SS SPDR R1000 Lo Vol Foc ETFONEVETF

13F holders, Q2 2026 (June 30)
84holders −3
8new positions
11sold out
2famous investors
$143.10avg. 13F price*

At the end of Q2 2026, 84 institutions reported holding SS SPDR R1000 Lo Vol Foc ETF (ONEV) in their 13F filings, down 3 from Q1 2026. 8 opened new positions and 11 sold out. The largest holders were Alaska Permanent Fund Corp ($71.7M), Ameritas Investment Partners, Inc. ($34.8M) and LPL Financial LLC ($29.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR R1000 Lo Vol Foc ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
CUSIP
78468R754
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 68Q1 2024Q2 2024: 72Q2 2024Q3 2024: 78Q3 2024Q4 2024: 79Q4 2024Q1 2025: 73Q1 2025Q2 2025: 83Q2 2025Q3 2025: 72Q3 2025Q4 2025: 77Q4 2025Q1 2026: 87Q1 2026Q2 2026: 84Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$3.0M
Exits11$10.5M

All 13F filers, Q1 2026 → Q2 2026: 53,813 shares bought and 1,597,725 shares sold, net −1,543,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Alaska Permanent Fund Corp 4.75% Reduce -67.1% 501,380 $71.7M
Ameritas Investment Partners, Inc. 0.93% Reduce -31.5% 243,256 $34.8M
LPL Financial LLC 0.01% Reduce -20.2% 209,092 $29.9M
Osaic Holdings, Inc. 0.01% Add +10.7% 69,769 $10.0M
Berkeley, Inc 2.39% Add +2.3% 53,132 $7.6M
Cetera Investment Advisers 0.01% Reduce -2.8% 44,732 $6.4M
Dynamic Advisor Solutions LLC 0.18% Reduce -1.0% 43,231 $6.2M
Provident Wealth Management, LLC 1.53% Add +2.4% 41,601 $6.0M
Equitable Holdings, Inc. 0.03% Reduce -4.1% 35,184 $5.0M
Goldman Sachs Group Inc. 0.00% Add +13.9% 33,435 $4.8M
Fifth Third Securities, Inc. 0.27% Add +8.0% 32,573 $4.7M
Bank of America Corp. 0.00% Reduce -2.0% 25,671 $3.7M
Ausdal Financial Partners, Inc. 0.14% Add +0.2% 25,595 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.5% 24,166 $3.5M
Proactive Wealth Strategies LLC 0.53% Add +0.0% 23,042 $3.3M
Gotham Asset Management 0.01% No change 19,266 $2.8M
Raymond James Financial Inc. 0.00% Reduce -2.8% 19,001 $2.7M
Stratos Wealth Advisors, LLC 0.13% Add +2.5% 16,319 $2.3M
Mariner, LLC 0.00% Add +17.7% 16,183 $2.3M
Commonwealth Equity Services, LLC 0.00% Reduce -4.0% 14,603 $2.1M
Ameritas Advisory Services, LLC 0.04% Reduce -35.3% 12,719 $1.8M
HF Advisory Group, LLC 0.56% Add +6.8% 12,693 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +0.4% 12,011 $1.7M
SOA Wealth Advisors, LLC. 0.28% Add +15.0% 11,855 $1.7M
21 West Wealth Management LLC 1.38% Reduce -0.2% 11,302 $1.6M
Creative Financial Designs Inc. 0.07% Reduce -34.3% 10,312 $1.5M
Capital Analysts, LLC 0.03% Reduce -2.4% 9,478 $1.4M
Avant Capital LLC 0.83% Reduce -5.4% 9,233 $1.3M
NewEdge Advisors, LLC 0.00% Add +1.1% 8,996 $1.3M
Susquehanna International Group, LLP 0.00% Add +111.1% 8,884 $1.3M
Jones Financial Companies LLLP 0.00% Add +24.7% 8,111 $1.2M
Envestnet Asset Management Inc. 0.00% Reduce -7.7% 8,058 $1.2M
Tsfg, LLC 0.14% Reduce -2.6% 7,596 $1.1M
Pacific Sun Financial Corp 0.42% Add +2.6% 7,165 $1.0M
Vise Technologies, Inc. 0.01% New 6,140 $878K
Financial Freedom, LLC 0.39% Reduce -21.9% 5,880 $841K
Calton & Associates, Inc. 0.12% Reduce -5.3% 5,649 $808K
Diversify Advisory Services, LLC 0.01% New 4,292 $636K
Diversify Wealth Management, LLC 0.01% Add +0.6% 4,292 $636K
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.3% 4,168 $596K
Brighton Jones LLC 0.01% Add +0.3% 4,154 $594K
HRT Financial LP 0.00% New 3,852 $551K
Private Advisor Group, LLC 0.00% Add +121.8% 3,758 $538K
SMART Wealth LLC 0.12% Add +2.7% 3,747 $536K
Royal Bank of Canada 0.00% Reduce -1.8% 3,571 $510K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.0% 3,541 $507K
Grey Fox Wealth Advisors, LLC 0.07% Add +0.3% 3,151 $451K
Fermata Advisors, LLC 0.09% Add +0.0% 2,981 $427K
Citadel Advisors 0.00% Add +80.3% 2,949 $422K
Jane Street Group, LLC 0.00% New 2,910 $416K
RIA Advisory Group LLC 0.09% Reduce -3.3% 2,857 $409K
Argyle Capital Partners, LLC 0.24% No change 2,650 $379K
Farmers & Merchants Investments Inc. 0.01% Add +0.4% 2,342 $335K
Kirkwood Financial Services 0.09% Add +0.5% 2,284 $327K
Bank of New York Mellon Corp 0.00% Add +7.8% 2,244 $321K
Goldstein Advisors, LLC 0.03% Add +9.8% 2,238 $320K
Scarborough Advisors, LLC 0.04% Reduce -0.1% 2,142 $309K
Mercer Global Advisors Inc. 0.00% New 2,116 $303K
Keystone Financial Services, LLC 0.16% Add +8.7% 1,833 $262K
WealthCare Investment Partners, LLC 0.06% Reduce -11.8% 1,720 $246K
PFG Advisors 0.01% Reduce -3.2% 1,653 $236K
NFSG Corp 0.03% Reduce -5.9% 1,595 $228K
Aspiriant, LLC 0.00% New 1,399 $200K
US Bancorp \de 0.00% Add +16.1% 1,329 $190K
Tower Research Capital LLC (TRC) 0.00% Reduce -4.9% 1,173 $168K
Larson Financial Group LLC 0.00% Add +0.5% 1,002 $143K
Clearstead Advisors, LLC 0.00% Add +0.6% 916 $131K
Rockefeller Capital Management L.P. 0.00% No change 757 $108K
Global Retirement Partners, LLC 0.00% — 706 $101K
UBS Group AG 0.00% Add +3783.3% 699 $100K
EverSource Wealth Advisors, LLC 0.00% No change 549 $79K
IFP Advisors, Inc 0.00% No change 542 $78K
FMR LLC 0.00% No change 510 $73K
Farther Finance Advisors, LLC 0.00% No change 348 $50K
JPMorgan Chase & Co. 0.00% No change 317 $45K
Allworth Financial LP 0.00% Add +13.1% 250 $36K
Harbour Investments, Inc. 0.00% No change 185 $26K
Guardian Partners Inc. 0.00% New 178 $25K
Morgan Stanley 0.00% Reduce -8.3% 176 $25K
O'shaughnessy Asset Management, LLC 0.00% No change 53 $8K
Hantz Financial Services, Inc. 0.00% No change 47 $7K
Dunhill Financial, LLC 0.00% No change 47 $7K
Assetmark, Inc. 0.00% New 3 $429
Wells Fargo & Company 0.00% Reduce -97.8% 1 $127

"% of holder's portfolio" is ONEV's weight in each manager's 13F, not the share of SS SPDR R1000 Lo Vol Foc ETF the manager owns.