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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: 114    5
Total shares held : 
6,247,103  
% of shares held : 
69.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
761,860  
% of shares held change : 
  8.47%  
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 :
7
 10,813
 0.17%
 
Increased Positions :
43
 857,924
 13.73%
 
Unchanged Positions :
31
 2,482,802
 39.74%
 
Decreased Positions :
33
-46,520
-0.74%
 
Closed Positions :
12
-60,357
-0.97%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 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 9 - 2025-03-31 2,420,919 $252,114,000 0
   AMERIPRISE FINANCIAL INC 447 - 2025-03-31 1,166,106 $127,431,000 394,960
   LPL FINANCIAL CORP 567 - 2025-03-31 608,659 $66,488,000 -10,592
   Kestra Investment Management LLC 20 - 2025-03-31 421,115 $46,001,000 353,776
   CREATIVE PLANNING 252 - 2025-03-31 254,303 $27,779,000 -2,666
   RAYMOND JAMES FINANCIAL INC 1220 - 2025-03-31 203,790 $22,261,000 -1,524
   MARINER WEALTH ADVISORS, LLC 391 - 2025-03-31 173,181 $18,918,000 11,074
   Lebenthal Global Advisors LLC 12 - 2025-03-31 114,558 $12,514,000 3,242
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 644 - 2025-03-31 63,599 $6,947,000 15,205
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 580 - 2025-03-31 59,251 $6,472,000 3,149
   Steward Partners Investment Advisory LLC 362 - 2025-03-31 50,759 $5,545,000 35,381
   ENVESTNET ASSET MANAGEMENT INC 2023 - 2025-03-31 50,427 $5,509,000 -1,035
   Private Advisor Group LLC 516 - 2025-03-31 47,255 $5,162,000 1,043
   FMA Wealth Management LLC 10 - 2025-03-31 36,736 $4,131,000 206
   Pallas Capital Advisors LLC 118 - 2025-03-31 35,991 $3,932,000 -254
   Family Investment Center Inc. 22 - 2025-03-31 35,699 $3,900,000 552
   Kingsview Wealth Management LLC 252 - 2025-03-31 35,030 $3,827,000 5,288
   Equitable Holdings Inc. 413 - 2025-03-31 27,215 $2,973,000 4,112
   Cetera Investment Advisers 1470 - 2025-03-31 25,653 $2,802,000 -10,799
   BANK OF AMERICA CORP /DE/ 3582 - 2025-03-31 24,121 $2,635,000 2,026
   Collaborative Wealth Managment Inc. 22 - 2025-03-31 22,479 $2,456,000 781
   IHT Wealth Management LLC 289 - 2025-03-31 18,628 $2,035,000 -1,266
   LEAVELL T & ASSOCIATES INC 202 - 2025-03-31 16,999 $1,857,000 500
   COMMONWEALTH EQUITY SERVICES LLC. 1930 - 2025-03-31 16,735 $1,828,000 -126
   Advisor Group Holdings Inc. 1788 - 2025-03-31 15,212 $1,662,000 7,636
   Bonfire Financial 17 - 2025-03-31 15,006 $1,639,000 -1,804
   THRIVENT FINANCIAL FOR LUTHERANS 879 - 2025-03-31 13,261 $1,527,000 0
   Crumly & Associates Inc. 49 - 2025-06-30 13,723 $1,486,000 0
   PRECEDENT WEALTH PARTNERS LLC 73 - 2025-03-31 12,439 $1,359,000 5,171
   Capital Asset Advisory Services LLC 126 - 2025-03-31 11,874 $1,306,000 612
   Horizon Wealth Management LLC 29 - 2025-03-31 11,954 $1,306,000 -1,729
   AXXCESS WEALTH MANAGEMENT LLC 334 - 2025-03-31 11,845 $1,294,000 652
   CoreFirst Bank & Trust 37 - 2025-03-31 10,794 $1,179,000 158
   Global Retirement Partners LLC 427 - 2024-12-31 9,947 $1,083,000 -513
   Strategic Financial Concepts LLC 117 - 2025-03-31 9,557 $1,044,000 -369
   Fifth Third Securities Inc. 183 - 2025-03-31 8,962 $979,000 0
   Venture Visionary Partners LLC 279 - 2025-03-31 8,696 $950,000 131
   Capital Analysts Inc. 269 - 2025-03-31 8,608 $940,000 187
   H D Vest Advisory Services 1137 - 2025-03-31 8,320 $909,000 -246
   Congress Wealth Management LLC / DE / 666 *New 2025-03-31 7,876 $860,000 7,876
   ESSEX FINANCIAL SERVICES INC 274 - 2025-03-31 7,526 $822,000 0
   JONES FINANCIAL COMPANIES LLLP - 2025-03-31 7,389 $799,000 2,049
   BROWN LISLE/CUMMINGS INC. 107 - 2025-03-31 6,805 $743,000 0
   Mayfair Advisory Group LLC 53 - 2025-03-31 6,174 $674,000 3,904
   Financial Advocates Investment Management 363 - 2025-03-31 6,078 $664,000 -90
   Creekside Partners 75 - 2025-03-31 5,613 $613,000 -185
   RFG Advisory Group LLC 536 - 2025-03-31 4,953 $541,000 364
   BB&T CORP 1818 - 2025-03-31 4,814 $526,000 274
   Insight Advisors LLC/ PA 150 - 2025-03-31 4,431 $484,000 -1,363
   Integrated Wealth Concepts LLC 1151 - 2025-03-31 4,288 $468,000 -119
   Indie Asset Partners LLC 42 - 2025-03-31 4,227 $462,000 -93
   Gladstone Institutional Advisory LLC 540 - 2025-03-31 3,442 $376,000 173
   Cascade Financial Partners LLC 178 - 2025-03-31 3,423 $374,000 -732
   Lutz Financial Services LLC 76 - 2025-03-31 3,342 $365,000 0
   WORLD EQUITY GROUP INC. 190 - 2025-03-31 3,316 $362,000 -2,810
   Portland Financial Advisors Inc 41 - 2025-03-31 3,280 $358,000 0
   Concurrent Investment Advisors LLC 854 - 2025-03-31 3,156 $345,000 0
   Meriwether Wealth & Planning LLC 79 - 2025-03-31 3,068 $335,000 608
   IVC Wealth Advisors LLC 121 - 2025-03-31 2,900 $317,000 0
   Financial Partners Group Inc 140 - 2025-03-31 2,849 $311,000 2
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2369 - 2025-03-31 2,825 $309,000 457
   Western Wealth Management LLC 526 - 2025-03-31 2,804 $306,000 -40
   McAdam LLC 260 - 2025-03-31 2,737 $299,000 -224
   ANGELES WEALTH MANAGEMENT LLC 225 - 2025-03-31 2,616 $286,000 0
   Prime Capital Investment Advisors LLC 852 - 2025-03-31 2,603 $284,000 156
   THOROUGHBRED FINANCIAL SERVICES LLC 560 - 2025-03-31 2,528 $276,000 8
   WELLS FARGO & CO/MN 3854 - 2025-03-31 2,510 $274,000 1,434
   Ally Invest Advisors Inc. 62 - 2025-03-31 2,496 $273,000 -110
   MORGAN STANLEY 5396 - 2025-03-31 2,488 $272,000 173
   MML INVESTORS SERVICES LLC 2344 - 2025-03-31 2,483 $271,000 -444
   Cornerstone Planning Group LLC 75 - 2025-03-31 2,628 $270,000 42
   Cornerstone Wealth Management LLC 502 - 2025-03-31 2,424 $265,000 393
   Quadcap Wealth Management LLC 328 - 2025-03-31 2,297 $251,000 -501
   CAP Partners LLC 110 *New 2025-03-31 2,302 $251,000 2,302
   VALMARK ADVISERS INC 537 - 2025-03-31 2,261 $247,000 104
   XML Financial LLC 306 - 2025-03-31 2,249 $246,000 -534
   Financial Freedom LLC 91 - 2025-03-31 2,181 $238,000 6
   Main Street Financial Solutions LLC 457 - 2025-03-31 2,110 $230,000 0
   Rodgers & Associates LTD 88 - 2025-03-31 2,061 $225,000 20
   TOWER RESEARCH CAPITAL LLC 1305 - 2025-03-31 2,026 $221,000 108
   Kestra Advisory Services LLC 2365 - 2025-03-31 1,972 $215,000 -77
   Virtue Capital Management LLC 436 - 2025-03-31 1,942 $213,000 1,942
   Dynamic Advisors Solutions LLC 793 - 2025-03-31 1,908 $208,000 1,908
   ROYAL BANK OF CANADA 4443 - 2025-03-31 1,259 $138,000 5
   HARBOUR INVESTMENTS INC. 1245 - 2025-03-31 1,230 $134,000 0
   Glass Jacobson Investment Advisors llc 268 - 2025-03-31 1,188 $129,000 0
   Newbridge Financial Services Group Inc. 243 - 2025-03-31 1,150 $126,000 -1,415
   Bogart Wealth LLC 277 - 2025-03-31 1,104 $121,000 0
   Continuum Advisory LLC 532 - 2025-03-31 874 $95,000 0
   J P MORGAN CHASE & CO 4524 - 2025-03-31 743 $81,000 0
   Geneos Wealth Management Inc. 1332 - 2025-03-31 600 $66,000 0
   AMERIFLEX GROUP INC. 440 - 2025-03-31 491 $54,000 0
   PRINCIPAL SECURITIES INC. 1830 - 2025-03-31 372 $40,000 0
   Larson Financial Group LLC 1168 - 2025-03-31 305 $33,000 0
   Nova Wealth Management Inc. 249 - 2025-03-31 275 $30,000 -108
   GPS Wealth Strategies Group LLC 736 *New 2025-03-31 268 $29,000 268
   Winthrop Capital Management LLC 179 - 2025-03-31 236 $26,000 1
   CoreCap Advisors LLC 1468 - 2025-03-31 198 $22,000 0
   Goss Wealth Management LLC 2788 - 2025-03-31 200 $22,000 0
   PRIVATE TRUST CO NA 1603 *New 2025-03-31 160 $17,000 160

  100 Records found
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