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SPDR Russell 1000 Yield Focus ETF
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Overview Fund Activity

101 hedge funds and large institutions have $676M invested in SPDR Russell 1000 Yield Focus ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
44
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$70.5M
2
FWM
2
FMA Wealth Management
Massachusetts
$4.05M
3
Mariner
3
Mariner
Kansas
$17.5M
4
Creative Planning
4
Creative Planning
Kansas
$28.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$861K
2
KIM
2
Kestra Investment Management
Texas
$7.52M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.31M
4
AWM
4
Aspire Wealth Management
Massachusetts
$941K
5
KAS
5
Kestra Advisory Services
Texas
$236K
Name Market Value Shares Shares
Change 		Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$372M 3,312,764 – –
Ameriprise
2
Ameriprise
Minnesota
$70.5M 628,792 +64,160 +11%
LPL Financial
3
LPL Financial
California
$66.8M 595,587 +80 +0%
Creative Planning
4
Creative Planning
Kansas
$28.8M 256,939 +7,795 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20M 178,606 +7,355 +4%
Mariner
6
Mariner
Kansas
$17.5M 155,711 +10,830 +7%
KIM
7
Kestra Investment Management
Texas
$7.52M 67,027 -79,263 -54%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.31M 65,188 -12,928 -17%
RJA
9
Raymond James & Associates
Florida
$6.29M 56,119 +885 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.01M 53,628 -2,921 -5%
PAG
11
Private Advisor Group
New Jersey
$5.4M 48,104 -4,207 -8%
PCA
12
Pallas Capital Advisors
Massachusetts
$4.13M 37,062 +1,090 +3%
FWM
13
FMA Wealth Management
Massachusetts
$4.05M 36,149 +23,861 +194%
FIC
14
Family Investment Center
Missouri
$3.94M 35,117 -145 -0.4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.74M 33,302 +6,754 +25%
KWM
16
Kingsview Wealth Management
Oregon
$2.95M 26,333 +4,495 +21%
CWM
17
Collaborative Wealth Management
Florida
$2.4M 21,438 -114 -0.5%
Bank of America
18
Bank of America
North Carolina
$2.35M 20,968 -2,685 -11%
EH
19
Equitable Holdings
New York
$2.35M 20,954 +1,328 +7%
IWM
20
IHT Wealth Management
Illinois
$2.17M 19,339 +4,548 +31%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.9M 16,921 -1,072 -6%
LIM
22
Leavell Investment Management
Alabama
$1.8M 16,050 +550 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.64M 14,644 +1,116 +8%
CA
24
Crumly & Associates
Illinois
$1.59M 14,155 -1,405 -9%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.56M 13,861 +33 +0.2%
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