SS SPDR R1000 Yield Foc ETFONEYETF
13F holders, Q4 2024 (December 31)119holders +17
13new positions
3sold out
$108.88avg. 13F price*
At the end of Q4 2024, 119 institutions reported holding SS SPDR R1000 Yield Foc ETF (ONEY) in their 13F filings, up 17 from Q3 2024. 13 opened new positions and 3 sold out. The largest holders were Alaska Permanent Fund Corp ($263.5M), Ameriprise Financial Inc. ($83.9M) and LPL Financial LLC ($67.4M).
- Company
- SS SPDR R1000 Yield Foc ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $15.1M |
| Exits | 3 | $469K |
All 13F filers, Q3 2024 → Q4 2024: 403,748 shares bought and 917,320 shares sold, net −513,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Alaska Permanent Fund Corp | 3.91% | Reduce -26.9% | 2,420,919 | $263.5M |
| Ameriprise Financial Inc. | 0.02% | Add +22.6% | 771,146 | $83.9M |
| LPL Financial LLC | 0.03% | Add +4.0% | 619,251 | $67.4M |
| Creative Planning | 0.03% | Add +0.0% | 256,969 | $28.0M |
| Raymond James Financial Inc. | 0.01% | — | 205,314 | $22.4M |
| Mariner, LLC | 0.03% | Add +4.1% | 162,107 | $17.6M |
| Lebenthal Global Advisors, LLC | 2.21% | New | 111,316 | $12.1M |
| Kestra Investment Management, LLC | 0.29% | Add +0.5% | 67,339 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.6% | 56,102 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.1% | 51,462 | $5.6M |
| Holos Integrated Wealth LLC | 3.67% | — | 49,286 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +416.0% | 48,394 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -3.9% | 46,212 | $5.0M |
| FMA Wealth Management, LLC | 2.96% | Add +1.1% | 36,530 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +9.5% | 36,452 | $4.0M |
| Pallas Capital Advisors LLC | 0.17% | Reduce -2.2% | 36,245 | $3.9M |
| Family Investment Center, Inc. | 0.97% | Add +0.1% | 35,147 | $3.8M |
| Kingsview Wealth Management, LLC | 0.06% | Add +12.9% | 29,742 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +10.3% | 23,103 | $2.5M |
| Bank of America Corp. | 0.00% | Add +5.4% | 22,095 | $2.4M |
| Collaborative Wealth Managment Inc. | 1.07% | Add +1.2% | 21,698 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Add +2.9% | 19,894 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +174.4% | 18,443 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 16,861 | $1.8M |
| Bonfire Financial | 1.66% | — | 16,810 | $1.8M |
| Leavell Investment Management, Inc. | 0.09% | Add +2.8% | 16,499 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 15,378 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 14,432 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.3% | 13,261 | $1.5M |
| Crumly & Associates Inc. | 0.41% | Reduce -1.6% | 13,924 | $1.5M |
| Horizon Wealth Management, LLC | 0.26% | Add +19.7% | 13,683 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 12,479 | $1.4M |
| Capital Asset Advisory Services LLC | 0.06% | Add +8.8% | 11,262 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +9.1% | 11,193 | $1.2M |
| CoreFirst Bank & Trust | 0.69% | Add +105.2% | 10,636 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Reduce -4.9% | 9,947 | $1.1M |
| Strategic Financial Concepts, LLC | 0.21% | Add +29.3% | 9,926 | $1.1M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -0.0% | 8,962 | $976K |
| Goldman Sachs Group Inc. | 0.00% | Add +46.7% | 8,710 | $948K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.2% | 8,566 | $933K |
| Venture Visionary Partners LLC | 0.04% | Add +0.4% | 8,565 | $932K |
| Capital Analysts, LLC | 0.04% | Reduce -4.2% | 8,421 | $916K |
| Essex Financial Services, Inc. | 0.06% | Reduce -7.4% | 7,526 | $819K |
| Precedent Wealth Partners, LLC | 0.26% | Add +2.1% | 7,268 | $791K |
| Brown, Lisle/Cummings, Inc. | 0.22% | No change | 6,805 | $741K |
| Financial Advocates Investment Management | 0.04% | No change | 6,168 | $671K |
| World Equity Group, Inc. | 0.14% | Add +100.3% | 6,126 | $667K |
| Creekside Partners | 0.33% | Add +0.8% | 5,798 | $631K |
| Insight Advisors, LLC/ PA | 0.11% | Reduce -0.7% | 5,794 | $628K |
| Jones Financial Companies LLLP | 0.00% | Add +794.5% | 5,340 | $581K |
| RFG Advisory, LLC | 0.01% | Add +0.6% | 4,589 | $500K |
| Sovran Advisors, LLC | 0.07% | — | 4,511 | $495K |
| Truist Financial Corp. | 0.00% | Add +24.3% | 4,540 | $494K |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.2% | 4,407 | $480K |
| Indie Asset Partners, LLC | 0.37% | Add +12.3% | 4,320 | $470K |
| Cascade Financial Partners, LLC | 0.06% | No change | 4,155 | $452K |
| Triad Wealth Partners, LLC | 0.15% | New | 3,705 | $403K |
| Lutz Financial Services LLC | 0.03% | New | 3,342 | $364K |
| Portland Financial Advisors Inc | 0.96% | — | 3,280 | $357K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +3.3% | 3,269 | $356K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -19.8% | 3,156 | $344K |
| McAdam, LLC | 0.02% | Reduce -2.6% | 2,961 | $322K |
| MML Investors Services, LLC | 0.00% | Add +11.8% | 2,927 | $319K |
| IVC Wealth Advisors LLC | 0.18% | Add +4.9% | 2,900 | $316K |
| Financial Partners Group, Inc | 0.05% | Add +0.0% | 2,847 | $310K |
| Western Wealth Management, LLC | 0.02% | No change | 2,844 | $310K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -3.0% | 2,798 | $305K |
| XML Financial, LLC | 0.03% | Add +1.5% | 2,783 | $303K |
| HRT Financial LP | 0.00% | New | 2,746 | $298K |
| Cornerstone Planning Group LLC | 0.07% | Add +7.0% | 2,586 | $293K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.3% | 2,680 | $292K |
| Angeles Wealth Management, LLC | 0.02% | No change | 2,616 | $285K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -3.9% | 2,606 | $284K |
| NFSG Corp | 0.07% | No change | 2,565 | $279K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.4% | 2,520 | $274K |
| Meriwether Wealth & Planning, LLC | 0.19% | — | 2,460 | $268K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.7% | 2,447 | $266K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.5% | 2,368 | $258K |
| Morgan Stanley | 0.00% | Add +9.5% | 2,315 | $252K |
| Mayfair Advisory Group, LLC | 0.15% | Add +2.7% | 2,270 | $247K |
| RDA Financial Network | 0.07% | Add +14.5% | 2,176 | $237K |
| Financial Freedom, LLC | 0.12% | Add +0.3% | 2,175 | $237K |
| Mgo One Seven LLC | 0.01% | Reduce -1.9% | 2,163 | $236K |
| Valmark Advisers, Inc. | 0.00% | Add +1.6% | 2,157 | $235K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -0.6% | 2,110 | $230K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.4% | 2,049 | $223K |
| Rodgers & Associates, LTD | 0.03% | Reduce -13.6% | 2,041 | $222K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 2,031 | $221K |
| Lockerman Financial Group, Inc. | 0.36% | Reduce -0.1% | 1,950 | $212K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +6.4% | 1,918 | $209K |
| Royal Bank of Canada | 0.00% | Add +57.0% | 1,254 | $137K |
| Harbour Investments, Inc. | 0.00% | No change | 1,230 | $134K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -6.8% | 1,188 | $129K |
| Bogart Wealth, LLC | 0.01% | No change | 1,104 | $120K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1,076 | $117K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +0.2% | 1,017 | $111K |
| Continuum Advisory, LLC | 0.01% | No change | 874 | $95K |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.9% | 743 | $81K |
| Avior Wealth Management, LLC | 0.00% | No change | 714 | $78K |
| Geneos Wealth Management Inc. | 0.00% | No change | 600 | $65K |
"% of holder's portfolio" is ONEY's weight in each manager's 13F, not the share of SS SPDR R1000 Yield Foc ETF the manager owns.