SS SPDR R1000 Lo Vol Foc ETFONEVETF
13F holders, Q4 2024 (December 31)79holders +1
5new positions
5sold out
2famous investors
$125.47avg. 13F price*
At the end of Q4 2024, 79 institutions reported holding SS SPDR R1000 Lo Vol Foc ETF (ONEV) in their 13F filings, up 1 from Q3 2024. 5 opened new positions and 5 sold out. The largest holders were Alaska Permanent Fund Corp ($280.8M), Ameritas Investment Partners, Inc. ($38.1M) and LPL Financial LLC ($34.1M). 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 SER TR (Q4 2024)
- CUSIP
- 78468R754
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $661K |
| Exits | 5 | $19.6M |
All 13F filers, Q3 2024 → Q4 2024: 55,021 shares bought and 1,021,646 shares sold, net −966,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Alaska Permanent Fund Corp | 4.17% | Reduce -25.7% | 2,238,048 | $280.8M |
| Ameritas Investment Partners, Inc. | 1.24% | Add +2.8% | 303,315 | $38.1M |
| LPL Financial LLC | 0.01% | Reduce -4.6% | 271,975 | $34.1M |
| Avantax Advisory Services, Inc. | 0.08% | Add +3.4% | 106,837 | $13.4M |
| Integrated Capital Management, LLC | 3.43% | Add +3.0% | 51,452 | $6.5M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -0.2% | 43,544 | $5.5M |
| Provident Wealth Management, LLC | 1.59% | Add +7.9% | 37,999 | $4.8M |
| Berkeley, Inc | 2.31% | Reduce -59.5% | 35,563 | $4.5M |
| Equitable Holdings, Inc. | 0.04% | Add +2.7% | 35,377 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 30,544 | $3.8M |
| Bank of America Corp. | 0.00% | Add +5.0% | 27,704 | $3.5M |
| Destiny Wealth Partners, LLC | 0.56% | Add +0.4% | 27,246 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.28% | Reduce -0.1% | 25,383 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +4.8% | 22,444 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.2% | 20,085 | $2.5M |
| Raymond James Financial Inc. | 0.00% | — | 19,872 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 16,802 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.9% | 16,752 | $2.1M |
| Fifth Third Securities, Inc. | 0.17% | Add +64.0% | 15,773 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -4.2% | 14,259 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 12,633 | $1.6M |
| HF Advisory Group, LLC | 0.72% | Add +4.8% | 12,561 | $1.6M |
| Gotham Asset Management | 0.01% | Add +110.9% | 12,137 | $1.5M |
| Tsfg, LLC | 0.30% | Reduce -2.1% | 11,803 | $1.5M |
| Financial Freedom, LLC | 0.75% | Reduce -1.1% | 11,356 | $1.4M |
| Proactive Wealth Strategies LLC | 0.74% | Add +11.7% | 11,278 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +8.6% | 11,068 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +11.3% | 9,662 | $1.2M |
| Citadel Advisors | 0.00% | Add +91.0% | 8,789 | $1.1M |
| SOA Wealth Advisors, LLC. | 0.18% | Add +12.9% | 7,833 | $983K |
| PFG Advisors | 0.06% | Reduce -5.0% | 7,787 | $977K |
| Creative Financial Designs Inc. | 0.07% | Add +16.9% | 7,261 | $911K |
| Cetera Investment Advisers | 0.00% | Reduce -8.3% | 7,225 | $906K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -27.3% | 6,741 | $846K |
| Avant Capital LLC | 0.69% | — | 6,617 | $830K |
| Pacific Sun Financial Corp | 0.36% | Add +6.5% | 5,202 | $653K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +178.7% | 4,847 | $608K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.6% | 4,588 | $576K |
| Scarborough Advisors, LLC | 0.08% | Reduce -82.3% | 4,310 | $541K |
| Grey Fox Wealth Advisors, LLC | 0.13% | Add +0.6% | 3,824 | $480K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.0% | 3,793 | $476K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.1% | 3,748 | $470K |
| WealthCare Investment Partners, LLC | 0.19% | Reduce -5.1% | 3,518 | $440K |
| WFA Asset Management Corp | 0.23% | Reduce -0.9% | 3,378 | $424K |
| Aspiriant, LLC | 0.01% | New | 3,260 | $409K |
| TFB Advisors LLC | 0.12% | Add +103.6% | 3,253 | $408K |
| Fermata Advisors, LLC | 0.07% | Add +0.1% | 3,078 | $386K |
| Jones Financial Companies LLLP | 0.00% | Add +95.8% | 2,912 | $365K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,860 | $359K |
| RIA Advisory Group LLC | 0.11% | Reduce -6.7% | 2,533 | $318K |
| Mariner, LLC | 0.00% | Add +0.3% | 2,494 | $313K |
| Argyle Capital Partners, LLC | 0.26% | — | 2,425 | $304K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -55.7% | 2,206 | $277K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -9.6% | 1,819 | $228K |
| UBS Group AG | 0.00% | Reduce -12.2% | 1,794 | $225K |
| NFSG Corp | 0.06% | No change | 1,735 | $218K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 1,701 | $213K |
| Comerica Bank | 0.00% | No change | 1,303 | $163K |
| Bellwether Advisors, LLC | 0.03% | New | 1,280 | $161K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 891 | $112K |
| Farther Finance Advisors, LLC | 0.00% | New | 694 | $87K |
| US Bancorp \de | 0.00% | Reduce -4.8% | 582 | $73K |
| FMR LLC | 0.00% | Add +216.9% | 526 | $66K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +3.1% | 468 | $59K |
| Principal Securities, Inc. | 0.00% | Reduce -1.4% | 413 | $52K |
| PSI Advisors, LLC | 0.01% | Add +0.6% | 328 | $41K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.6% | 327 | $41K |
| Nova Wealth Management, Inc. | 0.03% | — | 320 | $40K |
| Cwm, LLC | 0.00% | Reduce -6.8% | 246 | $31K |
| Royal Bank of Canada | 0.00% | No change | 246 | $31K |
| Morgan Stanley | 0.00% | Reduce -44.9% | 166 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +500.0% | 120 | $15K |
| HighMark Wealth Management LLC | 0.01% | No change | 75 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 53 | $7K |
| Golden State Wealth Management, LLC | 0.00% | — | 52 | $7K |
| Bogart Wealth, LLC | 0.00% | New | 25 | $3K |
| Assetmark, Inc. | 0.00% | New | 7 | $878 |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $139 |
| Wells Fargo & Company | 0.00% | No change | 1 | $79 |
"% 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.