SS SPDR R1000 Lo Vol Foc ETFONEVETF
13F holders, Q1 2026 (March 31)87holders +10
15new positions
6sold out
2famous investors
$124.15avg. 13F price*
At the end of Q1 2026, 87 institutions reported holding SS SPDR R1000 Lo Vol Foc ETF (ONEV) in their 13F filings, up 10 from Q4 2025. 15 opened new positions and 6 sold out. The largest holders were Alaska Permanent Fund Corp ($212.8M), Ameritas Investment Partners, Inc. ($47.7M) and LPL Financial LLC ($35.2M). 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 (Q1 2026)
- CUSIP
- 78468R754
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.8M |
| Exits | 6 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 81,857 shares bought and 410,523 shares sold, net −328,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Alaska Permanent Fund Corp | 13.55% | Reduce -18.4% | 1,525,043 | $212.8M |
| Ameritas Investment Partners, Inc. | 1.46% | Reduce -1.0% | 355,230 | $47.7M |
| LPL Financial LLC | 0.01% | Reduce -4.9% | 262,131 | $35.2M |
| Coral Wealth Management, LLC | 10.40% | — | 372,419 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.3% | 63,002 | $8.5M |
| Berkeley, Inc | 2.34% | Add +7.7% | 51,925 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +8.3% | 46,038 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +7.0% | 43,665 | $5.9M |
| Provident Wealth Management, LLC | 1.65% | Add +0.4% | 40,630 | $5.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -0.6% | 36,677 | $4.9M |
| Fifth Third Securities, Inc. | 0.26% | Add +16.1% | 30,150 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +86.8% | 29,345 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.9% | 27,630 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 26,205 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +0.5% | 25,547 | $3.4M |
| Proactive Wealth Strategies LLC | 0.58% | Add +100.2% | 23,041 | $3.1M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -10.0% | 19,642 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.8% | 19,541 | $2.6M |
| Gotham Asset Management | 0.01% | No change | 19,266 | $2.6M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +2.4% | 15,920 | $2.1M |
| Creative Financial Designs Inc. | 0.13% | Add +32.5% | 15,688 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 15,217 | $2.0M |
| Mariner, LLC | 0.00% | Add +10.8% | 13,753 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.4% | 11,967 | $1.6M |
| HF Advisory Group, LLC | 0.54% | Reduce -9.2% | 11,887 | $1.6M |
| 21 West Wealth Management LLC | 1.41% | Reduce -0.6% | 11,323 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.26% | Add +4.3% | 10,305 | $1.4M |
| Avant Capital LLC | 0.92% | Add +5.7% | 9,764 | $1.3M |
| Capital Analysts, LLC | 0.03% | New | 9,707 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 8,902 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.9% | 8,731 | $1.2M |
| Tsfg, LLC | 0.16% | Reduce -1.6% | 7,797 | $1.0M |
| Financial Freedom, LLC | 0.50% | Reduce -13.4% | 7,525 | $1.0M |
| Pacific Sun Financial Corp | 0.45% | Add +7.4% | 6,985 | $937K |
| Jones Financial Companies LLLP | 0.00% | Add +11.6% | 6,503 | $859K |
| Calton & Associates, Inc. | 0.12% | Reduce -7.3% | 5,962 | $800K |
| Diversify Wealth Management, LLC | 0.01% | New | 4,267 | $589K |
| Susquehanna International Group, LLP | 0.00% | Add +83.0% | 4,208 | $565K |
| Brighton Jones LLC | 0.01% | New | 4,143 | $556K |
| SMART Wealth LLC | 0.14% | Add +0.4% | 3,650 | $490K |
| Royal Bank of Canada | 0.00% | Add +21.3% | 3,638 | $489K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -3.0% | 3,540 | $475K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.1% | 3,493 | $469K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Add +0.2% | 3,143 | $422K |
| Fermata Advisors, LLC | 0.09% | Reduce -3.1% | 2,980 | $400K |
| RIA Advisory Group LLC | 0.10% | Add +0.4% | 2,953 | $396K |
| Argyle Capital Partners, LLC | 0.26% | Add +18.9% | 2,650 | $356K |
| TFB Advisors LLC | 0.18% | Add +8.2% | 2,633 | $353K |
| Farmers & Merchants Investments Inc. | 0.01% | New | 2,332 | $313K |
| Kirkwood Financial Services | 0.11% | Add +0.4% | 2,272 | $305K |
| Scarborough Advisors, LLC | 0.03% | Reduce -1.7% | 2,143 | $288K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.3% | 2,094 | $281K |
| Bank of New York Mellon Corp | 0.00% | New | 2,082 | $279K |
| Goldstein Advisors, LLC | 0.03% | New | 2,038 | $273K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -63.8% | 1,958 | $265K |
| WealthCare Investment Partners, LLC | 0.07% | No change | 1,950 | $262K |
| Phillip James Consulting Co. | 0.18% | New | 4,317 | $244K |
| PFG Advisors | 0.01% | Reduce -76.0% | 1,708 | $229K |
| NFSG Corp | 0.04% | No change | 1,695 | $227K |
| Private Advisor Group, LLC | 0.00% | No change | 1,694 | $227K |
| Keystone Financial Services, LLC | 0.15% | Reduce -13.7% | 1,687 | $226K |
| Citadel Advisors | 0.00% | Reduce -36.5% | 1,636 | $220K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -22.9% | 1,233 | $165K |
| US Bancorp \de | 0.00% | Add +26.9% | 1,145 | $154K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 997 | $134K |
| Clearstead Advisors, LLC | 0.00% | Add +0.4% | 911 | $122K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 757 | $102K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 549 | $74K |
| IFP Advisors, Inc | 0.00% | No change | 542 | $73K |
| FMR LLC | 0.00% | No change | 510 | $68K |
| Farther Finance Advisors, LLC | 0.00% | New | 348 | $47K |
| JPMorgan Chase & Co. | 0.00% | New | 317 | $42K |
| Parallel Advisors, LLC | 0.00% | Add +0.3% | 291 | $39K |
| Allworth Financial LP | 0.00% | No change | 221 | $30K |
| Morgan Stanley | 0.00% | Reduce -20.3% | 192 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +9150.0% | 185 | $25K |
| Cwm, LLC | 0.00% | Add +0.6% | 168 | $22K |
| Root Financial Partners, LLC | 0.00% | New | 142 | $19K |
| CFG Wealth Management Services, Inc. | 0.01% | Add +1.2% | 85 | $11K |
| Destiny Wealth Partners, LLC | 0.00% | New | 61 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 53 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 47 | $6K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 46 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 47 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -26.3% | 42 | $6K |
| Advisory Services Network, LLC | 0.00% | New | 40 | $5K |
| UBS Group AG | 0.00% | New | 18 | $2K |
"% 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.