SPDR RUSSELL 1000 YIELD FOCU (ONEY) Institutional Shareholders
SPDR RUSSELL 1000 YIELD FOCU (ONEY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $359.03M in ONEY holdings during the latest filing period.
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 $77.10M, representing an estimated gain of +1.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed ONEY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ameriprise Financial Inc, Mariner, Llc, 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
115
Total Reported Value
$359.03M
Largest Holder
Lpl Financial Llc
Largest Position
$75.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
133
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 | $77,101,210 | +$1,138,625 | +1.50% | |
| Ameriprise Financial Inc | 0.02% | 586,984 | $75,141,852 | $76,319,660 | +$1,177,808 | +1.57% | |
| Mariner, Llc | 0.03% | 226,543 | $29,020,095 | $29,455,121 | +$435,026 | +1.50% | |
| Raymond James Financial Inc | 0.01% | 171,325 | $21,946,714 | $22,275,677 | +$328,963 | +1.50% | |
| Lebenthal Global Advisors, Llc | 1.96% | 113,557 | $14,546,588 | $14,764,681 | +$218,093 | +1.50% | |
| Envestnet Asset Management Inc | 0.00% | 104,734 | $13,416,442 | $13,617,515 | +$201,073 | +1.50% | |
| Waverly Advisors, Llc | 0.05% | 71,713 | $9,186,457 | $9,324,124 | +$137,667 | +1.50% | |
| Cetera Investment Advisers | 0.01% | 68,232 | $8,740,531 | $8,871,525 | +$130,994 | +1.50% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 56,492 | $7,236,676 | $7,345,090 | +$108,414 | +1.50% | |
| Equitable Holdings, Inc. | 0.04% | 53,572 | $6,862,613 | $6,965,431 | +$102,818 | +1.50% | |
| Goldman Sachs Group Inc | 0.00% | 46,045 | $5,898,365 | $5,986,771 | +$88,406 | +1.50% | |
| Holos Integrated Wealth Llc | 2.61% | 42,660 | $5,590,004 | $5,546,653 | -$43,351 | -0.78% | |
| Kingsview Wealth Management, Llc | 0.07% | 43,300 | $5,546,747 | $5,629,866 | +$83,119 | +1.50% | |
| Collaborative Wealth Managment Inc. | 2.17% | 40,204 | $5,150,193 | $5,227,324 | +$77,131 | +1.50% | |
| Fma Wealth Management, Llc | 3.11% | 37,915 | $4,856,968 | $4,929,708 | +$72,740 | +1.50% | |
| Family Investment Center, Inc. | 0.74% | 34,958 | $4,478,081 | $4,545,239 | +$67,158 | +1.50% | |
| Savvy Advisors, Inc. | 0.10% | 34,857 | $4,465,237 | $4,532,107 | +$66,870 | +1.50% | |
| Pallas Capital Advisors Llc | 0.13% | 32,934 | $4,218,835 | $4,282,079 | +$63,244 | +1.50% | |
| Osaic Holdings, Inc. | 0.00% | 32,363 | $4,146,324 | $4,207,837 | +$61,513 | +1.48% | |
| Bank Of America Corp | 0.00% | 32,276 | $4,134,555 | $4,196,526 | +$61,971 | +1.50% | |
| Jones Financial Companies Lllp | 0.00% | 28,102 | $3,623,749 | $3,653,822 | +$30,073 | +0.83% | |
| Iht Wealth Management, Llc | 0.06% | 22,198 | $2,843,563 | $2,886,184 | +$42,621 | +1.50% | |
| Kestra Advisory Services, Llc | 0.01% | 18,000 | $2,305,747 | $2,340,360 | +$34,613 | +1.50% | |
| Thrivent Financial For Lutherans | 0.00% | 16,400 | $2,101,000 | $2,132,328 | +$31,328 | +1.49% | |
| Capital Analysts, Llc | 0.04% | 14,006 | $1,794,000 | $1,821,060 | +$27,060 | +1.51% | |
| Crumly & Associates Inc. | 0.34% | 13,723 | $1,757,916 | $1,784,264 | +$26,348 | +1.50% | |
| Private Advisor Group, Llc | 0.01% | 13,133 | $1,682,354 | $1,707,553 | +$25,199 | +1.50% | |
| Action Point Financial Planning, Llc | 0.18% | 12,735 | $1,631,175 | $1,655,805 | +$24,630 | +1.51% | |
| Leavell Investment Management, Inc. | 0.06% | 12,570 | $1,610,217 | $1,634,351 | +$24,134 | +1.50% | |
| Horizon Wealth Management, Llc | 0.18% | 11,186 | $1,432,899 | $1,454,404 | +$21,505 | +1.50% | |
| Precedent Wealth Partners, Llc | 0.23% | 10,929 | $1,400,005 | $1,420,989 | +$20,984 | +1.50% | |
| Fifth Third Securities, Inc. | 0.08% | 10,647 | $1,363,881 | $1,384,323 | +$20,442 | +1.50% | |
| Bonfire Financial | 0.79% | 9,656 | $1,236,998 | $1,255,473 | +$18,475 | +1.49% | |
| Venture Visionary Partners Llc | 0.03% | 8,696 | $1,113,958 | $1,130,654 | +$16,696 | +1.50% | |
| Corefirst Bank & Trust | 0.53% | 8,395 | $1,075,399 | $1,091,518 | +$16,119 | +1.50% | |
| World Equity Group, Inc. | 0.22% | 7,526 | $964,084 | $978,531 | +$14,447 | +1.50% | |
| Essex Financial Services, Inc. | 0.05% | 7,127 | $912,969 | $926,653 | +$13,684 | +1.50% | |
| Bank Of New York Mellon Corp | 0.00% | 6,861 | $878,970 | $892,067 | +$13,097 | +1.49% | |
| Susquehanna International Group, Llp | 0.00% | 6,187 | $792,554 | $804,434 | +$11,880 | +1.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,928 | $759,435 | $770,759 | +$11,324 | +1.49% | |
| Wells Fargo & Company/Mn | 0.00% | 5,855 | $749,996 | $761,267 | +$11,271 | +1.50% | |
| Creekside Partners | 0.26% | 5,587 | $715,668 | $726,422 | +$10,754 | +1.50% | |
| Cornerstone Wealth Management, Llc | 0.03% | 5,001 | $640,647 | $650,230 | +$9,583 | +1.50% | |
| Brown, Lisle/Cummings, Inc. | 0.14% | 4,865 | $623,207 | $632,547 | +$9,340 | +1.50% | |
| Tower Research Capital Llc (Trc) | 0.01% | 4,730 | $605,913 | $614,995 | +$9,082 | +1.50% | |
| Truist Financial Corp | 0.00% | 4,603 | $589,644 | $598,482 | +$8,838 | +1.50% | |
| Gladstone Institutional Advisory Llc | 0.02% | 4,544 | $582,095 | $590,811 | +$8,716 | +1.50% | |
| Merit Financial Group, Llc | 0.00% | 4,114 | $527,003 | $534,902 | +$7,899 | +1.50% | |
| Northrock Partners, Llc | 0.01% | 3,965 | $507,956 | $515,529 | +$7,573 | +1.49% | |
| Insight Advisors, Llc/ Pa | 0.08% | 3,736 | $478,562 | $485,755 | +$7,193 | +1.50% |
Frequently asked questions about ONEY
Who owns the most ONEY stock?
The largest holders of ONEY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR RUSSELL 1000 YIELD FOCU (ONEY).
Is ONEY widely held by superinvestors?
Many widely followed stocks like ONEY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ONEY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.