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State Street SPDR Russell 1000 Yield Focus ETF
ONEY

101 hedge funds and large institutions have $676M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

3% more capital invested

Capital invested by funds: $655M → $676M (+$20.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 104 → 101 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

12.45% less ownership

Funds ownership: 91.64% → 79.18% (-12%)

Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
44
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.95M
2
FWM
FMA Wealth Management
Massachusetts
+$2.58M
3
Mariner
Mariner
Kansas
+$1.17M
4
Creative Planning
Creative Planning
Kansas
+$844K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$797K

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$84.7M
2
KIM
Kestra Investment Management
Texas
-$8.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
4
AWM
Aspire Wealth Management
Massachusetts
-$549K
5
KAS
Kestra Advisory Services
Texas
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$372M – – –
Ameriprise
2
Ameriprise
Minnesota
$70.5M +$6.95M +64,160 +11%
LPL Financial
3
LPL Financial
California
$66.8M +$8.66K +80 +0%
Creative Planning
4
Creative Planning
Kansas
$28.8M +$844K +7,795 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20M +$797K +7,355 +4%
Mariner
6
Mariner
Kansas
$17.5M +$1.17M +10,830 +7%
KIM
7
Kestra Investment Management
Texas
$7.52M -$8.59M -79,263 -54%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.31M -$1.4M -12,928 -17%
RJA
9
Raymond James & Associates
Florida
$6.29M +$95.9K +885 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.01M -$316K -2,921 -5%
PAG
11
Private Advisor Group
New Jersey
$5.4M -$456K -4,207 -8%
PCA
12
Pallas Capital Advisors
Massachusetts
$4.13M +$118K +1,090 +3%
FWM
13
FMA Wealth Management
Massachusetts
$4.05M +$2.58M +23,861 +194%
FIC
14
Family Investment Center
Missouri
$3.94M -$15.7K -145 -0.4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.74M +$732K +6,754 +25%
KWM
16
Kingsview Wealth Management
Oregon
$2.95M +$487K +4,495 +21%
CWM
17
Collaborative Wealth Management
Florida
$2.4M -$12.3K -114 -0.5%
Bank of America
18
Bank of America
North Carolina
$2.35M -$291K -2,685 -11%
EH
19
Equitable Holdings
New York
$2.35M +$144K +1,328 +7%
IWM
20
IHT Wealth Management
Illinois
$2.17M +$493K +4,548 +31%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.9M -$116K -1,072 -6%
LIM
22
Leavell Investment Management
Alabama
$1.8M +$59.6K +550 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.64M +$121K +1,116 +8%
CA
24
Crumly & Associates
Illinois
$1.59M -$152K -1,405 -9%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.55M +$3.57K +33 +0.2%
1
2 3 4 5

ONEY Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q3 2024, worth a combined $676M — up 3.1% from $655M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ONEY and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 44 added.

The largest buyer was Ameriprise, adding an estimated $6.95M. The largest seller was Strategic Financial Concepts, cutting an estimated $84.7M.

  • 101 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q3 2024, down from 104 in Q2 2024.
  • Funds reported $676M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q3 2024 was Ameriprise, an estimated $6.95M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2024.