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SPDR Russell 1000 Yield Focus ETF

114 hedge funds and large institutions have $677M invested in SPDR Russell 1000 Yield Focus ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
44
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$252M
Ameriprise
2
Ameriprise
Minnesota
$127M +$43.2M +394,960 +51%
LPL Financial
3
LPL Financial
California
$66.5M -$1.16M -10,592 -2%
KIM
4
Kestra Investment Management
Texas
$46M +$38.6M +353,776 +525%
Creative Planning
5
Creative Planning
Kansas
$27.8M -$291K -2,666 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$22.3M -$166K -1,524 -0.7%
Mariner
7
Mariner
Kansas
$18.9M +$1.21M +11,074 +7%
LGA
8
Lebenthal Global Advisors
New York
$12.5M +$354K +3,242 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.95M +$1.66M +15,205 +31%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.47M +$344K +3,149 +6%
HIW
11
Holos Integrated Wealth
Pennsylvania
$6.27M +$884K +8,093 +16%
SPIA
12
Steward Partners Investment Advisory
New York
$5.54M +$3.86M +35,381 +230%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.51M -$113K -1,035 -2%
PAG
14
Private Advisor Group
New Jersey
$5.16M +$114K +1,043 +2%
FWM
15
FMA Wealth Management
Massachusetts
$4.13M +$23.2K +206 +0.6%
PCA
16
Pallas Capital Advisors
Massachusetts
$3.93M -$27.7K -254 -0.7%
FIC
17
Family Investment Center
Missouri
$3.9M +$60.3K +552 +2%
KWM
18
Kingsview Wealth Management
Oregon
$3.83M +$578K +5,288 +18%
EH
19
Equitable Holdings
New York
$2.97M +$449K +4,112 +18%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.8M -$1.18M -10,799 -30%
Bank of America
21
Bank of America
North Carolina
$2.63M +$221K +2,026 +9%
CWM
22
Collaborative Wealth Management
Florida
$2.46M +$85.3K +781 +4%
IWM
23
IHT Wealth Management
Illinois
$2.03M -$138K -1,266 -6%
LIM
24
Leavell Investment Management
Alabama
$1.86M +$54.6K +500 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.83M -$13.8K -126 -0.7%