,370 -49%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.61M +$1.71M +16,934 +239%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.48M +$115K +1,138 +5%
CWM
20
Collaborative Wealth Management
Florida
$2.37M +$131K +1,289 +6%
IWM
21
IHT Wealth Management
Illinois
$2.33M -$3.92M -38,736 -64%
EH
22
Equitable Holdings
New York
$2.3M +$34.9K +345 +2%
CA
23
Crumly & Associates
Illinois
$2.17M -$128K -1,267 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$1.86M +$1.73M +17,132 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.75M +$1.63M +16,096 New
1
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ONEY Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q1 2024, worth a combined $649M — up 8.7% from $597M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ONEY positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Pallas Capital Advisors, opening a new position worth an estimated $3.44M. The largest seller was Concurrent Investment Advisors, cutting an estimated $3.96M.

  • 102 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q1 2024, up from 96 in Q4 2023.
  • Funds reported $649M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q1 2024 and 10 closed out, a net change of +6 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q1 2024 was Pallas Capital Advisors, an estimated $3.44M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q1 2024 was Concurrent Investment Advisors, an estimated $3.96M sold.

Based on aggregated 13F filings for Q1 2024.