SS SPDR R1000 Lo Vol Foc ETFONEVETF

13F holders, Q4 2025 (December 31)
77holders +5
11new positions
6sold out
3famous investors
$135.58avg. 13F price*

At the end of Q4 2025, 77 institutions reported holding SS SPDR R1000 Lo Vol Foc ETF (ONEV) in their 13F filings, up 5 from Q3 2025. 11 opened new positions and 6 sold out. The largest holders were Alaska Permanent Fund Corp ($256.7M), Ameritas Investment Partners, Inc. ($47.8M) and LPL Financial LLC ($36.7M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher 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 (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$3.1M
Exits6$5.1M

All 13F filers, Q3 2025 → Q4 2025: 72,494 shares bought and 434,422 shares sold, net −361,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Alaska Permanent Fund Corp 16.43% Reduce -16.5% 1,869,776 $256.7M
Ameritas Investment Partners, Inc. 1.45% Add +4.0% 358,735 $47.8M
LPL Financial LLC 0.01% Add +0.1% 275,572 $36.7M
Osaic Holdings, Inc. 0.01% Reduce -0.5% 72,644 $9.7M
Berkeley, Inc 2.04% Reduce -4.7% 48,216 $6.4M
Cetera Investment Advisers 0.01% Reduce -4.2% 42,515 $5.7M
Dynamic Advisor Solutions LLC 0.17% Reduce -11.9% 40,825 $5.4M
Provident Wealth Management, LLC 1.60% Add +2.1% 40,466 $5.4M
Equitable Holdings, Inc. 0.03% Add +0.5% 36,897 $4.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.9% 29,673 $4.0M
Bank of America Corp. 0.00% Add +5.0% 26,891 $3.6M
Fifth Third Securities, Inc. 0.23% Add +12.6% 25,960 $3.5M
Ausdal Financial Partners, Inc. 0.16% Add +0.8% 25,414 $3.4M
Ameritas Advisory Services, LLC 0.11% Add +1998.9% 21,829 $2.9M
Raymond James Financial Inc. 0.00% Add +0.1% 20,103 $2.7M
Gotham Asset Management 0.01% No change 19,266 $2.6M
Goldman Sachs Group Inc. 0.00% Reduce -9.2% 15,706 $2.1M
Stratos Wealth Advisors, LLC 0.10% Add +6.4% 15,541 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -14.9% 15,147 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -1.7% 13,204 $1.8M
HF Advisory Group, LLC 0.61% Add +5.3% 13,088 $1.7M
Mariner, LLC 0.00% Add +10.8% 12,418 $1.7M
Creative Financial Designs Inc. 0.10% Add +17.6% 11,838 $1.6M
Proactive Wealth Strategies LLC 0.61% Add +3.4% 11,508 $1.5M
21 West Wealth Management LLC 1.39% Add +1.5% 11,392 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -15.1% 10,028 $1.3M
SOA Wealth Advisors, LLC. 0.22% Add +19.0% 9,875 $1.3M
Avant Capital LLC 0.84% Add +9.0% 9,236 $1.2M
NewEdge Advisors, LLC 0.00% No change 8,840 $1.2M
Financial Freedom, LLC 0.57% Reduce -0.2% 8,692 $1.2M
Tsfg, LLC 0.16% Reduce -12.1% 7,924 $1.1M
Fisher Asset Management 0.00% New 7,846 $1.0M
PFG Advisors 0.05% Reduce -4.7% 7,119 $948K
Pacific Sun Financial Corp 0.42% Add +6.1% 6,505 $866K
Calton & Associates, Inc. 0.13% Reduce -9.4% 6,433 $857K
Jones Financial Companies LLLP 0.00% Add +17.8% 5,825 $776K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.6% 5,412 $738K
Diversify Advisory Services, LLC 0.02% New 4,095 $569K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -43.6% 3,649 $486K
SMART Wealth LLC 0.15% New 3,634 $484K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -5.5% 3,377 $450K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.3% 3,291 $438K
Grey Fox Wealth Advisors, LLC 0.09% Reduce -18.5% 3,137 $418K
Fermata Advisors, LLC 0.10% Reduce -0.1% 3,075 $410K
Royal Bank of Canada 0.00% No change 3,000 $400K
RIA Advisory Group LLC 0.09% Add +0.6% 2,940 $392K
Citadel Advisors 0.00% New 2,575 $343K
TFB Advisors LLC 0.09% No change 2,433 $324K
Susquehanna International Group, LLP 0.00% Reduce -3.1% 2,299 $306K
Kirkwood Financial Services 0.11% Add +0.5% 2,262 $301K
Argyle Capital Partners, LLC 0.22% No change 2,229 $297K
Scarborough Advisors, LLC 0.05% Reduce -8.3% 2,181 $290K
Kingsview Wealth Management, LLC 0.00% Reduce -9.8% 2,087 $278K
WealthCare Investment Partners, LLC 0.08% Reduce -5.2% 1,950 $261K
Keystone Financial Services, LLC 0.18% Add +4.0% 1,954 $260K
NFSG Corp 0.04% No change 1,695 $226K
Private Advisor Group, LLC 0.00% No change 1,694 $226K
Tower Research Capital LLC (TRC) 0.01% New 1,600 $213K
Two Sigma Investments, LP 0.00% New 1,600 $213K
Larson Financial Group LLC 0.00% New 992 $132K
Clearstead Advisors, LLC 0.00% Add +0.6% 907 $121K
US Bancorp \de 0.00% Add +1.4% 902 $120K
Rockefeller Capital Management L.P. 0.00% Add +1.1% 757 $101K
Global Retirement Partners, LLC 0.00% Add +4.1% 640 $85K
IFP Advisors, Inc 0.00% Add +2256.5% 542 $72K
FMR LLC 0.00% Reduce -12.1% 510 $68K
Parallel Advisors, LLC 0.00% No change 290 $39K
Kestra Advisory Services, LLC 0.00% New 267 $36K
Morgan Stanley 0.00% Add +265.1% 241 $32K
Allworth Financial LP 0.00% New 221 $29K
Cwm, LLC 0.00% Add +0.6% 167 $22K
CFG Wealth Management Services, Inc. 0.01% — 84 $11K
Russell Investments Group, Ltd. 0.00% New 57 $8K
O'shaughnessy Asset Management, LLC 0.00% No change 53 $7K
Dunhill Financial, LLC 0.00% No change 47 $6K
Assetmark, Inc. 0.00% New 6 $779
Harbour Investments, Inc. 0.00% No change 2 $283

"% 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.