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Disclosery

ONEY SPDR SERIES TRUST

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ETF (fund)

109 managers (110 13F filers) reported a position in ONEY shares at 2025-12-31, 5,690,318 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
109
13F filers
110
New
11
Added
41
Reduced
33
Sold out
11
Shares held by filers
5,690,318

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Corp1,990,277$238M15.22%-430,64213F-HRTimeline
LPL Financial LLC659,505$74.9M0.02%+26,00913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC596,285$67.7M0.02%-645,93713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding368,747$41.9M+102,448Timeline
Creative Planningin group Creative Planning245,317$27.9M0.02%-4,57213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC211,622$24M0.03%+3,37213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC192,272$21.8M0.01%-4,03913F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC115,391$13.1M2.02%+23613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC82,127$9.33M<0.01%+11,87113F-HRTimelineGroup
Cambridge Investment Research Advisors,…74,305$8.44M0.02%+2,36513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC198,524$8.2M7.77%new13F-HRTimeline
Steward Partners Investment Advisory, L…61,294$6.96M0.04%+4,32913F-HRTimeline
Waverly Advisors, LLC60,858$6.91M0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…60,250$6.84M<0.01%-3,82013F-HR/ATimelineGroup
Holos Integrated Wealth LLC45,987$5.29M2.95%-12,16213F-HRTimeline
Kingsview Wealth Management, LLC41,602$4.72M0.07%+2,95913F-HRTimeline
Private Advisor Group, LLC41,264$4.69M0.02%-3,00113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,342$4.58M0.03%+5,33613F-HRTimelineGroup
Cetera Investment Advisers38,491$4.37M<0.01%+2,14513F-HRTimeline
FMA Wealth Management, LLC38,253$4.34M2.82%+7913F-HRTimeline
Family Investment Center, Inc.36,060$4.09M0.83%-64113F-HRTimeline
Pallas Capital Advisors LLC34,880$3.96M0.13%-2,16313F-HRTimeline
Collaborative Wealth Managment Inc.32,325$3.67M1.29%+7,62613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,920$3.4M<0.01%-8613F-HRTimelineGroup
Savvy Advisors, Inc.27,164$3.08M0.1%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,239$2.75M<0.01%+20,63313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,823$2.71M<0.01%-89113F-HRTimelineGroup
IHT Wealth Management, LLC20,049$2.28M0.06%-2,10213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,182$1.97M<0.01%+18113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.14,431$1.64M0.07%-1,45313F-HRTimeline
Crumly & Associates Inc.13,723$1.56M0.33%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,411$1.52M<0.01%+8613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC13,179$1.5M0.04%+1,32013F-HR/ATimelineGroup
PRECEDENT WEALTH PARTNERS, LLC12,847$1.46M0.31%+21713F-HRTimeline
Horizon Wealth Management, LLC11,710$1.33M0.21%+63813F-HRTimeline
Bonfire Financial11,416$1.3M0.97%-1,37313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,574$1.2M0.08%+12013F-HRTimelineGroup
Pathfinder Wealth Consulting, Inc.9,472$1.08M0.68%13F-HRTimeline
CoreFirst Bank & Trust8,955$1.02M0.55%-1,04413F-HRTimeline
Venture Visionary Partners LLC8,696$988K0.03%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,391$839K0.05%+15013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,605$750K0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,079$690K<0.01%-10,67313F-HRTimeline
Creekside Partners5,752$653K0.28%+4713F-HRTimeline
HRT FINANCIAL LP5,671$644K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,500$625K<0.01%+1,43113F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.4,925$559K0.14%-1,88013F-HRTimeline
Global Retirement Partners, LLC4,824$548K0.01%-5,16113F-HRTimeline
Constant Guidance Financial LLC6,492$536K0.38%new13F-HRTimeline
Insight Advisors, LLC/ PA4,296$488K0.07%+5013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,239$481K<0.01%+55813F-HRTimelineGroup
Integrated Wealth Concepts LLC4,004$455K0.01%-1813F-HRTimeline
Farther Finance Advisors, LLC3,900$443K<0.01%-10513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,771$428K<0.01%-3313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.3,764$427K0.12%+16313F-HRTimeline
Gladstone Institutional Advisory LLC3,688$419K0.02%+27713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,441$403K<0.01%+53013F-HRTimeline
Valmark Advisers, Inc.3,506$398K<0.01%+1,12713F-HRTimeline
Cornerstone Planning Group LLC3,156$377K0.06%+1,72713F-HRTimeline
Ally Invest Advisors Inc.3,045$346K0.02%+69113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,974$337K0.02%-8413F-HRTimeline
IVC Wealth Advisors LLC2,855$324K0.14%-4513F-HRTimeline
Western Wealth Management, LLC2,804$318K0.01%013F-HRTimeline
Portland Financial Advisors Inc2,775$315K0.67%013F-HRTimeline
Financial Partners Group, Inc2,629$314K0.04%013F-HRTimeline
XML Financial, LLC2,730$310K0.03%+20713F-HRTimeline
Prime Capital Investment Advisors, LLC2,690$305K<0.01%+5413F-HRTimeline
Cornerstone Wealth Management, LLC2,654$301K0.02%-6913F-HRTimeline
McAdam, LLC2,552$290K0.01%-6813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,532$288K<0.01%-11513F-HR/ATimelineGroup
Cascade Financial Partners, LLC2,399$272K0.03%013F-HRTimeline
CAP Partners, LLC2,331$265K0.15%+713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,324$264K<0.01%new13F-HR/ATimelineGroup
Lutz Financial Services LLC2,295$261K0.02%013F-HRTimeline
Financial Freedom, LLC2,203$250K0.12%+813F-HRTimeline
MML INVESTORS SERVICES, LLC2,141$243K<0.01%-11313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,000$227K0.01%new13F-HRTimeline
Meriwether Wealth & Planning, LLC1,941$220K0.12%-34413F-HRTimeline
Strategic Financial Concepts, LLC1,933$220K0.2%new13F-HRTimeline
RDA Financial Network1,867$212K0.05%+7813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,270$144K<0.01%-7213F-HRTimelineGroup
Garton & Associates Financial Advisors …1,210$137K0.08%13F-HRTimeline
UBS Group AGin group UBS Group AG1,137$129K<0.01%+1,02413F-HRTimelineGroup
Bogart Wealth, LLC1,004$114K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.600$68.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…597$67.8K0.01%13F-HRTimeline
Orion Capital Management LLC546$62K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…488$55.5K0.02%+113F-HRTimeline
Allworth Financial LP429$48.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC423$48K<0.01%+2213F-HRTimelineGroup
Walsh & Associates, LLC415$47.1K0.05%13F-HRTimeline
Sound Income Strategies, LLC303$36.3K<0.01%new13F-HRTimeline
NFSG Corp320$36.3K0.01%013F-HRTimeline
NewEdge Advisors, LLC294$33.4K<0.01%+9413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO286$32.5K<0.01%-8213F-HRTimelineGroup
Winthrop Capital Management, LLC225$26K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC218$25K<0.01%-27313F-HRTimelineGroup
Nova Wealth Management, Inc.200$22.7K0.02%013F-HRTimeline
Larson Financial Group LLC186$21.1K<0.01%-913F-HRTimeline
Fourth Dimension Wealth, LLC177$20.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC134$15.2K<0.01%+5213F-HRTimelineGroup
Key Financial Inc133$15.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…70$7.95K<0.01%-1,13413F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.64$7.27K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc61$6.93K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29$3.33K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB25$2.84K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division17$1.93K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC10$1.14K<0.01%013F-HRTimeline