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State Street SPDR Russell 1000 Yield Focus ETF

109 hedge funds and large institutions have $644M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

4% more funds holding

Funds holding: 105109 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.43% less ownership

Funds ownership: 81.23%79.8% (-1.4%)

9% less capital invested

Capital invested by funds: $711M → $644M (-$67.3M)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
40
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$238M -$48.7M -430,642 -18%
LPL Financial
2
LPL Financial
California
$74.9M +$2.94M +26,009 +4%
Ameriprise
3
Ameriprise
Minnesota
$67.7M -$73M -645,937 -52%
KIM
4
Kestra Investment Management
Texas
$41.3M +$11.3M +99,754 +38%
Creative Planning
5
Creative Planning
Kansas
$27.9M -$517K -4,572 -2%
Mariner
6
Mariner
Kansas
$24M +$381K +3,372 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$21.8M -$457K -4,039 -2%
LGA
8
Lebenthal Global Advisors
New York
$13.1M +$26.7K +236 +0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.33M +$1.34M +11,871 +17%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.44M +$267K +2,365 +3%
MWM
11
Moulton Wealth Management
Washington
$8.2M +$22.4M +198,524 New
SPIA
12
Steward Partners Investment Advisory
New York
$6.96M +$489K +4,329 +8%
WA
13
Waverly Advisors
Alabama
$6.91M +$6.88M +60,858 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.84M -$432K -3,820 -6%
HIW
15
Holos Integrated Wealth
Pennsylvania
$5.29M -$1.37M -12,162 -21%
KWM
16
Kingsview Wealth Management
Oregon
$4.72M +$334K +2,959 +8%
PAG
17
Private Advisor Group
New Jersey
$4.69M -$339K -3,001 -7%
EH
18
Equitable Holdings
New York
$4.58M +$603K +5,336 +15%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.37M +$242K +2,145 +6%
FWM
20
FMA Wealth Management
Massachusetts
$4.34M +$8.93K +79 +0.2%
FIC
21
Family Investment Center
Missouri
$4.09M -$72.5K -641 -2%
PCA
22
Pallas Capital Advisors
Massachusetts
$3.96M -$245K -2,163 -6%
CWM
23
Collaborative Wealth Management
Florida
$3.67M +$862K +7,626 +31%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.4M -$9.72K -86 -0.3%
SAI
25
Savvy Advisors Inc
New York
$3.08M +$3.07M +27,164 New

ONEY Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2025, worth a combined $644M — down 9.5% from $711M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ONEY positions and 11 closed out — a net gain of 4 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was Moulton Wealth Management, opening a new position worth an estimated $22.4M. The largest seller was Ameriprise, cutting an estimated $73M.

  • 109 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2025, up from 105 in Q3 2025.
  • Funds reported $644M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2025, down 9.5% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2025 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2025 was Moulton Wealth Management, an estimated $22.4M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2025 was Ameriprise, an estimated $73M sold.

Based on aggregated 13F filings for Q4 2025.