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Disclosery

ONEY SPDR SERIES TRUST

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ETF (fund)

105 managers (106 13F filers) reported a position in ONEY shares at 2025-09-30, 6,311,829 shares in all. 6 filers opened a position and 10 filers sold out during the quarter.

Managers
105
13F filers
106
New
6
Added
44
Reduced
29
Sold out
10
Shares held by filers
6,311,829

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Alaska Permanent Fund Corp2,420,919$270M16.19%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,242,222$141M0.03%-27,88113F-HRTimelineGroup
LPL Financial LLC633,496$71.7M0.02%+17,52613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding266,299$30.1M+11,650Timeline
Creative Planningin group Creative Planning249,889$28.3M0.02%-1,43913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC208,250$23.6M0.03%+19,84513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC196,311$22.2M0.01%+4,79113F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC115,155$13M2.28%+1,72613F-HRTimelineGroup
Cambridge Investment Research Advisors,…71,940$8.14M0.02%+6,08413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC70,256$7.95M<0.01%+12,48013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…64,070$7.25M<0.01%+6,04313F-HRTimelineGroup
Steward Partners Investment Advisory, L…56,965$6.45M0.04%+3,93313F-HRTimeline
Holos Integrated Wealth LLC58,149$6.37M3.75%+41913F-HRTimeline
Private Advisor Group, LLC44,265$5.01M0.02%-29613F-HRTimeline
Kingsview Wealth Management, LLC38,643$4.37M0.07%+1,73913F-HRTimeline
FMA Wealth Management, LLC38,174$4.32M2.96%+58013F-HRTimeline
Pallas Capital Advisors LLC37,043$4.19M0.15%-27613F-HRTimeline
Family Investment Center, Inc.36,701$4.15M0.86%+2713F-HRTimeline
Cetera Investment Advisers36,346$4.11M<0.01%+11,81813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,006$3.96M0.03%+3,04713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,006$3.43M<0.01%+13,89513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,714$2.8M<0.01%+63613F-HR/ATimelineGroup
Collaborative Wealth Managment Inc.24,699$2.79M1.13%+56713F-HRTimeline
IHT Wealth Management, LLC22,151$2.51M0.06%+5,35313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,001$1.92M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,752$1.9M<0.01%-24213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,884$1.8M0.08%-1,26013F-HRTimeline
Crumly & Associates Inc.13,723$1.55M0.34%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,325$1.51M<0.01%+3,82313F-HRTimelineGroup
Bonfire Financial12,789$1.45M1.11%-2,02213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,630$1.43M0.31%+2,23513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,859$1.34M0.04%+1,04613F-HRTimelineGroup
Horizon Wealth Management, LLC11,072$1.25M0.18%+1,30413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,454$1.18M0.08%-3913F-HRTimelineGroup
CoreFirst Bank & Trust9,999$1.13M0.61%-1,05913F-HRTimeline
Global Retirement Partners, LLC9,985$1.13M0.03%-69513F-HRTimeline
Venture Visionary Partners LLC8,696$984K0.03%013F-HRTimeline
Cornerstone Planning Group LLC1,429$971K0.16%-1,34313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,241$819K0.05%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.6,805$770K0.2%013F-HRTimeline
Creekside Partners5,705$646K0.28%+4413F-HRTimeline
Insight Advisors, LLC/ PA4,246$480K0.07%+6813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,069$460K<0.01%+1,16613F-HRTimelineGroup
Integrated Wealth Concepts LLC4,022$455K<0.01%-10313F-HRTimeline
Farther Finance Advisors, LLC4,005$453K0.01%+3,95013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,804$430K<0.01%+91713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,681$417K<0.01%+1,02913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,606$408K<0.01%-9,71213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.3,601$407K0.09%+18813F-HRTimeline
Gladstone Institutional Advisory LLC3,411$386K0.01%-13813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,058$346K0.02%-1,20213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,911$330K<0.01%+19913F-HRTimeline
IVC Wealth Advisors LLC2,900$328K0.15%013F-HRTimeline
Western Wealth Management, LLC2,804$317K0.02%013F-HRTimeline
Portland Financial Advisors Inc2,775$314K0.67%013F-HRTimeline
Cornerstone Wealth Management, LLC2,723$308K0.02%+613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,647$300K<0.01%-14113F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC2,636$298K<0.01%+3313F-HRTimeline
Financial Partners Group, Inc2,629$298K0.04%013F-HRTimeline
McAdam, LLC2,620$297K0.01%-14513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,616$296K0.02%013F-HRTimelineGroup
XML Financial, LLC2,523$286K0.02%-1213F-HRTimeline
Cascade Financial Partners, LLC2,399$271K0.03%013F-HRTimeline
Valmark Advisers, Inc.2,379$269K<0.01%-4513F-HRTimeline
Ally Invest Advisors Inc.2,354$266K0.02%+4113F-HRTimeline
CAP Partners, LLC2,324$263K0.15%+3513F-HRTimeline
Lutz Financial Services LLC2,295$260K0.02%013F-HRTimeline
Meriwether Wealth & Planning, LLC2,285$259K0.15%-77213F-HRTimeline
MML INVESTORS SERVICES, LLC2,254$255K<0.01%-40513F-HRTimeline
Financial Freedom, LLC2,195$248K0.12%+713F-HRTimeline
Main Street Financial Solutions, LLC2,110$239K0.02%013F-HRTimeline
Mayfair Advisory Group, LLC2,052$232K0.1%+413F-HRTimeline
RDA Financial Network1,789$202K0.05%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,779$201K0.01%-12213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,342$152K<0.01%+3013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,216$138K0.05%+913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,204$136K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,004$114K<0.01%-10013F-HRTimeline
GPS Wealth Strategies Group, LLC936$106K0.01%+66813F-HRTimeline
Geneos Wealth Management Inc.600$67.9K<0.01%013F-HRTimeline
Orion Capital Management LLC546$61.8K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC491$56K<0.01%+27313F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…487$55.2K0.02%-60913F-HRTimeline
Allworth Financial LP429$48.5K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC413$46.7K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC401$45.4K<0.01%+16813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO368$41.6K<0.01%013F-HR/ATimelineGroup
NFSG Corp320$36.2K0.01%-31513F-HRTimeline
Winthrop Capital Management, LLC225$25K0.01%013F-HRTimeline
NewEdge Advisors, LLC200$22.6K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.200$22.6K0.02%-7513F-HRTimeline
Larson Financial Group LLC195$22K<0.01%-1613F-HRTimeline
Fourth Dimension Wealth, LLC177$20K0.01%+13113F-HRTimeline
Copia Wealth Management114$12.9K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG113$12.8K<0.01%-1,23813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC82$9.28K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.64$7.24K<0.01%-4413F-HRTimeline
AdvisorNet Financial, Inc61$6.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29$3.29K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB25$2.83K<0.01%013F-HR/ATimeline
MAI Capital Management19$2.15K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division17$1.92K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC15$1.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC10$1.13K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC6$679<0.01%new13F-HRTimeline