SS SPDR R1000 Lo Vol Foc ETFONEVETF
13F holders, Q1 2025 (March 31)73holders −6
3new positions
7sold out
2famous investors
$125.22avg. 13F price*
At the end of Q1 2025, 73 institutions reported holding SS SPDR R1000 Lo Vol Foc ETF (ONEV) in their 13F filings, down 6 from Q4 2024. 3 opened new positions and 7 sold out. The largest holders were Alaska Permanent Fund Corp ($278.0M), Ameritas Investment Partners, Inc. ($39.6M) and LPL Financial LLC ($33.8M). 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 (Q1 2025)
- CUSIP
- 78468R754
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $14.9M |
| Exits | 7 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 169,048 shares bought and 73,391 shares sold, net +95,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Alaska Permanent Fund Corp | 3.91% | No change | 2,238,048 | $278.0M |
| Ameritas Investment Partners, Inc. | 1.36% | Add +2.8% | 311,935 | $39.6M |
| LPL Financial LLC | 0.01% | Reduce -2.1% | 266,287 | $33.8M |
| Avantax Advisory Services, Inc. | 0.08% | Add +1.6% | 108,493 | $13.8M |
| Wolf Group Capital Advisors | 2.73% | New | 64,046 | $8.1M |
| Integrated Capital Management, LLC | 3.68% | Add +2.5% | 52,737 | $6.7M |
| Dynamic Advisor Solutions LLC | 0.20% | New | 47,844 | $6.1M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -2.3% | 42,534 | $5.4M |
| Provident Wealth Management, LLC | 1.73% | Add +4.3% | 39,632 | $5.0M |
| Equitable Holdings, Inc. | 0.04% | Add +0.6% | 35,584 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 31,506 | $4.0M |
| Destiny Wealth Partners, LLC | 0.55% | Add +1.1% | 27,556 | $3.5M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 26,476 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.24% | Reduce -2.2% | 24,814 | $3.1M |
| Berkeley, Inc | 1.44% | Reduce -31.7% | 24,282 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +81.0% | 22,862 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.0% | 19,875 | $2.5M |
| Gotham Asset Management | 0.02% | Add +58.7% | 19,266 | $2.4M |
| Fifth Third Securities, Inc. | 0.19% | Add +10.0% | 17,352 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.1% | 17,320 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 16,306 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.0% | 16,273 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -41.0% | 13,244 | $1.7M |
| HF Advisory Group, LLC | 0.67% | Reduce -3.6% | 12,109 | $1.5M |
| Tsfg, LLC | 0.30% | Reduce -2.6% | 11,496 | $1.5M |
| Proactive Wealth Strategies LLC | 0.77% | Add +0.4% | 11,324 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -5.1% | 10,501 | $1.3M |
| Financial Freedom, LLC | 0.66% | Reduce -20.3% | 9,054 | $1.1M |
| SOA Wealth Advisors, LLC. | 0.22% | Add +4.7% | 8,201 | $1.0M |
| UBS Group AG | 0.00% | Add +355.5% | 8,172 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -9.7% | 7,941 | $1.0M |
| Creative Financial Designs Inc. | 0.08% | Add +7.5% | 7,804 | $989K |
| PFG Advisors | 0.06% | Add +0.2% | 7,801 | $989K |
| Avant Capital LLC | 0.79% | Add +13.9% | 7,535 | $955K |
| Cetera Investment Advisers | 0.00% | Reduce -13.7% | 6,232 | $790K |
| Pacific Sun Financial Corp | 0.43% | Add +15.8% | 6,025 | $764K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.3% | 5,613 | $712K |
| MML Investors Services, LLC | 0.00% | Reduce -42.5% | 5,553 | $704K |
| Stifel Financial Corp. | 0.00% | New | 5,474 | $694K |
| WFA Asset Management Corp | 0.27% | Add +21.9% | 4,119 | $511K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.6% | 3,968 | $503K |
| Grey Fox Wealth Advisors, LLC | 0.13% | Add +0.2% | 3,832 | $486K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -43.5% | 3,811 | $483K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.0% | 3,786 | $480K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +58.0% | 3,486 | $442K |
| Jones Financial Companies LLLP | 0.00% | Add +18.0% | 3,435 | $432K |
| Fermata Advisors, LLC | 0.07% | Reduce -0.2% | 3,073 | $390K |
| Royal Bank of Canada | 0.00% | Add +1117.9% | 2,996 | $380K |
| RIA Advisory Group LLC | 0.12% | Add +10.8% | 2,806 | $356K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.6% | 2,700 | $342K |
| Scarborough Advisors, LLC | 0.05% | Reduce -37.8% | 2,680 | $340K |
| WealthCare Investment Partners, LLC | 0.13% | Reduce -24.7% | 2,649 | $313K |
| Mariner, LLC | 0.00% | Reduce -2.5% | 2,431 | $308K |
| TFB Advisors LLC | 0.09% | Reduce -27.2% | 2,368 | $300K |
| NFSG Corp | 0.05% | Reduce -2.3% | 1,695 | $215K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.5% | 1,693 | $215K |
| Argyle Capital Partners, LLC | 0.18% | Reduce -30.6% | 1,684 | $214K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -72.2% | 1,349 | $171K |
| Comerica Bank | 0.00% | No change | 1,303 | $165K |
| Bellwether Advisors, LLC | 0.03% | No change | 1,280 | $162K |
| US Bancorp \de | 0.00% | Add +116.3% | 1,259 | $160K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 894 | $113K |
| Morgan Stanley | 0.00% | Add +341.6% | 733 | $93K |
| Farther Finance Advisors, LLC | 0.00% | No change | 694 | $88K |
| FMR LLC | 0.00% | No change | 526 | $67K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 468 | $59K |
| Principal Securities, Inc. | 0.00% | No change | 413 | $52K |
| Wells Fargo & Company | 0.00% | Add +38400.0% | 385 | $49K |
| Nova Wealth Management, Inc. | 0.04% | No change | 320 | $41K |
| Cwm, LLC | 0.00% | Add +7.7% | 265 | $34K |
| HighMark Wealth Management LLC | 0.01% | No change | 75 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 53 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $141 |
"% 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.