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Get Institutions for : 
Spdr Russell 1000 Yield Focus Etf (ONEY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    2
Total shares held : 
5,874,913  
% of shares held : 
65.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
-299,337  
% of shares held change : 
  -3.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 22,054
 0.38%
 
Increased Positions :
38
 92,477
 1.57%
 
Unchanged Positions :
16
 3,342,460
 56.89%
 
Decreased Positions :
30
-288,259
-4.91%
 
Closed Positions :
7
-125,609
-2.14%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Alaska Permanent Fund Corp 3 - 2024-03-31 3,312,764 $359,958,000 0
   LPL FINANCIAL CORP 436 - 2023-12-31 602,426 $60,676,000 11,711
   AMERIPRISE FINANCIAL INC 809 - 2023-12-31 456,546 $46,065,000 -198,269
   CREATIVE PLANNING 215 - 2023-12-31 231,684 $23,335,000 9,209
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 534 - 2024-03-31 170,187 $18,492,000 9,993
   Arden Trust Co 16 - 2024-03-31 134,388 $14,602,000 696
   MARINER WEALTH ADVISORS, LLC 420 - 2023-12-31 120,117 $12,098,000 16,910
   ENVESTNET ASSET MANAGEMENT INC 1586 - 2023-12-31 78,082 $7,864,000 842
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 448 - 2023-12-31 72,230 $7,275,000 -11,808
   Private Advisor Group LLC - 2024-03-31 56,127 $6,099,000 5,558
   IHT Wealth Management LLC 83 - 2023-12-31 60,175 $6,061,000 2,504
   RAYMOND JAMES & ASSOCIATES 1474 - 2024-03-31 53,943 $5,861,000 4,007
   Arkadios Wealth Advisors - 2024-03-31 49,089 $5,334,000 -1,158
   Concurrent Investment Advisors LLC 109 - 2023-12-31 44,485 $4,480,000 0
   Pallas Capital Advisors LLC 112 *New 2024-03-31 33,971 $3,691,000 33,971
   Family Investment Center Inc. 22 *New 2024-03-31 32,498 $3,531,000 32,498
   BANK OF AMERICA CORP /DE/ 3131 - 2023-12-31 34,061 $3,431,000 3,322
   Aspire Wealth Management Corp - 2024-03-31 24,461 $2,658,000 -23,370
   Integrated Wealth Concepts LLC 392 - 2023-12-31 25,422 $2,561,000 674
   COMMONWEALTH EQUITY SERVICES LLC. 1623 - 2024-03-31 22,853 $2,483,000 1,138
   Crumly & Associates Inc. - 2024-03-31 19,948 $2,167,000 -1,267
   Equitable Holdings Inc. 398 - 2023-12-31 20,838 $2,099,000 -6,895
   Collaborative Wealth Managment Inc. 24 - 2023-12-31 20,503 $2,065,000 -1,066
   MML INVESTORS SERVICES LLC 1064 - 2023-12-31 17,349 $1,747,000 1,737
   LEAVELL T & ASSOCIATES INC 194 - 2024-03-31 15,490 $1,683,000 274
   Baird Financial Group Inc. 1035 - 2023-12-31 14,014 $1,411,000 207
   FINANCIAL NETWORK 1159 - 2023-12-31 13,869 $1,397,000 76
   Kingsview Wealth Management LLC 423 - 2023-12-31 11,521 $1,160,000 3,366
   Horizon Wealth Management LLC 26 - 2024-03-31 10,631 $1,155,000 884
   FMA Wealth Management LLC - 2024-03-31 10,510 $1,142,000 2,987
   Advisor Group Holdings Inc. 2500 - 2023-12-31 9,864 $994,000 -4,658
   Global Retirement Partners LLC 363 - 2024-03-31 8,999 $978,000 -257
   Capital Asset Advisory Services LLC 137 - 2024-03-31 8,748 $939,000 789
   Strategic Financial Concepts LLC 110 - 2024-03-31 8,194 $890,000 8,194
   Financial Advocates Investment Management - 2024-03-31 7,638 $830,000 0
   H D Vest Advisory Services 788 - 2023-12-31 8,094 $815,000 102
   AXXCESS WEALTH MANAGEMENT LLC 400 - 2023-12-31 7,959 $802,000 518
   Fifth Third Securities Inc. 170 - 2024-03-31 7,349 $799,000 156
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1944 - 2024-03-31 6,757 $734,000 127
   BB&T CORP 1742 - 2023-12-31 7,233 $729,000 1,735
   Cetera Investment Advisers 1296 - 2023-12-31 7,084 $713,000 -66
   TITLEIST ASSET MANAGEMENT LTD. 117 - 2022-12-31 7,403 $694,000 1,584
   ESSEX FINANCIAL SERVICES INC 299 - 2024-03-31 5,266 $572,000 801
   RFG Advisory Group LLC 489 - 2024-03-31 4,925 $535,000 226
   Insight Advisors LLC/ PA - 2023-12-31 5,161 $520,000 9
   Atlas Private Wealth Advisors 82 - 2023-12-31 4,876 $491,000 -422
   CENTAURUS FINANCIAL INC. 375 - 2023-12-31 4,798 $483,000 -1,006
   Venture Visionary Partners LLC 368 *New 2023-12-31 4,331 $436,000 4,331
   Quadcap Wealth Management LLC 225 - 2023-12-31 4,089 $412,000 0
   Kestra Advisory Services LLC 1647 - 2023-12-31 3,969 $400,000 -16,677
   Ally Invest Advisors Inc. 45 - 2023-12-31 3,755 $378,000 -193
   Gladstone Institutional Advisory LLC 474 - 2023-12-31 3,743 $377,000 375
   Galvin Gaustad & Stein LLC 142 - 2024-03-31 3,312 $360,000 -500
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4250 - 2023-12-31 3,433 $346,000 -744
   Belpointe Asset Management LLC 479 - 2023-12-31 3,399 $342,000 -2,536
   We Are One Seven LLC 670 *New 2023-12-31 3,309 $333,000 3,309
   Dynamic Advisors Solutions LLC 726 - 2024-03-31 3,067 $333,000 -2,328
   Rodgers & Associates LTD 73 - 2023-12-31 3,238 $326,000 98
   ROOF EIDAM & MAYCOCK/ADV 95 - 2023-12-31 3,128 $315,000 -258
   Western Wealth Management LLC 496 - 2024-03-31 2,844 $309,000 0
   IVC Wealth Advisors LLC 123 - 2024-03-31 2,765 $300,000 0
   ANGELES WEALTH MANAGEMENT LLC 162 - 2023-12-31 2,616 $263,000 0
   Prime Capital Investment Advisors LLC *New 2023-12-31 2,531 $255,000 2,531
   TWO SIGMA INVESTMENTS LLC 2615 *New 2023-12-31 2,500 $252,000 2,500
   Main Street Financial Solutions LLC 447 - 2024-03-31 2,322 $252,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 503 - 2023-12-31 2,481 $249,000 9
   XML Financial LLC 288 - 2023-12-31 2,446 $246,000 -500
   FLAGSHIP HARBOR ADVISORS LLC 582 - 2024-03-31 2,244 $244,000 -634
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2037 - 2024-03-31 2,235 $243,000 0
   Financial Partners Group Inc 152 - 2023-12-31 2,318 $234,000 -426
   Financial Freedom LLC 92 - 2024-03-31 2,154 $234,000 7
   Mayfair Advisory Group LLC 123 - 2024-03-31 2,129 $231,000 -100
   McAdam LLC 272 *New 2024-03-31 2,079 $226,000 2,079
   TOWER RESEARCH CAPITAL LLC 1999 - 2023-12-31 2,225 $224,000 -2,573
   FLOW TRADERS U.S. LLC 624 - 2023-12-31 2,206 $222,000 2,206
   SHEETS SMITH & ASSOCIATES INC 302 - 2023-09-30 2,352 $215,000 0
   Atria Wealth Solutions Inc. 1715 - 2023-12-31 2,110 $213,000 2,110
   LOCKERMAN FINANCIAL GROUP INC. 102 *New 2024-03-31 1,950 $212,000 1,950
   VALMARK ADVISERS INC 465 *New 2023-12-31 2,108 $212,000 2,108
   Newbridge Financial Services Group Inc. 190 - 2024-03-31 1,865 $203,000 950
   Cornerstone Planning Group LLC 86 - 2023-12-31 1,842 $186,000 1,010
   Glass Jacobson Investment Advisors llc 243 *New 2024-03-31 1,265 $137,000 1,265
   HARBOUR INVESTMENTS INC. 1053 - 2023-12-31 1,230 $124,000 0
   ROYAL BANK OF CANADA 4815 - 2023-12-31 1,233 $124,000 -4,752
   Bogart Wealth LLC 255 - 2024-03-31 1,104 $120,000 0
   MORGAN STANLEY 5690 - 2023-12-31 1,160 $117,000 252
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 714 $78,000 0
   Geneos Wealth Management Inc. - 2024-03-31 600 $65,000 0
   J P MORGAN CHASE & CO 4722 *New 2023-12-31 510 $51,000 510
   Larson Financial Group LLC - 2024-03-31 455 $49,000 -27
   BENJAMIN F. EDWARDS & COMPANY INC. 1296 - 2024-03-31 437 $47,000 109
   UBS Group AG 5353 - 2023-12-31 416 $42,000 -381
   Tyler-Stone Wealth Management 387 - 2023-12-31 401 $40,000 241
   PRINCIPAL SECURITIES INC. 1660 - 2023-12-31 320 $32,000 0
   Steward Partners Investment Advisory LLC 2169 *New 2023-12-31 311 $31,000 311
   Winthrop Capital Management LLC 189 - 2023-12-31 224 $23,000 0
   Goss Wealth Management LLC 2528 - 2023-12-31 220 $22,000 0
   PROEQUITIES INC. - 2024-03-31 150 $16,000 -11,716
   US BANCORP 3392 - 2023-12-31 58 $6,000 -166
   PNC FINANCIAL SERVICES GROUP INC 4028 - 2023-12-31 32 $3,000 0

  100 Records found
  1    
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