ONEY institutional holders

State Street SPDR Russell 1000 Yield Focus ETF · 121 reporting institutions · $445.4M reported value

Funds that can replace ONEY · ONEY return decomposition

Institutional holdings

Institutions reporting ONEY, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$76M23,4582026-06-30
Ameriprise Financial Inc$75.1M02026-06-30
Kestra Investment Management, LLC$48.3M92026-06-30
Creative Planning$32.7M1,1712026-06-30
Mariner, LLC$29M02026-06-30
Raymond James Financial Inc$21.9M02026-06-30
Lebenthal Global Advisors, LLC$14.5M252026-06-30
Envestnet Pmc$13.4M602026-06-30
Waverly Advisors, LLC$9.2M2312026-06-30
Cetera Investment Advisers$8.7M10,3702026-06-30
Northwestern Mutual Wealth Management Co$7.7M02026-06-30
Steward Partners Investment Advisory, LLC$7.2M4812026-06-30
Equitable Holdings, Inc.$6.9M02026-06-30
Goldman Sachs Group Inc$5.9M02026-06-30
Holos Integrated Wealth$5.6M32026-06-30
Kingsview Wealth Management, LLC$5.5M1152026-06-30
Collaborative Wealth Managment Inc.$5.2M132026-06-30
Fma Wealth Management, LLC$4.9M12026-06-30
Family Investment Center, Inc.$4.5M122026-06-30
Savvy Advisors, Inc.$4.5M2142026-06-30
Pallas Capital Advisors, LLC$4.2M272026-06-30
Osaic Holdings, Inc.$4.1M02026-06-30
Bank of America Corp /de$4.1M02026-06-30
Jones Financial Companies LLLP$3.6M02026-06-30
Iht Wealth Management LLC$2.8M1592026-06-30
Kestra Advisory Services, LLC$2.3M1,4792026-06-30
Crumly & Associates Inc.$1.8M62026-06-30
Private Advisor Group, LLC$1.7M9272026-06-30
Fiduciary Financial Advisors$1.6M512026-06-30
Leavell Investment Management, Inc.$1.6M252026-06-30
Horizon Wealth Management$1.4M62026-06-30
Precedent Wealth Partners, LLC$1.4M182026-06-30
Fifth Third Securities, Inc.$1.4M1,0142026-06-30
Bonfire Financial, LLC$1.2M42026-06-30
Venture Visionary Partners LLC$1.1M312026-06-30
Corefirst Bank & Trust$1.1M02026-06-30
Sageview Advisory Group, LLC$1M942026-06-30
World Equity Group, Inc.$964.1K562026-06-30
Essex Financial Services, Inc.$913K332026-06-30
Bank of New York Mellon Corp$879K02026-06-30
Integrated Wealth Concepts LLC$850.1K4802026-06-30
Susquehanna International Group, LLP$792.6K02026-06-30
Commonwealth Equity Services, LLC$759.4K2,8632026-06-30
Wells Fargo & Company/mn$750K02026-06-30
Creekside Partners$715.7K22026-06-30
Cornerstone Wealth Management, LLC$640.6K02026-06-30
Tower Research Capital LLC (trc)$605.9K02026-06-30
Brown, Lisle/cummings, Inc.$591.2K82026-03-31
Truist Financial Corp$589.6K02026-06-30
Gladstone Institutional Advisory LLC$582.1K1082026-06-30
Merit Financial Group, LLC$527K2952026-06-30
Northrock Partners, LLC$508K912026-06-30
Insight Advisors, LLC/ PA$478.6K122026-06-30
United Capital Financial Advisors, LLC$473.9K1662026-06-30
Farther Finance Advisors, LLC$462.6K3342026-06-30
Ally Invest Advisors$451.6K822026-06-30
Valmark Advisers, Inc.$435K2952026-06-30
Prime Capital Financial$367.6K2652026-06-30
Ivc Wealth Advisors LLC$365.7K62026-06-30
Western Wealth Management, LLC$359.2K1122026-06-30
Morgan Stanley$356.6K23,1852026-06-30
Portland Financial Advisors Inc$355.5K12026-06-30
Dynamic$350.7K752026-06-30
New Edge Wealth$339.5K1512026-06-30
Financial Partners Group, Inc$336.8K92026-06-30
McAdam LLC$326.1K1352026-06-30
Global Retirement Partners LLC$317.8K4912026-06-30
Xml Financial, LLC$317.7K282026-06-30
Cap Partners, LLC$310.5K72026-06-30
Cascade Financial Partners, LLC$307.3K72026-06-30
Jane Street Group, LLC$302.1K02026-06-30
Lutz Financial Services LLC$294K152026-06-30
Wealth Enhancement Advisory Services, LLC$291.1K1,0262026-06-30
Imc-Chicago, LLC$285K02026-06-30
Rda Financial Network$260.9K162026-06-30
Meriwether Wealth & Planning, LLC$227.1K52026-06-30
MML Investors Services, LLC$225.4K5,1202026-06-30
Main Street Financial Solutions, LLC$210.1K412026-06-30
Rodgers & Associates, Ltd$209.6K122026-06-30
J.W. Cole Advisors, Inc.$206.4K4992026-06-30
Diversify Advisory Services, LLC$206.2K1162026-06-30
Diversify Wealth Management, LLC$206.2K782026-06-30
Royal Bank of Canada$189K02026-06-30
Blackrock, Inc.$186K02026-06-30
Keating Financial Advisory Services, Inc.$156.4K252026-06-30
Continuum Advisory, LLC$137.1K402026-06-30
Bogart Wealth, LLC$128.6K242026-06-30
Cornerstone Planning Group LLC$90.5K232026-06-30
Jpmorgan Chase & Co$81.8K02026-06-30
Geneos Wealth Management, Inc.$76.9K1932026-06-30
Orion Capital Management LLC$70K42026-06-30
Fmr LLC$68.4K02026-06-30
Alaska Permanent Fund Corp$62.3K02026-06-30
Pension & Wealth Management Advisors, Inc.$60.5K72026-06-30
Allworth Financial, LP$55.8K3172026-06-30
Walsh & Associates, LLC$53.2K92026-06-30
Cambridge Investment Research Advisors, Inc.$41.5K3,9402026-03-31
Newedge Advisors$37.7K6012026-06-30
1620 Investment Advisors, Inc.$35.2K42026-06-30
Harbour Investments, Inc.$34.3K2472026-06-30
Beacon Investment Advisory Services, Inc.$26.4K312026-06-30
Cwm, LLC$26.2K6672026-03-31
Larson Financial Group LLC$24.2K672026-06-30
Fourth Dimension Wealth, LLC$22.7K92026-06-30
Assetmark, Inc$17.2K2202026-06-30
Mcf Advisors LLC$14.3K332026-06-30
Alphacore Capital LLC$13.8K692026-06-30
Nfsg Corp$12.8K752026-06-30
Golden State Wealth Management, LLC$11.9K472026-06-30
Country Trust Bank$9.6K02026-06-30
Rockefeller Capital Management LP$9K3462026-06-30
Advisornet Wealth Partners$7.8K582026-06-30
Vanguard Advisers Inc$3.8K2,4692026-06-30
PNC Financial Services Group, Inc.$3.8K02026-06-30
Wilmington Savings Fund Society, Fsb$3.2K02026-06-30
Central Pacific Bank - Trust Division$2.2K02026-06-30
Thrivent Financial for Lutherans$2.1K02026-06-30
Capital Analysts, LLC$1.8K6082026-06-30
Aptus Capital Advisors, LLC$1.3K212026-06-30
Thoroughbred Financial Services, LLC$366342026-06-30
Winthrop Capital Management, LLC$2942026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30