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Disclosery

ONEY SPDR SERIES TRUST

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ETF (fund)

113 managers (114 13F filers) reported a position in ONEY shares at 2026-03-31, 5,332,281 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
113
13F filers
114
New
13
Added
41
Reduced
33
Sold out
9
Shares held by filers
5,332,281

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Corp1,620,489$205M13.08%-369,78813F-HRTimeline
LPL Financial LLC600,011$72M0.02%-59,49413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC588,449$70.7M0.02%-7,83613F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding369,647$44.4M+900Timeline
Cambridge Investment Research Advisors,…345,285$41.5M0.11%+270,98013F-HRTimeline
Creative Planningin group Creative Planning242,772$29.1M0.02%-2,54513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC216,622$26M0.03%+5,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC173,536$20.8M0.01%-18,73613F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC115,566$13.9M2.02%+17513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC94,836$11.4M<0.01%+12,70913F-HRTimelineGroup
Waverly Advisors, LLC65,654$7.88M0.06%+4,79613F-HRTimeline
Cetera Investment Advisers58,981$7.08M0.01%+20,49013F-HRTimeline
Steward Partners Investment Advisory, L…57,364$6.89M0.04%-3,93013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,653$6.56M<0.01%-5,59713F-HRTimelineGroup
Holos Integrated Wealth LLC43,528$5.26M2.66%-2,45913F-HRTimeline
Kingsview Wealth Management, LLC42,876$5.15M0.07%+1,27413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,771$4.97M0.03%+3,42913F-HRTimelineGroup
FMA Wealth Management, LLC38,456$4.62M3.07%+20313F-HRTimeline
Collaborative Wealth Managment Inc.37,858$4.54M2.09%+5,53313F-HRTimeline
Family Investment Center, Inc.35,905$4.31M0.83%-15513F-HRTimeline
Pallas Capital Advisors LLC32,110$3.85M0.15%-2,77013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,344$3.76M<0.01%+7,52113F-HRTimelineGroup
Savvy Advisors, Inc.30,747$3.69M0.1%+3,58313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,662$3.68M0.01%+74213F-HRTimelineGroup
IHT Wealth Management, LLC19,769$2.37M0.06%-28013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,385$2.07M<0.01%+3,97413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,629$1.88M<0.01%-1,55313F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.14,166$1.7M0.07%-26513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,893$1.67M0.04%+71413F-HRTimelineGroup
Crumly & Associates Inc.13,723$1.65M0.35%013F-HRTimeline
Private Advisor Group, LLC13,185$1.58M0.01%-28,07913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,784$1.53M0.31%-6313F-HRTimeline
Horizon Wealth Management, LLC12,035$1.44M0.21%+32513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,726$1.29M<0.01%+8,40213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,656$1.28M<0.01%-13,58313F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,630$1.28M0.08%+5613F-HRTimelineGroup
Bonfire Financial10,578$1.27M0.96%-83813F-HRTimeline
Pathfinder Wealth Consulting, Inc.9,432$1.13M0.73%-4013F-HRTimeline
Venture Visionary Partners LLC8,696$1.04M0.03%013F-HRTimeline
CoreFirst Bank & Trust8,238$989K0.52%-71713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,391$887K0.05%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,540$785K<0.01%+1,04013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,534$784K<0.01%+45513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,366$764K<0.01%+2,12713F-HR/ATimelineGroup
Creekside Partners5,546$666K0.27%-20613F-HRTimeline
Merit Financial Group, LLC5,531$664K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,925$591K0.15%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,592$551K<0.01%+82113F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,354$523K0.02%+66613F-HRTimeline
Insight Advisors, LLC/ PA4,241$509K0.1%-5513F-HRTimeline
Meridian Wealth Management, LLC4,189$503K0.02%new13F-HRTimeline
NorthRock Partners, LLC3,961$476K0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC3,947$474K0.02%+1,29313F-HRTimeline
Farther Finance Advisors, LLC3,900$468K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC3,754$451K<0.01%-25013F-HRTimeline
WORLD EQUITY GROUP, INC.3,743$449K0.12%-2113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,699$445K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.3,619$434K0.01%+11313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,327$399K<0.01%new13F-HRTimelineGroup
Ally Invest Advisors Inc.3,170$381K0.03%+12513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,900$348K0.02%-7413F-HRTimeline
NewEdge Wealth, LLC2,868$344K<0.01%new13F-HRTimeline
IVC Wealth Advisors LLC2,855$343K0.15%013F-HRTimeline
Western Wealth Management, LLC2,804$337K0.01%013F-HR/ATimeline
Prime Capital Investment Advisors, LLC2,788$335K<0.01%+9813F-HRTimeline
Portland Financial Advisors Inc2,775$333K0.69%013F-HRTimeline
World Investment Advisors2,763$332K0.01%new13F-HRTimeline
McAdam, LLC2,754$331K0.01%+20213F-HRTimeline
Financial Partners Group, Inc2,629$316K0.04%013F-HRTimeline
XML Financial, LLC2,510$301K0.02%-22013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,509$301K<0.01%-2313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,424$291K0.01%-4,18113F-HRTimelineGroup
Cascade Financial Partners, LLC2,399$288K0.03%013F-HRTimeline
CAP Partners, LLC2,388$287K0.16%+5713F-HRTimeline
Lutz Financial Services LLC2,295$276K0.02%013F-HRTimeline
IMC-Chicago, LLC2,225$267K<0.01%new13F-HRTimeline
Financial Freedom, LLC2,209$265K0.13%+613F-HRTimeline
Dynamic Advisor Solutions LLC1,927$231K0.01%new13F-HRTimeline
RDA Financial Network1,882$226K0.06%+1513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,765$213K<0.01%-1,67613F-HRTimeline
Meriwether Wealth & Planning, LLC1,747$210K0.11%-19413F-HRTimeline
Keating Financial Advisory Services, In…1,683$202K0.03%+1,08613F-HRTimeline
MAI Capital Management1,544$185K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,504$181K<0.01%+23413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,452$174K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,004$121K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC688$86.4K0.01%-2,46813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO702$83.2K<0.01%+41613F-HR/ATimelineGroup
FMR LLCin group FMR LLC604$72.5K<0.01%+18113F-HRTimelineGroup
Geneos Wealth Management Inc.600$72K<0.01%013F-HRTimeline
Orion Capital Management LLC546$65.6K0.02%013F-HRTimeline
Root Financial Partners, LLC537$64.5K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…471$56.6K0.02%-1713F-HRTimeline
Allworth Financial LP432$51.9K<0.01%+313F-HRTimeline
Walsh & Associates, LLC415$49.8K0.05%013F-HRTimeline
Sound Income Strategies, LLC305$36.6K<0.01%+213F-HRTimeline
NewEdge Advisors, LLC294$35.3K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.268$32.2K<0.01%+20413F-HRTimeline
NFSG Corp250$30K<0.01%-7013F-HRTimeline
Winthrop Capital Management, LLC225$27K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC218$26.2K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…206$24.7K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.200$24K0.02%013F-HRTimeline
Larson Financial Group LLC187$22.5K<0.01%+113F-HRTimeline
Fourth Dimension Wealth, LLC177$21.2K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC134$16.1K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…70$8.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc61$7.32K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC30$3.6K<0.01%13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$3.55K<0.01%+113F-HRTimelineGroup
Wilmington Savings Fund Society, FSB25$3K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division17$2.04K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC10$1.2K<0.01%013F-HRTimeline