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Disclosery

ONEY SPDR SERIES TRUST

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ETF (fund)

115 managers (116 13F filers) reported a position in ONEY shares at 2025-03-31, 6,312,576 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
115
13F filers
116
New
9
Added
44
Reduced
33
Sold out
12
Shares held by filers
6,312,576

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Alaska Permanent Fund Corp2,420,919$252M3.54%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,166,106$127M0.03%+394,96013F-HRTimelineGroup
LPL Financial LLC608,659$66.5M0.03%-10,59213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding423,087$46.2M+353,699Timeline
Creative Planningin group Creative Planning254,303$27.8M0.03%-2,66613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,790$22.3M0.01%-1,52413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC173,181$18.9M0.03%+11,07413F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC114,558$12.5M2.35%+3,24213F-HRTimelineGroup
Cambridge Investment Research Advisors,…63,599$6.95M0.02%+15,20513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,251$6.47M0.01%+3,14913F-HRTimelineGroup
Holos Integrated Wealth LLC57,379$6.27M4.11%+8,09313F-HRTimeline
Steward Partners Investment Advisory, L…50,759$5.54M0.05%+35,38113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,427$5.51M<0.01%-1,03513F-HRTimelineGroup
Private Advisor Group, LLC47,255$5.16M0.03%+1,04313F-HRTimeline
FMA Wealth Management, LLC36,736$4.13M3.17%+20613F-HRTimeline
Pallas Capital Advisors LLC35,991$3.93M0.16%-25413F-HRTimeline
Family Investment Center, Inc.35,699$3.9M0.95%+55213F-HRTimeline
Kingsview Wealth Management, LLC35,030$3.83M0.07%+5,28813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,215$2.97M0.03%+4,11213F-HRTimelineGroup
Cetera Investment Advisers25,653$2.8M0.01%-10,79913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,121$2.63M<0.01%+2,02613F-HRTimelineGroup
Collaborative Wealth Managment Inc.22,479$2.46M1.15%+78113F-HRTimeline
IHT Wealth Management, LLC18,628$2.03M0.06%-1,26613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,999$1.86M0.09%+50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,735$1.83M<0.01%-12613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,212$1.66M<0.01%+78013F-HRTimelineGroup
Bonfire Financial15,006$1.64M1.51%-1,80413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,261$1.53M<0.01%013F-HR/ATimelineGroup
Crumly & Associates Inc.13,723$1.5M0.41%-20113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,439$1.36M0.38%+5,17113F-HRTimeline
Capital Asset Advisory Services LLC11,874$1.31M0.07%+61213F-HRTimeline
Horizon Wealth Management, LLC11,954$1.31M0.22%-1,72913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,845$1.29M0.04%+65213F-HRTimeline
CoreFirst Bank & Trust10,794$1.18M0.76%+15813F-HRTimeline
Strategic Financial Concepts, LLC9,557$1.04M0.2%-36913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…8,962$979K0.08%013F-HRTimelineGroup
Venture Visionary Partners LLC8,696$950K0.04%+13113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,608$940K0.04%+18713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,320$909K0.01%-24613F-HRTimeline
CW Advisors, LLC7,876$860K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,526$822K0.06%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,389$799K<0.01%+2,04913F-HR/ATimelineGroup
BROWN, LISLE/CUMMINGS, INC.6,805$743K0.22%013F-HRTimeline
Mayfair Advisory Group, LLC6,174$674K0.39%+3,90413F-HRTimeline
Financial Advocates Investment Manageme…6,078$664K0.05%-9013F-HRTimeline
Creekside Partners5,613$613K0.32%-18513F-HRTimeline
RFG Advisory, LLC4,953$541K0.01%+36413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,814$526K<0.01%+27413F-HRTimelineGroup
Insight Advisors, LLC/ PA4,431$484K0.08%-1,36313F-HRTimeline
Integrated Wealth Concepts LLC4,288$468K0.01%-11913F-HRTimeline
Indie Asset Partners, LLC4,227$462K0.4%-9313F-HRTimeline
Gladstone Institutional Advisory LLC3,442$376K0.02%+17313F-HRTimeline
Cascade Financial Partners, LLC3,423$374K0.05%-73213F-HRTimeline
Lutz Financial Services LLC3,342$365K0.03%013F-HRTimeline
WORLD EQUITY GROUP, INC.3,316$362K0.1%-2,81013F-HRTimeline
Portland Financial Advisors Inc3,280$358K0.92%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,156$345K0.01%013F-HRTimelineGroup
Meriwether Wealth & Planning, LLC3,068$335K0.22%+60813F-HRTimeline
IVC Wealth Advisors LLC2,900$317K0.17%013F-HRTimeline
Financial Partners Group, Inc2,849$311K0.05%+213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,825$309K<0.01%+45713F-HRTimeline
Western Wealth Management, LLC2,804$306K0.02%-4013F-HRTimeline
McAdam, LLC2,737$299K0.02%-22413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,616$286K0.02%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,603$284K<0.01%+15613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,528$276K0.02%+813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,510$274K<0.01%+1,43413F-HRTimelineGroup
Ally Invest Advisors Inc.2,496$273K0.02%-11013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,488$272K<0.01%+17313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,483$271K<0.01%-44413F-HRTimeline
Cornerstone Planning Group LLC2,628$270K0.06%+4213F-HRTimeline
Cornerstone Wealth Management, LLC2,424$265K0.02%+39313F-HRTimeline
CAP Partners, LLC2,302$251K0.18%new13F-HRTimeline
Quadcap Wealth Management, LLC2,297$251K0.04%-50113F-HRTimeline
Valmark Advisers, Inc.2,261$247K<0.01%+10413F-HRTimeline
XML Financial, LLC2,249$246K0.02%-53413F-HRTimeline
Financial Freedom, LLC2,181$238K0.14%+613F-HRTimeline
Main Street Financial Solutions, LLC2,110$230K0.02%013F-HRTimeline
Rodgers & Associates, LTD2,061$225K0.03%+2013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,026$221K0.01%+10813F-HRTimelineGroup
Virtue Capital Management, LLC1,942$213K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,908$208K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,259$138K<0.01%+513F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.1,230$134K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,188$129K0.04%013F-HRTimeline
NFSG Corp1,150$126K0.03%-1,41513F-HRTimeline
Bogart Wealth, LLC1,104$121K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,043$114K0.04%+2613F-HRTimeline
Continuum Advisory, LLC874$95.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO743$81.2K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.600$65.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.491$53.6K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC372$40.5K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC305$33.3K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.275$30K0.03%-10813F-HR/ATimeline
GPS Wealth Strategies Group, LLC268$29.3K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC236$26K0.01%+113F-HRTimeline
NewEdge Advisors, LLC200$21.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC198$21.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA160$17.5K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC135$14.7K<0.01%-113F-HRTimelineGroup
Copia Wealth Management114$12.5K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.93$10.2K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc61$6.66K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA59$6.45K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC55$6.01K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29$3.12K<0.01%-413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB25$2.73K<0.01%-813F-HRTimeline
MAI Capital Management19$2.08K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division17$1.86K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC15$1.64K<0.01%013F-HR/ATimeline
Aptus Capital Advisors, LLC10$1.09K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG8$874<0.01%-4913F-HRTimelineGroup
Smartleaf Asset Management LLC1$108<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.