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State Street SPDR Russell 1000 Yield Focus ETF

104 hedge funds and large institutions have $655M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

12.7% more ownership

Funds ownership: 78.94%91.64% (+13%)

2% more funds holding

Funds holding: 102104 (+2)

1% more capital invested

Capital invested by funds: $649M → $655M (+$5.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
36
Reduced
38
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$363M
LPL Financial
2
LPL Financial
California
$61.8M -$277K -2,635 -0.4%
Ameriprise
3
Ameriprise
Minnesota
$58.6M +$12.6M +119,715 +27%
Creative Planning
4
Creative Planning
Kansas
$25.8M +$280K +2,665 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.8M +$112K +1,064 +0.6%
KIM
6
Kestra Investment Management
Texas
$15.2M +$15.4M +146,290 New
Mariner
7
Mariner
Kansas
$15M +$1.46M +13,891 +11%
AT
8
Arden Trust
Delaware
$13.8M -$144K -1,367 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.1M -$422K -4,012 -5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$5.87M -$34.4K -327 -0.6%
RJA
11
Raymond James & Associates
Florida
$5.73M +$136K +1,291 +2%
PAG
12
Private Advisor Group
New Jersey
$5.43M -$402K -3,816 -7%
PCA
13
Pallas Capital Advisors
Massachusetts
$3.91M +$211K +2,001 +6%
FIC
14
Family Investment Center
Missouri
$3.66M +$291K +2,764 +9%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.75M +$266K +2,530 +11%
Bank of America
16
Bank of America
North Carolina
$2.45M -$1.55M -14,746 -38%
KWM
17
Kingsview Wealth Management
Oregon
$2.27M +$726K +6,899 +46%
CWM
18
Collaborative Wealth Management
Florida
$2.24M -$25.3K -240 -1%
EH
19
Equitable Holdings
New York
$2.04M -$164K -1,557 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.87M -$511K -4,860 -21%
CA
21
Crumly & Associates
Illinois
$1.61M -$462K -4,388 -22%
LIM
22
Leavell Investment Management
Alabama
$1.61M +$1.05K +10 +0.1%
IWM
23
IHT Wealth Management
Illinois
$1.53M -$700K -6,648 -31%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.44M -$239K -2,268 -14%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.4M +$395K +3,751 +38%

ONEY Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q2 2024, worth a combined $655M — up 0.91% from $649M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ONEY positions and 5 closed out — a net gain of 4 holders — while 36 added to existing stakes and 38 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $82.3M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $5.33M sold.

  • 104 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $655M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q2 2024, up 0.91% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $82.3M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $5.33M sold.

Based on aggregated 13F filings for Q2 2024.