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Disclosery

ONEY SPDR SERIES TRUST

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ETF (fund)

118 managers (120 13F filers) reported a position in ONEY shares at 2026-06-30, 4,340,818 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
118
13F filers
120
New
15
Added
43
Reduced
32
Sold out
8
Shares held by filers
4,340,818

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC592,995$76M0.02%-7,01613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC586,984$75.1M0.02%-1,46513F-HRTimelineGroup
Alaska Permanent Fund Corp486,597$62.3M4.13%-1,133,89213F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding394,930$50.6M+25,283Timeline
Cambridge Investment Research Advisors,…350,251$44.9M0.1%+4,96613F-HR/ATimeline
Creative Planningin group Creative Planning254,984$32.7M0.02%+12,21213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC226,543$29M0.03%+9,92113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC171,325$21.9M0.01%-2,21113F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC113,557$14.5M1.96%-2,00913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC104,734$13.4M<0.01%+9,89813F-HRTimelineGroup
Waverly Advisors, LLC71,713$9.19M0.05%+6,05913F-HRTimeline
Cetera Investment Advisers68,232$8.74M0.01%+9,25113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,999$7.69M<0.01%+5,34613F-HRTimelineGroup
Steward Partners Investment Advisory, L…56,492$7.24M0.04%-87213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,572$6.86M0.04%+9,80113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,045$5.9M<0.01%+35,31913F-HRTimelineGroup
Holos Integrated Wealth LLC42,660$5.59M2.61%-86813F-HRTimeline
Kingsview Wealth Management, LLC43,300$5.55M0.07%+42413F-HRTimeline
Collaborative Wealth Managment Inc.40,204$5.15M2.17%+2,34613F-HRTimeline
FMA Wealth Management, LLC37,915$4.86M3.11%-54113F-HRTimeline
Family Investment Center, Inc.34,958$4.48M0.74%-94713F-HRTimeline
Savvy Advisors, Inc.34,857$4.47M0.1%+4,11013F-HRTimeline
Pallas Capital Advisors LLC32,934$4.22M0.13%+82413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,363$4.15M<0.01%+1,70113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,276$4.13M<0.01%+93213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,102$3.62M<0.01%+10,71713F-HRTimelineGroup
IHT Wealth Management, LLC22,198$2.84M0.06%+2,42913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,400$2.1M<0.01%+77113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC14,006$1.79M0.04%+11313F-HRTimelineGroup
Crumly & Associates Inc.13,723$1.76M0.34%013F-HRTimeline
Private Advisor Group, LLC13,133$1.68M0.01%-5213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS12,753$1.63M0.17%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,570$1.61M0.06%-1,59613F-HRTimeline
Horizon Wealth Management, LLC11,186$1.43M0.18%-84913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC10,929$1.4M0.23%-1,85513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,647$1.36M0.08%+1713F-HRTimelineGroup
Bonfire Financial9,656$1.24M0.79%-92213F-HRTimeline
Venture Visionary Partners LLC8,696$1.11M0.03%013F-HRTimeline
CoreFirst Bank & Trust8,395$1.08M0.53%+15713F-HRTimeline
SageView Advisory Group, LLC8,148$1.04M0.03%new13F-HRTimeline
WORLD EQUITY GROUP, INC.7,526$964K0.22%+3,78313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,127$913K0.05%-26413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,861$879K<0.01%+32113F-HRTimelineGroup
Integrated Wealth Concepts LLC6,635$850K<0.01%+2,88113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,187$793K<0.01%-4,46913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,928$759K<0.01%-60613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,855$750K<0.01%-51113F-HRTimelineGroup
Creekside Partners5,587$716K0.26%+4113F-HRTimeline
Cornerstone Wealth Management, LLC5,001$641K0.03%+1,05413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,730$606K0.01%+2,30613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,603$590K<0.01%+1113F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,544$582K0.02%+19013F-HRTimeline
Merit Financial Group, LLC4,114$527K<0.01%-1,41713F-HR/ATimeline
NorthRock Partners, LLC3,965$508K0.01%+413F-HRTimeline
Insight Advisors, LLC/ PA3,736$479K0.08%-50513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,699$474K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC3,611$463K<0.01%-28913F-HRTimeline
Ally Invest Advisors Inc.3,525$452K0.03%+35513F-HRTimeline
Valmark Advisers, Inc.3,396$435K<0.01%-22313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,106$412KnewTimeline
Prime Capital Investment Advisors, LLC2,870$368K<0.01%+8213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,864$366K0.02%-3613F-HRTimeline
IVC Wealth Advisors LLC2,855$366K0.14%013F-HRTimeline
Western Wealth Management, LLC2,804$359K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,784$357K<0.01%+27513F-HRTimelineGroup
Portland Financial Advisors Inc2,775$355K0.65%013F-HRTimeline
Dynamic Advisor Solutions LLC2,737$351K0.01%+81013F-HRTimeline
NewEdge Wealth, LLC2,651$340K<0.01%-21713F-HRTimeline
Financial Partners Group, Inc2,629$337K0.03%013F-HRTimeline
McAdam, LLC2,546$326K0.01%-20813F-HRTimeline
Global Retirement Partners, LLC2,481$318K<0.01%13F-HRTimeline
XML Financial, LLC2,480$318K0.02%-3013F-HRTimeline
CAP Partners, LLC2,424$311K0.15%+3613F-HRTimeline
Cascade Financial Partners, LLC2,399$307K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,358$302K<0.01%new13F-HRTimelineGroup
Lutz Financial Services LLC2,295$294K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,237$291K<0.01%+47213F-HRTimeline
IMC-Chicago, LLC2,225$285K<0.01%013F-HRTimeline
RDA Financial Network2,037$261K0.06%+15513F-HRTimeline
Meriwether Wealth & Planning, LLC1,773$227K0.11%+2613F-HRTimeline
MML INVESTORS SERVICES, LLC1,760$225K<0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC1,640$210K0.01%new13F-HRTimeline
Rodgers & Associates, LTD1,636$210K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.1,612$206K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,474$189K<0.01%-3013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,452$186K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…1,221$156K0.02%-46213F-HRTimeline
Continuum Advisory, LLC1,070$137K0.01%new13F-HRTimeline
Bogart Wealth, LLC1,004$129K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC692$90.5K0.01%+413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO634$81.8K<0.01%-6813F-HRTimelineGroup
Geneos Wealth Management Inc.600$76.9K<0.01%013F-HRTimeline
Orion Capital Management LLC546$70K0.02%013F-HRTimeline
FMR LLCin group FMR LLC534$68.4K<0.01%-7013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…472$60.5K0.02%+113F-HRTimeline
Allworth Financial LP435$55.8K<0.01%+313F-HRTimeline
Walsh & Associates, LLC415$53.2K0.04%013F-HRTimeline
NewEdge Advisors, LLC294$37.7K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.275$35.2K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.268$34.3K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC225$29K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…206$26.4K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.200$25.6K0.01%013F-HRTimeline
Larson Financial Group LLC189$24.2K<0.01%+213F-HRTimeline
Fourth Dimension Wealth, LLC177$22.7K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC134$17.2K<0.01%013F-HRTimelineGroup
MCF Advisors LLC112$14.3K<0.01%new13F-HRTimeline
AlphaCore Capital LLC108$13.8K<0.01%new13F-HRTimeline
NFSG Corp100$12.8K<0.01%-15013F-HRTimeline
Golden State Wealth Management, LLC93$11.9K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK75$9.61K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…70$8.97K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc61$7.81K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC30$3.84K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$3.81K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB25$3.2K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division17$2.18K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC10$1.28K<0.01%013F-HRTimeline