ONEY Institutional Ownership
State Street SPDR Russell 1000 Yield Focus ETF
1W: -0.8%
1M: -8.0%
3M: -4.8%
YTD: +7.8%
1Y: +9.2%
3Y: +45.2%
5Y: +49.0%
$123.87
-0.24 (-0.19%)
Weekly Expected Move ±1.6%
$120
$122
$124
$126
$128
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — ONEY
129
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
554M
Total Invested
17
New Positions
42
Increased
41
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (138 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 592,995 | $73M | -7,016 | -1.2% | 29Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 586,984 | $73M | -1,465 | -0.2% | 16Q | SEC ↗ |
| 3 | Alaska Permanent Fund Corp | 486,597 | $60M | -1,133,892 | -70.0% | 13Q | SEC ↗ |
| 4 | Kestra Investment Management, LLC | 376,930 | $47M | +26,114 | +7.4% | 9Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 350,251 | $43M | +4,966 | +1.4% | 18Q | SEC ↗ |
| 6 | Creative Planning | 254,984 | $32M | +12,212 | +5.0% | 18Q | SEC ↗ |
| 7 | Mariner, LLC | 226,543 | $28M | +9,921 | +4.6% | 18Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 171,325 | $21M | -2,211 | -1.3% | 7Q | SEC ↗ |
| 9 | Lebenthal Global Advisors, LLC | 113,557 | $14M | -2,009 | -1.7% | 7Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 104,734 | $13M | +9,898 | +10.4% | 29Q | SEC ↗ |
| 11 | Waverly Advisors, LLC | 71,713 | $9M | +6,059 | +9.2% | 3Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 68,232 | $8M | +9,251 | +15.7% | 15Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 59,999 | $7M | +5,346 | +9.8% | 23Q | SEC ↗ |
| 14 | Steward Partners Investment Advisory, | 56,492 | $7M | -872 | -1.5% | 7Q | SEC ↗ |
| 15 | Equitable Holdings, Inc. | 53,572 | $7M | +9,801 | +22.4% | 19Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 46,045 | $6M | +35,319 | +329.3% | 3Q | SEC ↗ |
| 17 | Kingsview Wealth Management, LLC | 43,300 | $5M | +424 | +1.0% | 21Q | SEC ↗ |
| 18 | Holos Integrated Wealth LLC | 42,660 | $5M | -868 | -2.0% | 7Q | SEC ↗ |
| 19 | Collaborative Wealth Managment Inc. | 40,204 | $5M | +2,346 | +6.2% | 17Q | SEC ↗ |
| 20 | FMA Wealth Management, LLC | 37,915 | $5M | -541 | -1.4% | 11Q | SEC ↗ |
| 21 | Family Investment Center, Inc. | 34,958 | $4M | -947 | -2.6% | 10Q | SEC ↗ |
| 22 | Savvy Advisors, Inc. | 34,857 | $4M | +4,110 | +13.4% | 3Q | SEC ↗ |
| 23 | Pallas Capital Advisors LLC | 32,934 | $4M | +824 | +2.6% | 10Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 32,363 | $4M | +1,701 | +5.5% | 26Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 32,276 | $4M | +932 | +3.0% | 15Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 28,102 | $3M | +10,717 | +61.6% | 8Q | SEC ↗ |
| 27 | IHT Wealth Management, LLC | 22,198 | $3M | +2,429 | +12.3% | 22Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 18,000 | $2M | -831 | -4.4% | 18Q | SEC ↗ |
| 29 | Thrivent Financial for Lutherans | 16,400 | $2M | +771 | +4.9% | 4Q | SEC ↗ |
| 30 | Capital Analysts, LLC | 14,006 | $2M | +113 | +0.8% | 9Q | SEC ↗ |
| 31 | Crumly & Associates Inc. | 13,723 | $2M | — | +0.0% | 17Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 13,133 | $2M | -52 | -0.4% | 19Q | SEC ↗ |
| 33 | FIDUCIARY FINANCIAL ADVISORS NEW | 12,753 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | LEAVELL INVESTMENT MANAGEMENT, INC. | 12,570 | $2M | -1,596 | -11.3% | 19Q | SEC ↗ |
| 35 | Horizon Wealth Management, LLC | 11,186 | $1M | -849 | -7.1% | 19Q | SEC ↗ |
| 36 | PRECEDENT WEALTH PARTNERS, LLC | 10,929 | $1M | -1,855 | -14.5% | 9Q | SEC ↗ |
| 37 | Fifth Third Securities, Inc. | 10,647 | $1M | +17 | +0.2% | 15Q | SEC ↗ |
| 38 | Bonfire Financial | 9,656 | $1M | -922 | -8.7% | 7Q | SEC ↗ |
| 39 | Pathfinder Wealth Consulting, Inc. | 9,432 | $1M | -40 | -0.4% | 2Q | SEC ↗ |
| 40 | Venture Visionary Partners LLC | 8,696 | $1M | — | +0.0% | 11Q | SEC ↗ |
| 41 | CoreFirst Bank & Trust | 8,395 | $1M | +157 | +1.9% | 8Q | SEC ↗ |
| 42 | SageView Advisory Group, LLC NEW | 8,148 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | WORLD EQUITY GROUP, INC. | 7,526 | $932K | +3,783 | +101.1% | 10Q | SEC ↗ |
| 44 | Essex Financial Services, Inc. | 7,127 | $883K | -264 | -3.6% | 11Q | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 6,861 | $850K | +321 | +4.9% | 5Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,187 | $766K | -4,469 | -41.9% | 5Q | SEC ↗ |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 5,928 | $734K | -606 | -9.3% | 27Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 5,855 | $725K | -511 | -8.0% | 14Q | SEC ↗ |
| 49 | Creekside Partners | 5,587 | $692K | +41 | +0.7% | 9Q | SEC ↗ |
| 50 | Cornerstone Wealth Management, LLC | 5,001 | $619K | +1,054 | +26.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 12,753 | $2M |
| SageView Advisory Group, LLC | 8,148 | $1M |
| Global Retirement Partners, LLC | 2,481 | $307K |
| JANE STREET GROUP, LLC | 2,358 | $292K |
| MML INVESTORS SERVICES, LLC | 1,760 | $218K |
| Main Street Financial Solutions, LL | 1,640 | $203K |
| Rodgers & Associates, LTD | 1,636 | $203K |
| J.W. COLE ADVISORS, INC. | 1,612 | $200K |
| Diversify Advisory Services, LLC | 1,553 | $192K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,553 | $192K |
| Continuum Advisory, LLC | 1,070 | $133K |
| MERCER GLOBAL ADVISORS INC /ADV | 300 | $37K |
| 1620 INVESTMENT ADVISORS, INC. | 275 | $34K |
| MCF Advisors LLC | 112 | $14K |
| AlphaCore Capital LLC | 108 | $13K |
| Golden State Wealth Management, LLC | 93 | $12K |
| COUNTRY TRUST BANK | 75 | $9K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MOULTON WEALTH MANAGEMENT, INC | 198,524 | $25M |
| Constant Guidance Financial LLC | 6,492 | $804K |
| HRT FINANCIAL LP | 5,671 | $702K |
| Meridian Wealth Management, LLC | 4,189 | $519K |
| CITADEL ADVISORS LLC | 3,327 | $412K |
| World Investment Advisors | 2,763 | $342K |
| Financial Freedom, LLC | 2,209 | $274K |
| Strategic Financial Concepts, LLC | 1,933 | $239K |
| MAI Capital Management | 1,544 | $191K |
| Garton & Associates Financial Advis | 1,210 | $150K |
| UBS Group AG | 1,137 | $141K |
| Root Financial Partners, LLC | 537 | $67K |
| Sound Income Strategies, LLC | 305 | $38K |
| Key Financial Inc | 133 | $16K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +35,319 | +329.3% | 46,045 |
| Kestra Investment Management, LLC | +26,114 | +7.4% | 376,930 |
| Creative Planning | +12,212 | +5.0% | 254,984 |
| JONES FINANCIAL COMPANIES LLLP | +10,717 | +61.6% | 28,102 |
| Mariner, LLC | +9,921 | +4.6% | 226,543 |
| ENVESTNET ASSET MANAGEMENT INC | +9,898 | +10.4% | 104,734 |
| Equitable Holdings, Inc. | +9,801 | +22.4% | 53,572 |
| Cetera Investment Advisers | +9,251 | +15.7% | 68,232 |
| Waverly Advisors, LLC | +6,059 | +9.2% | 71,713 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +5,346 | +9.8% | 59,999 |
| Cambridge Investment Research Advis | +4,966 | +1.4% | 350,251 |
| Savvy Advisors, Inc. | +4,110 | +13.4% | 34,857 |
| WORLD EQUITY GROUP, INC. | +3,783 | +101.1% | 7,526 |
| IHT Wealth Management, LLC | +2,429 | +12.3% | 22,198 |
| Collaborative Wealth Managment Inc. | +2,346 | +6.2% | 40,204 |
| Tower Research Capital LLC (TRC) | +2,306 | +95.1% | 4,730 |
| OSAIC HOLDINGS, INC. | +1,701 | +5.5% | 32,363 |
| Cornerstone Wealth Management, LLC | +1,054 | +26.7% | 5,001 |
| BANK OF AMERICA CORP /DE | +932 | +3.0% | 32,276 |
| Pallas Capital Advisors LLC | +824 | +2.6% | 32,934 |