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SPDR Russell 1000 Yield Focus ETF

111 hedge funds and large institutions have $727M invested in SPDR Russell 1000 Yield Focus ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
40
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$266M
Ameriprise
2
Ameriprise
Minnesota
$137M +$11.2M +103,997 +9%
KIM
3
Kestra Investment Management
Texas
$73.3M +$27.5M +252,445 +60%
LPL Financial
4
LPL Financial
California
$66.7M +$792K +7,311 +1%
Creative Planning
5
Creative Planning
Kansas
$27.2M -$322K -2,975 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$20.7M -$1.33M -12,270 -6%
Mariner
7
Mariner
Kansas
$20.4M +$1.65M +15,224 +9%
LGA
8
Lebenthal Global Advisors
New York
$12.3M -$122K -1,129 -1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.13M +$244K +2,257 +4%
HIW
10
Holos Integrated Wealth
Pennsylvania
$6.38M +$38.8K +351 +0.6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$6.28M -$133K -1,224 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.26M +$796K +7,349 +15%
SPIA
13
Steward Partners Investment Advisory
New York
$5.74M +$246K +2,273 +4%
PAG
14
Private Advisor Group
New Jersey
$4.82M -$292K -2,694 -6%
FWM
15
FMA Wealth Management
Massachusetts
$4.07M +$92.9K +858 +2%
PCA
16
Pallas Capital Advisors
Massachusetts
$4.04M +$144K +1,328 +4%
KWM
17
Kingsview Wealth Management
Oregon
$4M +$203K +1,874 +5%
FIC
18
Family Investment Center
Missouri
$3.97M +$106K +975 +3%
EH
19
Equitable Holdings
New York
$3.46M +$514K +4,744 +17%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.66M -$122K -1,125 -4%
CWM
21
Collaborative Wealth Management
Florida
$2.61M +$179K +1,653 +7%
Bank of America
22
Bank of America
North Carolina
$2.61M -$4.66K -43 -0.2%
Goldman Sachs
23
Goldman Sachs
New York
$1.94M +$1.94M +17,877 New
LIM
24
Leavell Investment Management
Alabama
$1.86M +$15.7K +145 +0.9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.84M +$28K +259 +2%