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SPDR Russell 1000 Yield Focus ETF (ONEY) Institutional Ownership

SPDR Russell 1000 Yield Focus ETF logo
$125.74 +1.27 (+1.02%)
As of 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)
65
Total
Institutional Inflows
(last 12 months)
$169.38M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$37.69M
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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
5/5/2026Bank of New York Mellon Corp6,540$785K0.0%+18.9%0.097%
5/5/2026IMC Chicago LLC2,225$267K0.0%N/A0.033%
5/5/2026Collaborative Wealth Managment Inc.37,858$4.55M2.1%+17.1%0.563%
5/2/2026 Valmark Advisers Inc.3,619$434K0.0%+3.2%0.054%
4/30/2026 Kestra Advisory Services LLC18,831$2.26M0.0%+261.8%0.280%
4/27/2026 World Investment Advisors2,763$332K0.0%+7.1%0.041%
4/27/2026 Private Advisor Group LLC13,185$1.58M0.0%-68.0%0.196%
4/24/2026 Root Financial Partners LLC537$64K0.0%N/A0.008%
4/24/2026 Horizon Wealth Management LLC12,035$1.45M0.2%+2.8%0.179%
4/24/2026 Family Investment Center Inc.35,905$4.31M0.8%-0.4%0.534%
4/17/2026 XML Financial LLC2,510$301K0.0%-8.1%0.036%
3/13/2026 World Investment Advisors2,581$293K0.0%N/A0.038%
2/18/2026Garton & Associates Financial Advisors LLC1,210$137K0.1%N/A0.018%
2/18/2026IHT Wealth Management LLC20,049$2.28M0.1%-9.5%0.291%
2/17/2026Cetera Investment Advisers38,491$4.37M0.0%+5.9%0.559%
2/17/2026Equitable Holdings Inc.40,342$4.58M0.0%+15.2%0.586%
2/17/2026Osaic Holdings Inc.29,920$3.40M0.0%-0.3%0.435%
2/17/2026 Private Advisor Group LLC41,264$4.69M0.0%-6.8%0.600%
2/17/2026Berkshire Asset Management LLC PA2,000$227K0.0%N/A0.029%
2/16/2026 MML Investors Services LLC2,141$243K0.0%-5.0%0.031%
2/16/2026Mariner LLC211,622$24.03M0.0%+1.6%3.076%
2/13/2026 Kestra Advisory Services LLC5,205$591K0.0%+107.3%0.076%
2/13/2026Ally Invest Advisors Inc.3,045$346K0.0%+29.4%0.044%
2/13/2026Wells Fargo & Company MN4,239$481K0.0%+15.2%0.062%
2/12/2026 Commonwealth Equity Services LLC6,079$690K0.0%-63.7%0.088%
2/12/2026Steward Partners Investment Advisory LLC61,294$6.96M0.0%+7.6%0.891%
2/11/2026Capital Analysts LLC13,179$1.50M0.0%+11.1%0.192%
2/11/2026LPL Financial LLC659,505$74.89M0.0%+4.1%9.586%
2/11/2026 XML Financial LLC2,730$310K0.0%+8.2%0.040%
2/10/2026Goldman Sachs Group Inc.2,324$264K0.0%N/A0.034%
2/10/2026 Essex Financial Services Inc.7,391$839K0.0%+2.1%0.107%
2/10/2026Northwestern Mutual Wealth Management Co.60,250$6.84M0.0%-6.0%0.876%
2/10/2026Constant Guidance Financial LLC6,492$737K0.5%N/A0.094%
2/10/2026Thoroughbred Financial Services LLC2,974$337K0.0%-2.7%0.043%
2/9/2026Kingsview Wealth Management LLC41,602$4.72M0.1%+7.7%0.605%
2/9/2026Collaborative Wealth Managment Inc.32,325$3.67M1.3%+30.9%0.470%
2/9/2026Kestra Investment Management LLC363,542$41.28M1.0%+37.8%5.284%
2/9/2026Strategic Financial Concepts LLC1,933$220K0.2%N/A0.028%
2/9/2026 Pathfinder Wealth Consulting Inc.9,472$1.08M0.7%N/A0.138%
2/6/2026Global Retirement Partners LLC4,824$548K0.0%-51.7%0.070%
2/5/2026 Thrivent Financial for Lutherans17,182$1.97M0.0%+1.1%0.250%
2/4/2026 World Investment Advisors2,581$293K0.0%N/A0.038%
2/4/2026 Horizon Wealth Management LLC11,710$1.33M0.2%+5.8%0.170%
2/2/2026Cornerstone Planning Group LLC3,156$377K0.1%+120.9%0.046%
1/28/2026Lebenthal Global Advisors LLC115,391$13.10M2.0%+0.2%1.672%
1/27/2026Bonfire Financial11,416$1.30M1.0%-10.7%0.165%
1/26/2026CWM LLC218$25K0.0%-55.6%0.003%
1/26/2026 Valmark Advisers Inc.3,506$398K0.0%+47.4%0.051%
1/23/2026 Farther Finance Advisors LLC3,900$443K0.0%-2.6%0.057%
1/23/2026 Fifth Third Securities Inc.10,574$1.20M0.1%+1.1%0.153%
1/23/2026 Brown Lisle Cummings Inc.4,925$559K0.1%-27.6%0.071%
1/23/2026 Family Investment Center Inc.36,060$4.10M0.8%-1.7%0.523%
1/21/2026 Sound Income Strategies LLC303$36K0.0%N/A0.004%
1/20/2026Savvy Advisors Inc.27,164$3.09M0.1%N/A0.394%
1/14/2026 Meriwether Wealth & Planning LLC1,941$220K0.1%-15.1%0.027%
1/14/2026 Pallas Capital Advisors LLC34,880$3.96M0.1%-5.8%0.491%
1/13/2026 Moulton Wealth Management Inc.198,524$22.55M15.6%N/A2.788%
1/12/2026World Equity Group Inc.3,764$427K0.1%+4.5%0.053%
1/8/2026 Wealth Enhancement Advisory Services LLC3,441$403K0.0%+18.2%0.048%
1/7/2026 Precedent Wealth Partners LLC12,847$1.46M0.3%+1.7%0.180%
1/5/2026 Holos Integrated Wealth LLC45,987$5.29M3.0%N/A0.645%
12/2/2025Allworth Financial LP429$49K0.0%N/A0.006%
11/17/2025 FMA Wealth Management LLC38,174$4.32M3.0%+1.5%0.522%
11/17/2025Kestra Investment Management LLC263,788$29.85M0.8%+4.5%3.604%
11/17/2025Susquehanna International Group LLP3,606$408K0.0%-72.9%0.049%
11/17/2025Northwestern Mutual Wealth Management Co.64,070$7.25M0.0%+10.4%0.875%
11/17/2025Mariner LLC208,250$23.57M0.0%+10.5%2.845%
11/17/2025Integrated Wealth Concepts LLC4,022$455K0.0%-2.5%0.055%
11/17/2025Bank of America Corp DE24,714$2.80M0.0%+2.6%0.338%
11/17/2025Ameriprise Financial Inc.1,242,222$140.53M0.0%-2.2%16.970%
11/14/2025Creative Planning249,889$28.28M0.0%-0.6%3.414%
11/14/2025Raymond James Financial Inc.196,311$22.21M0.0%+2.5%2.682%
11/14/2025Equitable Holdings Inc.35,006$3.96M0.0%+9.5%0.478%
11/14/2025Newbridge Financial Services Group Inc.320$36K0.0%-49.6%0.004%
11/13/2025 Private Advisor Group LLC44,265$5.01M0.0%-0.7%0.605%
11/13/2025CoreFirst Bank & Trust9,999$1.13M0.6%-9.6%0.137%
11/12/2025Kingsview Wealth Management LLC38,643$4.37M0.1%+4.7%0.528%
11/12/2025Bonfire Financial12,789$1.45M1.1%-13.7%0.175%
11/10/2025Thoroughbred Financial Services LLC3,058$346K0.0%-28.2%0.042%
11/7/2025Collaborative Wealth Managment Inc.24,699$2.80M1.1%+2.3%0.337%
11/7/2025 Pallas Capital Advisors LLC37,043$4.19M0.2%-0.7%0.506%
11/6/2025 Horizon Wealth Management LLC11,072$1.25M0.2%+13.3%0.151%
11/5/2025 Envestnet Asset Management Inc.70,256$7.95M0.0%+21.6%0.960%
11/4/2025Cornerstone Planning Group LLC1,429$162K0.0%-48.4%0.020%
11/4/2025Jones Financial Companies Lllp13,325$1.51M0.0%+40.2%0.182%
11/4/2025Lebenthal Global Advisors LLC115,155$13.03M2.3%+1.5%1.573%
11/4/2025 Thrivent Financial for Lutherans17,001$1.92M0.0%N/A0.232%
11/3/2025GPS Wealth Strategies Group LLC936$106K0.0%+249.3%0.013%
11/3/2025 Truist Financial Corp3,804$430K0.0%+31.8%0.052%
10/31/2025Orion Capital Management LLC546$62K0.0%N/A0.007%
10/29/2025McAdam LLC2,620$297K0.0%-5.2%0.036%
10/29/2025 Wealth Enhancement Advisory Services LLC2,911$330K0.0%+7.3%0.040%
10/28/2025Leavell Investment Management Inc.15,884$1.80M0.1%-7.3%0.218%
10/27/2025 Bogart Wealth LLC1,004$114K0.0%-9.1%0.014%
10/24/2025World Equity Group Inc.3,601$407K0.1%+5.5%0.050%
10/22/2025Gladstone Institutional Advisory LLC3,411$386K0.0%-3.9%0.047%
10/21/2025Global Retirement Partners LLC9,985$1.13M0.0%-6.5%0.137%
10/15/2025CWM LLC491$56K0.0%+125.2%0.007%
10/15/2025 Meriwether Wealth & Planning LLC2,285$259K0.2%-25.3%0.029%
10/14/2025 Farther Finance Advisors LLC4,005$453K0.0%+7,181.8%0.051%


ONEY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ONEY shares?

During the previous two years, 116 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), Ameriprise Financial Inc. ($140.53M), LPL Financial LLC ($74.89M), Kestra Investment Management LLC ($41.28M), Creative Planning ($28.28M), Mariner LLC ($24.03M), and Moulton Wealth Management Inc. ($22.55M).Learn more on SPDR Russell 1000 Yield Focus ETF's institutional investors.

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

Of the 96 institutional investors that purchased SPDR Russell 1000 Yield Focus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($1.62M), Ameriprise Financial Inc. ($641.31K), Kestra Investment Management LLC ($611.48K), Raymond James Financial Inc. ($415.42K), Moulton Wealth Management Inc. ($198.52K), Lebenthal Global Advisors LLC ($113.28K), and Steward Partners Investment Advisory LLC ($57.36K).

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

Institutional investors have bought a total of 1,527,710 shares in the last 24 months. This purchase volume represents approximately $169.38M in transactions.

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

Of the 51 institutional investors that sold SPDR Russell 1000 Yield Focus ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kestra Investment Management LLC ($168.67K), Private Advisor Group LLC ($31.38K), Ameriprise Financial Inc. ($27.88K), Raymond James Financial Inc. ($13.79K), Cetera Investment Advisers ($11.92K), Commonwealth Equity Services LLC ($10.67K), and LPL Financial LLC ($10.59K).

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

Institutional investors have sold a total of 341,027 shares in the last 24 months. This volume of shares sold represents approximately $37.69M in transactions.



This page (NYSEARCA:ONEY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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