SS SPDR R1000 Lo Vol Foc ETFONEVETF
13F holders, Q1 2024 (March 31)68holders
1famous investor
$124.17avg. 13F price*
At the end of Q1 2024, 68 institutions reported holding SS SPDR R1000 Lo Vol Foc ETF (ONEV) in their 13F filings. The largest holders were Alaska Permanent Fund Corp ($374.1M), LPL Financial LLC ($37.1M) and Ameritas Investment Partners, Inc. ($35.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR R1000 Lo Vol Foc ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R754
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.1M |
| Exits | 5 | $699K |
Ownership 68 holders
| Alaska Permanent Fund Corp | 5.51% | No change | 3,012,245 | $374.1M |
| LPL Financial LLC | 0.02% | Reduce -0.2% | 298,837 | $37.1M |
| Ameritas Investment Partners, Inc. | 1.22% | Add +5.8% | 286,019 | $35.5M |
| Scarborough Advisors, LLC | 6.49% | Add +0.2% | 112,966 | $14.0M |
| Avantax Advisory Services, Inc. | 0.09% | Add +37.8% | 85,776 | $10.7M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -0.3% | 43,483 | $5.4M |
| Berkeley, Inc | 2.70% | Add +2.7% | 35,896 | $4.5M |
| Equitable Holdings, Inc. | 0.05% | Add +1.2% | 33,312 | $4.1M |
| Provident Wealth Management, LLC | 1.44% | Add +0.3% | 30,953 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 27,273 | $3.4M |
| Bank of America Corp. | 0.00% | Add +18.4% | 27,039 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 24,411 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.35% | Reduce -0.8% | 24,208 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +13.1% | 23,903 | $3.0M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +0.1% | 20,416 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 19,276 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.1% | 17,370 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.3% | 14,867 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +5.8% | 13,820 | $1.7M |
| Tsfg, LLC | 0.42% | Reduce -20.0% | 13,319 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.8% | 12,195 | $1.5M |
| HF Advisory Group, LLC | 0.80% | Add +16.4% | 11,552 | $1.4M |
| Financial Freedom, LLC | 0.84% | Reduce -0.3% | 11,420 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.9% | 11,244 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +55.3% | 10,158 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +21.8% | 9,200 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -4.2% | 9,053 | $1.1M |
| Lincoln National Corp. | 0.02% | Add +16.8% | 8,802 | $1.1M |
| SOA Wealth Advisors, LLC. | 0.21% | Add +6.3% | 8,168 | $1.0M |
| Fifth Third Securities, Inc. | 0.09% | New | 7,731 | $960K |
| Citadel Advisors | 0.00% | Add +64.0% | 6,504 | $808K |
| Creative Financial Designs Inc. | 0.06% | Add +134.9% | 5,130 | $637K |
| Raymond James & Associates | 0.00% | Reduce -57.6% | 5,124 | $636K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -3.3% | 4,900 | $609K |
| Pacific Sun Financial Corp | 0.34% | Reduce -3.1% | 4,642 | $576K |
| WealthCare Investment Partners, LLC | 0.27% | Reduce -35.4% | 4,530 | $563K |
| Raymond James Trust N.A. | 0.01% | New | 4,341 | $539K |
| WFA Asset Management Corp | 0.27% | Add +5.7% | 4,119 | $511K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.7% | 3,808 | $473K |
| Grey Fox Wealth Advisors, LLC | 0.16% | Reduce -2.0% | 3,365 | $418K |
| Fermata Advisors, LLC | 0.09% | Reduce -71.0% | 3,127 | $388K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.3% | 2,791 | $347K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -4.7% | 2,747 | $341K |
| RIA Advisory Group LLC | 0.13% | New | 2,675 | $332K |
| Mariner, LLC | 0.00% | Reduce -2.3% | 2,504 | $311K |
| PFG Advisors | 0.02% | Reduce -1.4% | 2,485 | $309K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.8% | 2,633 | $276K |
| NFSG Corp | 0.09% | No change | 1,735 | $215K |
| NewEdge Advisors, LLC | 0.00% | New | 1,700 | $211K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +14.0% | 1,473 | $183K |
| Comerica Bank | 0.00% | No change | 1,303 | $162K |
| FMR LLC | 0.00% | Add +1588.9% | 760 | $94K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +36.8% | 728 | $90K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -68.1% | 454 | $56K |
| US Bancorp \de | 0.00% | Add +3.8% | 415 | $52K |
| Ancora Advisors LLC | 0.00% | New | 400 | $50K |
| Cwm, LLC | 0.00% | Reduce -7.0% | 359 | $45K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.3% | 322 | $40K |
| PSI Advisors, LLC | 0.01% | Add +0.3% | 323 | $40K |
| Royal Bank of Canada | 0.00% | No change | 246 | $31K |
| Principal Securities, Inc. | 0.00% | Add +0.4% | 238 | $30K |
| VitalStone Financial, LLC | 0.01% | Reduce -35.5% | 91 | $11K |
| HighMark Wealth Management LLC | 0.01% | No change | 75 | $9K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 24 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 20 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $135 |
| Morgan Stanley | 0.00% | No change | 1 | $131 |
| Wells Fargo & Company | 0.00% | No change | 1 | $111 |
"% 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.