ONEY Institutional Ownership & Shareholders
SPDR RUSSELL 1000 YIELD FOCU (ONEY) is currently held by 112 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $398.51M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ONEY tracked by InsiderSet, reporting ownership valued at approximately $75.96M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $79.98M, representing an estimated gain of +5.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed ONEY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ameriprise Financial Inc, Creative Planning, and several other long-term asset managers with concentrated positions in SPDR RUSSELL 1000 YIELD FOCU (ONEY).
This page ranks the largest institutional ONEY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
112
Total Reported Value
$398.51M
Largest Holder
Lpl Financial Llc
Largest Position
$75.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 592,995 | $75,962,585 | $79,977,414 | +$4,014,829 | +5.29% | |
| Ameriprise Financial Inc | 0.02% | 586,984 | $75,141,852 | $79,166,708 | +$4,024,856 | +5.36% | |
| Creative Planning | 0.02% | 261,200 | $32,106,701 | $35,228,122 | +$3,121,421 | +9.72% | |
| Mariner, Llc | 0.03% | 226,543 | $29,020,095 | $30,553,922 | +$1,533,827 | +5.29% | |
| Raymond James Financial Inc | 0.01% | 171,325 | $21,946,714 | $23,106,654 | +$1,159,940 | +5.29% | |
| Lebenthal Global Advisors, Llc | 1.87% | 113,364 | $13,934,703 | $15,289,437 | +$1,354,734 | +9.72% | |
| Envestnet Asset Management Inc | 0.00% | 104,734 | $13,416,442 | $14,125,506 | +$709,064 | +5.29% | |
| Waverly Advisors, Llc | 0.05% | 71,713 | $9,186,457 | $9,671,954 | +$485,497 | +5.28% | |
| Cetera Investment Advisers | 0.01% | 68,232 | $8,740,531 | $9,202,470 | +$461,939 | +5.29% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 56,492 | $7,236,676 | $7,619,093 | +$382,417 | +5.28% | |
| Equitable Holdings, Inc. | 0.04% | 53,572 | $6,862,613 | $7,225,272 | +$362,659 | +5.28% | |
| Kestra Advisory Services, Llc | 0.02% | 49,410 | $6,073,429 | $6,663,942 | +$590,513 | +9.72% | |
| Goldman Sachs Group Inc | 0.00% | 46,045 | $5,898,365 | $6,210,103 | +$311,738 | +5.29% | |
| Kingsview Wealth Management, Llc | 0.07% | 43,300 | $5,546,747 | $5,839,884 | +$293,137 | +5.28% | |
| Holos Integrated Wealth Llc | 2.46% | 42,300 | $5,477,000 | $5,705,014 | +$228,014 | +4.16% | |
| Collaborative Wealth Managment Inc. | 2.17% | 40,204 | $5,150,193 | $5,422,326 | +$272,133 | +5.28% | |
| Fma Wealth Management, Llc | 2.95% | 38,069 | $4,679,450 | $5,134,377 | +$454,927 | +9.72% | |
| Alaska Permanent Fund Corp | 0.36% | 37,531 | $4,613,311 | $5,061,817 | +$448,506 | +9.72% | |
| Savvy Advisors, Inc. | 0.10% | 34,857 | $4,465,237 | $4,701,174 | +$235,937 | +5.28% | |
| Pallas Capital Advisors Llc | 0.13% | 32,934 | $4,218,835 | $4,441,818 | +$222,983 | +5.29% | |
| Osaic Holdings, Inc. | 0.00% | 32,363 | $4,146,324 | $4,364,808 | +$218,484 | +5.27% | |
| Bank Of America Corp | 0.00% | 32,276 | $4,134,555 | $4,353,074 | +$218,519 | +5.29% | |
| Family Investment Center, Inc. | 0.66% | 32,749 | $4,025,501 | $4,416,867 | +$391,366 | +9.72% | |
| Jones Financial Companies Lllp | 0.00% | 28,102 | $3,623,749 | $3,790,125 | +$166,376 | +4.59% | |
| Iht Wealth Management, Llc | 0.06% | 22,198 | $2,843,563 | $2,993,851 | +$150,288 | +5.29% | |
| Thrivent Financial For Lutherans | 0.00% | 16,400 | $2,101,000 | $2,211,873 | +$110,873 | +5.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,602 | $1,917,810 | $2,104,246 | +$186,436 | +9.72% | |
| Capital Analysts, Llc | 0.04% | 14,006 | $1,794,000 | $1,888,993 | +$94,993 | +5.30% | |
| Crumly & Associates Inc. | 0.30% | 13,723 | $1,686,831 | $1,850,825 | +$163,994 | +9.72% | |
| Private Advisor Group, Llc | 0.01% | 13,133 | $1,682,354 | $1,771,252 | +$88,898 | +5.28% | |
| Action Point Financial Planning, Llc | 0.18% | 12,735 | $1,631,175 | $1,717,573 | +$86,398 | +5.30% | |
| Leavell Investment Management, Inc. | 0.06% | 12,570 | $1,610,217 | $1,695,320 | +$85,103 | +5.29% | |
| Precedent Wealth Partners, Llc | 0.24% | 12,594 | $1,548,082 | $1,698,557 | +$150,475 | +9.72% | |
| Horizon Wealth Management, Llc | 0.17% | 11,268 | $1,385,039 | $1,519,719 | +$134,680 | +9.72% | |
| Fifth Third Securities, Inc. | 0.07% | 10,950 | $1,345,991 | $1,476,830 | +$130,839 | +9.72% | |
| Bonfire Financial | 0.79% | 9,656 | $1,236,998 | $1,302,308 | +$65,310 | +5.28% | |
| Corefirst Bank & Trust | 0.53% | 8,395 | $1,075,399 | $1,132,236 | +$56,837 | +5.29% | |
| Venture Visionary Partners Llc | 0.03% | 8,696 | $1,068,912 | $1,172,832 | +$103,920 | +9.72% | |
| Essex Financial Services, Inc. | 0.05% | 7,127 | $912,969 | $961,221 | +$48,252 | +5.29% | |
| Bank Of New York Mellon Corp | 0.00% | 6,861 | $878,970 | $925,345 | +$46,375 | +5.28% | |
| Susquehanna International Group, Llp | 0.00% | 6,187 | $792,554 | $834,443 | +$41,889 | +5.29% | |
| Wells Fargo & Company/Mn | 0.00% | 5,855 | $749,996 | $789,666 | +$39,670 | +5.29% | |
| Creekside Partners | 0.26% | 5,587 | $715,668 | $753,520 | +$37,852 | +5.29% | |
| Truist Financial Corp | 0.00% | 5,456 | $670,652 | $735,852 | +$65,200 | +9.72% | |
| Cornerstone Wealth Management, Llc | 0.03% | 5,001 | $640,647 | $674,486 | +$33,839 | +5.28% | |
| Tower Research Capital Llc (Trc) | 0.01% | 4,730 | $605,913 | $637,937 | +$32,024 | +5.29% | |
| Brown, Lisle/Cummings, Inc. | 0.13% | 4,865 | $598,006 | $656,144 | +$58,138 | +9.72% | |
| Gladstone Institutional Advisory Llc | 0.02% | 4,544 | $582,095 | $612,851 | +$30,756 | +5.28% | |
| Merit Financial Group, Llc | 0.00% | 4,114 | $527,003 | $554,856 | +$27,853 | +5.29% | |
| Northrock Partners, Llc | 0.01% | 3,965 | $507,956 | $534,761 | +$26,805 | +5.28% |
Frequently asked questions about ONEY
Who are the largest institutional holders of ONEY?
The largest institutional holders of ONEY reported in the latest SEC Form 13F filings include Lpl Financial Llc, Ameriprise Financial Inc, Creative Planning, Mariner, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported ONEY position.
What is ONEY institutional ownership?
This page tracks ONEY positions reported by institutional investment managers through SEC Form 13F. SPDR RUSSELL 1000 YIELD FOCU (ONEY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ONEY?
InsiderSet currently tracks 112 institutional managers reporting ONEY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ONEY shareholders.
How much ONEY stock do institutions own?
Institutional investment managers disclosed approximately $398.51M in ONEY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ONEY institutional ownership last updated?
The latest ONEY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ONEY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ONEY position after the reporting date.
Are institutions buying or selling ONEY?
Institutional buying and selling can be analyzed by comparing ONEY positions across consecutive 13F reporting periods. InsiderSet's ONEY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ONEY ownership changes.
How has ONEY institutional ownership changed over time?
InsiderSet tracks ONEY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.