SS SPDR R1000 Yield Foc ETFONEYETF
13F holders, Q1 2025 (March 31)115holders −4
9new positions
12sold out
$104.15avg. 13F price*
At the end of Q1 2025, 115 institutions reported holding SS SPDR R1000 Yield Foc ETF (ONEY) in their 13F filings, down 4 from Q4 2024. 9 opened new positions and 12 sold out. The largest holders were Alaska Permanent Fund Corp ($252.1M), Ameriprise Financial Inc. ($127.4M) and Kestra Investment Management, LLC ($69.9M).
- Company
- SS SPDR R1000 Yield Foc ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.6M |
| Exits | 12 | $6.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,293,164 shares bought and 101,875 shares sold, net +1,191,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Alaska Permanent Fund Corp | 3.54% | No change | 2,420,919 | $252.1M |
| Ameriprise Financial Inc. | 0.03% | Add +51.2% | 1,166,106 | $127.4M |
| Kestra Investment Management, LLC | 1.35% | Add +1150.7% | 842,230 | $69.9M |
| LPL Financial LLC | 0.03% | Reduce -1.7% | 608,659 | $66.5M |
| Creative Planning | 0.03% | Reduce -1.0% | 254,303 | $27.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.7% | 203,790 | $22.3M |
| Mariner, LLC | 0.03% | Add +6.8% | 173,181 | $18.9M |
| Lebenthal Global Advisors, LLC | 2.35% | Add +2.9% | 114,558 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +31.4% | 63,599 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.6% | 59,251 | $6.5M |
| Holos Integrated Wealth LLC | 4.11% | Add +16.4% | 57,379 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +230.1% | 50,759 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 50,427 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +2.3% | 47,255 | $5.2M |
| FMA Wealth Management, LLC | 3.17% | Add +0.6% | 36,736 | $4.1M |
| Pallas Capital Advisors LLC | 0.16% | Reduce -0.7% | 35,991 | $3.9M |
| Family Investment Center, Inc. | 0.95% | Add +1.6% | 35,699 | $3.9M |
| Kingsview Wealth Management, LLC | 0.07% | Add +17.8% | 35,030 | $3.8M |
| Equitable Holdings, Inc. | 0.03% | Add +17.8% | 27,215 | $3.0M |
| Cetera Investment Advisers | 0.01% | Reduce -29.6% | 25,653 | $2.8M |
| Bank of America Corp. | 0.00% | Add +9.2% | 24,121 | $2.6M |
| Collaborative Wealth Managment Inc. | 1.15% | Add +3.6% | 22,479 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -6.4% | 18,628 | $2.0M |
| Leavell Investment Management, Inc. | 0.09% | Add +3.0% | 16,999 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 16,735 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +5.4% | 15,212 | $1.7M |
| Bonfire Financial | 1.51% | Reduce -10.7% | 15,006 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | No change | 13,261 | $1.5M |
| Crumly & Associates Inc. | 0.41% | Reduce -1.4% | 13,723 | $1.5M |
| Precedent Wealth Partners, LLC | 0.38% | Add +71.2% | 12,439 | $1.4M |
| Capital Asset Advisory Services LLC | 0.07% | Add +5.4% | 11,874 | $1.3M |
| Horizon Wealth Management, LLC | 0.22% | Reduce -12.6% | 11,954 | $1.3M |
| Axxcess Wealth Management, LLC | 0.04% | Add +5.8% | 11,845 | $1.3M |
| CoreFirst Bank & Trust | 0.76% | Add +1.5% | 10,794 | $1.2M |
| Strategic Financial Concepts, LLC | 0.20% | Reduce -3.7% | 9,557 | $1.0M |
| Fifth Third Securities, Inc. | 0.08% | No change | 8,962 | $979K |
| Venture Visionary Partners LLC | 0.04% | Add +1.5% | 8,696 | $950K |
| Capital Analysts, LLC | 0.04% | Add +2.2% | 8,608 | $940K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.9% | 8,320 | $909K |
| CW Advisors, LLC | 0.01% | New | 7,876 | $860K |
| Essex Financial Services, Inc. | 0.06% | No change | 7,526 | $822K |
| Jones Financial Companies LLLP | 0.00% | Add +38.4% | 7,389 | $799K |
| Brown, Lisle/Cummings, Inc. | 0.22% | No change | 6,805 | $743K |
| Mayfair Advisory Group, LLC | 0.39% | Add +172.0% | 6,174 | $674K |
| Financial Advocates Investment Management | 0.05% | Reduce -1.5% | 6,078 | $664K |
| Creekside Partners | 0.32% | Reduce -3.2% | 5,613 | $613K |
| RFG Advisory, LLC | 0.01% | Add +7.9% | 4,953 | $541K |
| Truist Financial Corp. | 0.00% | Add +6.0% | 4,814 | $526K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -23.5% | 4,431 | $484K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.7% | 4,288 | $468K |
| Indie Asset Partners, LLC | 0.40% | Reduce -2.1% | 4,227 | $462K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +5.3% | 3,442 | $376K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -17.6% | 3,423 | $374K |
| Lutz Financial Services LLC | 0.03% | No change | 3,342 | $365K |
| World Equity Group, Inc. | 0.10% | Reduce -45.9% | 3,316 | $362K |
| Portland Financial Advisors Inc | 0.92% | No change | 3,280 | $358K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 3,156 | $345K |
| Meriwether Wealth & Planning, LLC | 0.22% | Add +24.7% | 3,068 | $335K |
| IVC Wealth Advisors LLC | 0.17% | No change | 2,900 | $317K |
| Financial Partners Group, Inc | 0.05% | Add +0.1% | 2,849 | $311K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.3% | 2,825 | $309K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.4% | 2,804 | $306K |
| McAdam, LLC | 0.02% | Reduce -7.6% | 2,737 | $299K |
| Angeles Wealth Management, LLC | 0.02% | No change | 2,616 | $286K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +6.4% | 2,603 | $284K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.3% | 2,528 | $276K |
| Wells Fargo & Company | 0.00% | Add +133.3% | 2,510 | $274K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -4.2% | 2,496 | $273K |
| Morgan Stanley | 0.00% | Add +7.5% | 2,488 | $272K |
| MML Investors Services, LLC | 0.00% | Reduce -15.2% | 2,483 | $271K |
| Cornerstone Planning Group LLC | 0.06% | Add +1.6% | 2,628 | $270K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +19.4% | 2,424 | $265K |
| CAP Partners, LLC | 0.18% | New | 2,302 | $251K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -17.9% | 2,297 | $251K |
| Valmark Advisers, Inc. | 0.00% | Add +4.8% | 2,261 | $247K |
| XML Financial, LLC | 0.02% | Reduce -19.2% | 2,249 | $246K |
| Financial Freedom, LLC | 0.14% | Add +0.3% | 2,181 | $238K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 2,110 | $230K |
| Rodgers & Associates, LTD | 0.03% | Add +1.0% | 2,061 | $225K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +5.6% | 2,026 | $221K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.8% | 1,972 | $215K |
| Virtue Capital Management, LLC | 0.02% | New | 1,942 | $213K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,908 | $208K |
| Royal Bank of Canada | 0.00% | Add +0.4% | 1,259 | $138K |
| Harbour Investments, Inc. | 0.00% | No change | 1,230 | $134K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 1,188 | $129K |
| NFSG Corp | 0.03% | Reduce -55.2% | 1,150 | $126K |
| Bogart Wealth, LLC | 0.01% | No change | 1,104 | $121K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +2.6% | 1,043 | $114K |
| Continuum Advisory, LLC | 0.01% | No change | 874 | $95K |
| JPMorgan Chase & Co. | 0.00% | No change | 743 | $81K |
| Geneos Wealth Management Inc. | 0.00% | No change | 600 | $66K |
| Ameriflex Group, Inc. | 0.02% | No change | 491 | $54K |
| Principal Securities, Inc. | 0.00% | No change | 372 | $40K |
| Larson Financial Group LLC | 0.00% | No change | 305 | $33K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -28.2% | 275 | $30K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 268 | $29K |
| Winthrop Capital Management, LLC | 0.01% | Add +0.4% | 236 | $26K |
| NewEdge Advisors, LLC | 0.00% | No change | 200 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 198 | $22K |
"% 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.