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SPDR Russell 1000 Yield Focus ETF (ONEY) Institutional Ownership

SPDR Russell 1000 Yield Focus ETF logo
$111.22 +0.19 (+0.17%)
As of 02/4/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Russell 1000 Yield Focus ETF (NYSEARCA:ONEY)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$226.15M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$118.78M
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ONEY Institutional Buying and Selling by Quarter

SPDR Russell 1000 Yield Focus ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/4/2025Portland Financial Advisors Inc3,280$357K1.0%N/A0.044%
2/4/2025World Equity Group Inc.6,126$667K0.1%+100.3%0.081%
2/4/2025Lutz Financial Services LLC3,342$364K0.0%N/A0.044%
2/3/2025 Indie Asset Partners LLC4,320$470K0.4%+12.3%0.057%
2/3/2025 Crumly & Associates Inc.13,924$1.52M0.4%-1.6%0.185%
2/3/2025 Concurrent Investment Advisors LLC3,156$344K0.0%-19.8%0.042%
2/3/2025 FMA Wealth Management LLC36,530$3.98M3.0%+1.1%0.484%
2/3/2025 Private Advisor Group LLC46,212$5.03M0.0%-3.9%0.613%
1/31/2025 Global Retirement Partners LLC9,947$1.08M0.0%-4.9%0.132%
1/31/2025 Kestra Investment Management LLC67,339$7.33M0.3%+0.5%0.893%
1/31/2025 Truist Financial Corp4,540$494K0.0%+24.3%0.060%
1/30/2025 Strategic Financial Concepts LLC9,926$1.08M0.0%+29.3%0.132%
1/29/2025 Gladstone Institutional Advisory LLC3,269$356K0.0%+3.3%0.043%
1/29/2025 Leavell Investment Management Inc.16,499$1.80M0.1%+2.8%0.219%
1/29/2025 Sovran Advisors LLC4,511$495K0.1%N/A0.060%
1/29/2025 Bonfire Financial16,810$1.83M1.7%N/A0.223%
1/29/2025 Essex Financial Services Inc.7,526$819K0.1%-7.4%0.100%
1/29/2025 Cornerstone Planning Group LLC2,586$293K0.1%+7.0%0.034%
1/28/2025 Kingsview Wealth Management LLC29,742$3.24M0.1%+12.9%0.394%
1/28/2025 Strategic Financial Concepts LLC840,577$91.51M0.2%+10,847.9%11.148%
1/22/2025 Lebenthal Global Advisors LLC111,316$12.12M2.2%N/A1.476%
1/22/2025 Capital Asset Advisory Services LLC11,262$1.23M0.1%+8.9%0.149%
1/21/2025 Precedent Wealth Partners LLC7,268$791K0.3%+2.1%0.096%
1/21/2025 Rodgers & Associates LTD2,041$222K0.0%-13.6%0.027%
1/21/2025 Cornerstone Wealth Management LLC2,031$221K0.0%N/A0.027%
1/17/2025 IVC Wealth Advisors LLC2,900$316K0.2%+4.9%0.038%
1/15/2025 RDA Financial Network2,176$237K0.1%+14.5%0.029%
1/14/2025 Alaska Permanent Fund Corp2,420,919$263.55M3.9%-26.9%32.108%
1/13/2025 Pallas Capital Advisors LLC36,245$3.95M0.2%-2.2%0.481%
1/13/2025 Horizon Wealth Management LLC13,683$1.49M0.3%+19.7%0.181%
11/15/2024MML Investors Services LLC2,619$294K0.0%-12.6%0.035%
11/15/2024IHT Wealth Management LLC19,339$2.17M0.1%+30.7%0.256%
11/15/2024Integrated Wealth Concepts LLC4,074$457K0.0%-9.7%0.054%
11/15/2024 Kestra Investment Management LLC67,027$7.52M0.3%-54.2%0.889%
11/12/2024 Kingsview Wealth Management LLC26,333$2.95M0.1%+20.6%0.349%
11/6/2024Main Street Financial Solutions LLC2,122$238K0.0%-8.6%0.028%
11/4/2024Axxcess Wealth Management LLC10,257$1.15M0.0%+6.0%0.136%
11/1/2024 Crumly & Associates Inc.14,155$1.59M0.4%-9.0%0.188%
11/1/2024 Leavell Investment Management Inc.16,050$1.80M0.1%+3.5%0.213%
11/1/2024Aspire Wealth Management Corp8,392$941K0.5%-37.7%0.111%
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10/31/2024 Concurrent Investment Advisors LLC3,933$441K0.0%-18.1%0.052%
10/30/2024World Equity Group Inc.3,058$343K0.1%+21.2%0.041%
10/29/2024 Indie Asset Partners LLC3,846$431K0.3%+16.0%0.051%
10/25/2024 Financial Advocates Investment Management6,168$692K0.0%-15.9%0.082%
10/25/2024 Pallas Capital Advisors LLC37,062$4.13M0.2%+3.0%0.492%
10/24/2024 Family Investment Center Inc.35,117$3.94M1.0%-0.4%0.466%
10/22/2024 McAdam LLC3,039$341K0.0%+19.4%0.040%
10/22/2024 Private Advisor Group LLC48,104$5.40M0.0%-8.0%0.638%
10/21/2024Venture Visionary Partners LLC8,533$957K0.0%+36.4%0.113%
10/19/2024 Brown Lisle Cummings Inc.6,805$763K0.2%-7.9%0.090%
10/18/2024Raymond James & Associates56,119$6.29M0.0%+1.6%0.744%
10/18/2024 Precedent Wealth Partners LLC7,120$799K0.3%+207.4%0.094%
10/16/2024 Global Retirement Partners LLC10,460$1.17M0.0%+1.8%0.139%
10/16/2024 Horizon Wealth Management LLC11,428$1.28M0.3%+2.1%0.152%
10/15/2024 FMA Wealth Management LLC36,149$4.05M2.9%+194.2%0.479%
10/11/2024Creative Planning256,939$28.82M0.0%+3.1%3.408%
10/8/2024 Dynamic Advisor Solutions LLC1,892$212K0.0%-20.0%0.025%
8/30/2024Creekside Partners5,707$592K0.3%N/A0.076%
8/28/2024 Kestra Investment Management LLC146,290$15.18M1.0%N/A1.940%
8/22/2024Cetera Investment Advisers26,548$2.75M0.0%+10.5%0.352%
8/21/2024 Truist Financial Corp4,637$481K0.0%-45.1%0.061%
8/16/2024Northwestern Mutual Wealth Management Co.56,549$5.87M0.0%-0.6%0.750%
8/16/2024Creative Planning249,144$25.85M0.0%+1.1%3.304%
8/13/2024Thrivent Financial for Lutherans13,828$1.44M0.0%-14.1%0.183%
8/10/2024Axxcess Wealth Management LLC9,675$1.00M0.0%+10.4%0.128%
8/9/2024Collaborative Wealth Managment Inc.21,552$2.24M1.1%-1.1%0.286%
8/8/2024Envestnet Asset Management Inc.78,116$8.10M0.0%-4.9%1.036%
8/8/2024Thoroughbred Financial Services LLC2,500$259K0.0%+4.8%0.033%
8/8/2024LPL Financial LLC595,507$61.78M0.0%-0.4%7.898%
8/6/2024 Strategic Financial Concepts LLC790,022$81.96M0.3%+9,541.5%10.478%
8/5/2024 Private Advisor Group LLC52,311$5.43M0.0%-6.8%0.694%
8/3/2024 Crumly & Associates Inc.15,560$1.61M0.5%-22.0%0.206%
8/1/2024Family Asset Management LLC443$46K0.0%N/A0.006%
7/31/2024 Essex Financial Services Inc.7,841$813K0.0%+48.9%0.104%
7/31/2024Commonwealth Equity Services LLC17,993$1.87M0.0%-21.3%0.239%
7/31/2024 Concurrent Investment Advisors LLC4,802$498K0.0%-10.2%0.064%
7/29/2024 Financial Advocates Investment Management7,338$761K0.0%-3.9%0.097%
7/25/2024First Heartland Consultants Inc.2,929$304K0.0%N/A0.039%
7/24/2024 McAdam LLC2,546$264K0.0%+22.5%0.034%
7/23/2024 Precedent Wealth Partners LLC2,316$240K0.1%N/A0.031%
7/22/2024 Pallas Capital Advisors LLC35,972$3.91M0.2%+5.9%0.477%
7/22/2024 Horizon Wealth Management LLC11,195$1.16M0.3%+5.3%0.148%
7/20/2024Raymond James Financial Services Advisors Inc.171,251$17.77M0.0%+0.6%2.271%
7/19/2024 Family Investment Center Inc.35,262$3.66M1.1%+8.5%0.468%
7/19/2024Raymond James & Associates55,234$5.73M0.0%+2.4%0.733%
7/19/2024 FMA Wealth Management LLC12,288$1.28M1.0%+16.9%0.163%
7/19/2024World Equity Group Inc.2,524$262K0.1%+32.7%0.033%
7/18/2024Triad Wealth Partners LLC3,866$401K0.2%N/A0.051%
7/17/2024 Galvin Gaustad & Stein LLC3,062$318K0.0%-7.5%0.041%
7/15/2024 Dynamic Advisor Solutions LLC2,365$245K0.0%-22.9%0.031%
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7/15/2024 Fifth Third Securities Inc.9,027$936K0.1%+22.8%0.120%
7/9/2024Arden Trust Co133,021$13.80M1.9%-1.0%1.764%
5/24/2024Cetera Advisors LLC1,998$217K0.0%N/A0.026%
5/24/2024Cetera Investment Advisers24,018$2.61M0.0%+239.0%0.319%
5/14/2024Axxcess Wealth Management LLC8,767$953K0.0%+10.2%0.116%
5/10/2024 Rodgers & Associates LTD3,588$390K0.1%+10.8%0.048%
5/9/2024 Kingsview Wealth Management LLC14,939$1.62M0.0%+29.7%0.198%
5/8/2024Avantax Advisory Services Inc.8,922$969K0.0%+10.2%0.118%
5/8/2024Thoroughbred Financial Services LLC2,386$259K0.0%-3.8%0.032%
5/7/2024 Concurrent Investment Advisors LLC5,345$581K0.0%-88.0%0.071%
(Data available from 1/1/2016 forward)

ONEY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ONEY shares?

During the previous two years, 102 institutional investors and hedge funds held shares of SPDR Russell 1000 Yield Focus ETF. The most heavily invested institutionals were Alaska Permanent Fund Corp ($263.55M), LPL Financial LLC ($61.78M), Ameriprise Financial Inc. ($59.85M), Creative Planning ($28.82M), Raymond James Financial Services Advisors Inc. ($17.77M), Arden Trust Co ($13.80M), and Marmo Financial Group LLC ($12.79M).Learn more on ONEY's institutional investors.

Which institutional investors have been buying SPDR Russell 1000 Yield Focus ETF stock?

Of the 91 institutional investors that purchased SPDR Russell 1000 Yield Focus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Permanent Fund Corp ($3.31M), Strategic Financial Concepts LLC ($1.63M), Kestra Investment Management LLC ($146.60K), Systelligence LLC ($138.69K), Marmo Financial Group LLC ($136.50K), Arden Trust Co ($134.39K), and LPL Financial LLC ($124.88K).

How much institutional buying is happening at SPDR Russell 1000 Yield Focus ETF?

Institutional investors have bought a total of 6,563,724 shares in the last 24 months. This purchase volume represents approximately $647.59M in transactions.

Which SPDR Russell 1000 Yield Focus ETF major shareholders have been selling company stock?

Of the 48 institutional investors that sold SPDR Russell 1000 Yield Focus ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alaska Permanent Fund Corp ($1.37M), Systelligence LLC ($171.80K), Kestra Investment Management LLC ($79.26K), RFG Advisory LLC ($58.33K), Crumly & Associates Inc. ($45.12K), Concurrent Investment Advisors LLC ($41.33K), and Envestnet Asset Management Inc. ($37.73K).

How much institutional selling is happening at SPDR Russell 1000 Yield Focus ETF?

Institutional investors have sold a total of 1,996,620 shares in the last 24 months. This volume of shares sold represents approximately $203.37M in transactions.



This page (NYSEARCA:ONEY) was last updated on 2/5/2025 by MarketBeat.com Staff
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