SS SPDR R1000 YIELD FOC ETF ONEY
$130.80
+1.6% 52w: $103.42 – $130.80
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data103.42117.11130.80
Jun 20, 2025 Jul 2, 2026
Institutional holders
112
+4 QoQ
13F value
$650.7M
+1.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ONEY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | Wealth advisor | 1.6M | $205.5M | 13.1% | -18.6% |
| LPL Financial LLC | Bank broker | 600.0K | $72.0M | 0.0% | -9.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 588.4K | $70.7M | 0.0% | -1.3% |
| Kestra Investment Management, LLC | Wealth advisor | 350.8K | $42.1M | 0.7% | -3.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 345.3K | $41.5M | 0.1% | +364.7% |
| Creative Planning | Wealth advisor | 242.8K | $29.1M | 0.0% | -1.0% |
| Mariner, LLC | Diversified mechanical | 216.6K | $26.0M | 0.0% | +2.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 173.5K | $20.8M | 0.0% | -9.7% |
| Lebenthal Global Advisors, LLC | Wealth advisor | 115.6K | $13.9M | 2.0% | +0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 94.8K | $11.4M | 0.0% | +15.5% |
| Waverly Advisors, LLC | Wealth advisor | 65.7K | $7.9M | 0.1% | +7.9% |
| Cetera Investment Advisers | Wealth advisor | 59.0K | $7.1M | 0.0% | +53.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 57.4K | $6.9M | 0.0% | -6.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 54.7K | $6.6M | 0.0% | -9.3% |
| Holos Integrated Wealth LLC | Wealth advisor | 43.5K | $5.3M | 2.7% | -5.3% |
| Kingsview Wealth Management, LLC | Wealth advisor | 42.9K | $5.1M | 0.1% | +3.1% |
| Equitable Holdings, Inc. | Wealth advisor | 43.8K | $5.0M | 0.0% | +8.5% |
| FMA Wealth Management, LLC | Wealth advisor | 38.5K | $4.6M | 3.1% | +0.5% |
| Collaborative Wealth Managment Inc. | Wealth advisor | 37.9K | $4.5M | 2.1% | +17.1% |
| Family Investment Center, Inc. | Wealth advisor | 35.9K | $4.3M | 0.8% | -0.4% |
| Pallas Capital Advisors LLC | Other | 32.1K | $3.9M | 0.1% | -7.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 31.3K | $3.8M | 0.0% | +31.6% |
| Savvy Advisors, Inc. | Wealth advisor | 30.7K | $3.7M | 0.1% | +13.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 30.7K | $3.7M | 0.0% | +2.5% |
| IHT Wealth Management, LLC | Wealth advisor | 19.8K | $2.4M | 0.1% | -1.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 18.8K | $2.3M | 0.0% | +261.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 17.4K | $2.1M | 0.0% | +29.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 15.6K | $1.9M | 0.0% | -9.0% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 14.2K | $1.7M | 0.1% | -1.8% |
| Capital Analysts, LLC | Wealth advisor | 13.9K | $1.7M | 0.0% | +5.4% |
| Crumly & Associates Inc. | Wealth advisor | 13.7K | $1.6M | 0.3% | Held |
| Private Advisor Group, LLC | Wealth advisor | 13.2K | $1.6M | 0.0% | -68.0% |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 12.8K | $1.5M | 0.3% | -0.5% |
| Horizon Wealth Management, LLC | Wealth advisor | 12.0K | $1.4M | 0.2% | +2.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 10.7K | $1.3M | 0.0% | +361.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 10.7K | $1.3M | 0.0% | -56.0% |
| Fifth Third Securities, Inc. | Wealth advisor | 10.6K | $1.3M | 0.1% | +0.5% |
| Bonfire Financial | Wealth advisor | 10.6K | $1.3M | 1.0% | -7.3% |
| Pathfinder Wealth Consulting, Inc. | Wealth advisor | 9.4K | $1.1M | 0.7% | -0.4% |
| Venture Visionary Partners LLC | Other | 8.7K | $1.0M | 0.0% | Held |
| CoreFirst Bank & Trust | Wealth advisor | 8.2K | $989K | 0.5% | -8.0% |
| Essex Financial Services, Inc. | Wealth advisor | 7.4K | $887K | 0.0% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 6.5K | $785K | 0.0% | +18.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 6.5K | $784K | 0.0% | +7.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.4K | $764K | 0.0% | +50.2% |
| Creekside Partners | Wealth advisor | 5.5K | $666K | 0.3% | -3.6% |
| Merit Financial Group, LLC | Wealth advisor | 5.5K | $664K | 0.0% | New |
| BROWN, LISLE/CUMMINGS, INC. | Other | 4.9K | $591K | 0.1% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 4.6K | $551K | 0.0% | +21.8% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 4.4K | $523K | 0.0% | +18.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.