SS SPDR R1000 Lo Vol Foc ETFONEVETF
13F holders, Q2 2025 (June 30)83holders +10
11new positions
2sold out
2famous investors
$129.02avg. 13F price*
At the end of Q2 2025, 83 institutions reported holding SS SPDR R1000 Lo Vol Foc ETF (ONEV) in their 13F filings, up 10 from Q1 2025. 11 opened new positions and 2 sold out. The largest holders were Alaska Permanent Fund Corp ($288.6M), Ameritas Investment Partners, Inc. ($41.8M) and LPL Financial LLC ($34.7M). 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 2025)
- CUSIP
- 78468R754
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $21.1M |
| Exits | 2 | $869K |
All 13F filers, Q1 2025 → Q2 2025: 220,968 shares bought and 54,825 shares sold, net +166,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Alaska Permanent Fund Corp | 17.12% | No change | 2,238,048 | $288.6M |
| Ameritas Investment Partners, Inc. | 1.32% | Add +3.7% | 323,482 | $41.8M |
| LPL Financial LLC | 0.01% | Add +0.8% | 268,559 | $34.7M |
| CW Advisors, LLC | 0.16% | New | 128,763 | $16.6M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -13.9% | 93,366 | $12.1M |
| Integrated Capital Management, LLC | 3.44% | Add +5.2% | 55,485 | $7.2M |
| Berkeley, Inc | 2.23% | Add +97.7% | 48,012 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -2.1% | 46,832 | $6.0M |
| Kingsview Wealth Management, LLC | 0.09% | Add +0.2% | 42,619 | $5.5M |
| Provident Wealth Management, LLC | 1.65% | Reduce -1.2% | 39,155 | $5.1M |
| Equitable Holdings, Inc. | 0.04% | Add +2.1% | 36,350 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.9% | 33,676 | $4.3M |
| Bank of America Corp. | 0.00% | Add +4.2% | 27,598 | $3.6M |
| Destiny Wealth Partners, LLC | 0.48% | Add +0.1% | 27,575 | $3.6M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +0.2% | 24,853 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +1.1% | 20,101 | $2.6M |
| Gotham Asset Management | 0.01% | No change | 19,266 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 17,380 | $2.2M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -9.7% | 15,672 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.1% | 14,161 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +5.9% | 14,025 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.2% | 13,662 | $1.8M |
| HF Advisory Group, LLC | 0.61% | Reduce -1.4% | 11,934 | $1.5M |
| Proactive Wealth Strategies LLC | 0.69% | Reduce -0.5% | 11,263 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.9% | 11,077 | $1.4M |
| 21 West Wealth Management LLC | 1.41% | — | 10,855 | $1.4M |
| Tsfg, LLC | 0.25% | Reduce -6.0% | 10,807 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -10.4% | 9,406 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 9,312 | $1.2M |
| Creative Financial Designs Inc. | 0.08% | Add +15.3% | 9,002 | $1.2M |
| Financial Freedom, LLC | 0.60% | Reduce -4.0% | 8,692 | $1.1M |
| Avant Capital LLC | 0.80% | Add +6.3% | 8,008 | $1.0M |
| Hilltop Holdings Inc. | 0.07% | New | 7,912 | $1.0M |
| SOA Wealth Advisors, LLC. | 0.18% | Reduce -5.7% | 7,735 | $999K |
| Calton & Associates, Inc. | 0.16% | New | 7,103 | $917K |
| PFG Advisors | 0.04% | Reduce -15.0% | 6,632 | $856K |
| Citadel Advisors | 0.00% | Reduce -22.9% | 6,125 | $791K |
| Pacific Sun Financial Corp | 0.41% | Add +0.6% | 6,063 | $783K |
| Cetera Investment Advisers | 0.00% | Reduce -2.8% | 6,057 | $782K |
| Mariner, LLC | 0.00% | Add +140.7% | 5,851 | $755K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.3% | 5,539 | $727K |
| Stifel Financial Corp. | 0.00% | No change | 5,474 | $707K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +288.7% | 5,244 | $677K |
| UBS Group AG | 0.00% | Reduce -40.2% | 4,885 | $631K |
| Jones Financial Companies LLLP | 0.00% | Add +33.9% | 4,598 | $591K |
| Grey Fox Wealth Advisors, LLC | 0.12% | Add +0.1% | 3,837 | $495K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.6% | 3,789 | $489K |
| HRT Financial LP | 0.00% | New | 3,611 | $466K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.0% | 3,487 | $450K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.2% | 3,364 | $434K |
| WFA Asset Management Corp | 0.23% | Reduce -17.6% | 3,393 | $401K |
| Fermata Advisors, LLC | 0.11% | Add +0.0% | 3,074 | $397K |
| Royal Bank of Canada | 0.00% | No change | 2,996 | $387K |
| RIA Advisory Group LLC | 0.11% | Add +3.7% | 2,911 | $376K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -25.8% | 2,809 | $369K |
| WealthCare Investment Partners, LLC | 0.13% | Add +0.5% | 2,661 | $349K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,700 | $349K |
| Scarborough Advisors, LLC | 0.07% | Reduce -1.8% | 2,632 | $340K |
| TFB Advisors LLC | 0.08% | Add +0.3% | 2,374 | $306K |
| Argyle Capital Partners, LLC | 0.24% | Add +32.4% | 2,229 | $288K |
| Keystone Financial Services, LLC | 0.18% | New | 1,878 | $242K |
| NFSG Corp | 0.04% | No change | 1,695 | $219K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 1,694 | $219K |
| Goldman Sachs Group Inc. | 0.00% | New | 1,688 | $218K |
| Old Mission Capital LLC | 0.01% | New | 1,635 | $211K |
| Assetmark, Inc. | 0.00% | New | 1,410 | $182K |
| Bellwether Advisors, LLC | 0.03% | No change | 1,280 | $165K |
| Wells Fargo & Company | 0.00% | Add +174.0% | 1,055 | $136K |
| US Bancorp \de | 0.00% | Reduce -27.9% | 908 | $117K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 898 | $116K |
| Farther Finance Advisors, LLC | 0.00% | No change | 694 | $90K |
| FMR LLC | 0.00% | Add +25.7% | 661 | $85K |
| Global Retirement Partners, LLC | 0.00% | — | 615 | $79K |
| Nova Wealth Management, Inc. | 0.04% | Add +25.3% | 401 | $52K |
| Principal Securities, Inc. | 0.00% | Reduce -2.9% | 401 | $52K |
| Parallel Advisors, LLC | 0.00% | New | 290 | $37K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -54.5% | 213 | $27K |
| Cwm, LLC | 0.00% | Reduce -37.7% | 165 | $21K |
| HighMark Wealth Management LLC | 0.00% | No change | 75 | $10K |
| Morgan Stanley | 0.00% | Reduce -91.1% | 65 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 53 | $7K |
| Dunhill Financial, LLC | 0.00% | New | 47 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +100.0% | 2 | $273 |
"% 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.