STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 0.02% | 0.02% | #51 | $76.0M | 592,995 | $72.0M | 600,011 | -7,016-1.17% | Reduce | |
| AMERIPRISE FINANCIAL INC | 0.02% | 0.02% | #54 | $75.1M | 586,984 | $70.7M | 588,449 | -1,465-0.25% | Reduce | |
| Kestra Investment Management, LLC | 0.94% | 0.73% | #6 | $48.3M | 376,930 | $42.1M | 350,816 | +26,114+7.44% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.1% | 0.11% | #22 | $44.9M | 350,251 | $41.5M | 345,285 | +4,966+1.44% | Add | |
| Creative Planning | 0.02% | 0.02% | #47 | $32.7M | 254,984 | $29.1M | 242,772 | +12,212+5.03% | Add | |
| Mariner, LLC | 0.03% | 0.03% | #39 | $29.0M | 226,543 | $26.0M | 216,622 | +9,921+4.58% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #69 | $21.9M | 171,325 | $20.8M | 173,536 | -2,211-1.27% | Reduce | |
| Alaska Permanent Fund Corp | 1.02% | 13.08% | #5 | $14.8M | 111,642 | $205.5M | 1.6M | -1.5M-93.11% | Reduce | |
| Lebenthal Global Advisors, LLC | 1.96% | 2.02% | #4 | $14.5M | 113,557 | $13.9M | 115,566 | -2,009-1.74% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #82 | $13.4M | 104,734 | $11.4M | 94,836 | +9,898+10.44% | Add | |
| Waverly Advisors, LLC | 0.05% | 0.06% | #30 | $9.2M | 71,713 | $7.9M | 65,654 | +6,059+9.23% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #63 | $8.7M | 68,232 | $7.1M | 58,981 | +9,251+15.68% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #75 | $7.7M | 59,999 | $6.6M | 54,653 | +5,346+9.78% | Add | |
| Steward Partners Investment Advisory, LLC | 0.04% | 0.04% | #35 | $7.2M | 56,492 | $6.9M | 57,364 | -872-1.52% | Reduce | |
| Equitable Holdings, Inc. | 0.04% | 0.03% | #34 | $6.9M | 53,572 | $5.0M | 43,771 | +9,801+22.39% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #94 | $5.9M | 46,045 | $1.3M | 10,726 | +35,319+329.28% | Add | |
| Holos Integrated Wealth LLC | 2.61% | 2.66% | #2 | $5.6M | 42,660 | $5.3M | 43,528 | -868-1.99% | Reduce | |
| Collaborative Wealth Managment Inc. | 2.16% | 2.09% | #3 | $5.2M | 40,204 | $4.5M | 37,858 | +2,346+6.20% | Add | |
| Kingsview Wealth Management, LLC | 0.09% | 0.07% | #24 | $5.1M | 42,876 | $5.1M | 42,876 | 00.00% | Unchanged | |
| FMA Wealth Management, LLC | 3.11% | 3.07% | #1 | $4.9M | 37,915 | $4.6M | 38,456 | -541-1.41% | Reduce | |
| Family Investment Center, Inc. | 0.74% | 0.83% | #9 | $4.5M | 34,958 | $4.3M | 35,905 | -947-2.64% | Reduce | |
| Savvy Advisors, Inc. | 0.09% | 0.1% | #23 | $4.5M | 34,857 | $3.7M | 30,747 | +4,110+13.37% | Add | |
| Pallas Capital Advisors LLC | 0.13% | 0.15% | #20 | $4.2M | 32,934 | $3.9M | 32,110 | +824+2.57% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | 0.01% | #70 | $4.1M | 32,363 | $3.7M | 30,662 | +1,701+5.55% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #99 | $4.1M | 32,276 | $3.8M | 31,344 | +932+2.97% | Add | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #87 | $3.6M | 28,102 | $2.1M | 17,385 | +10,717+61.65% | Add | |
| IHT Wealth Management, LLC | 0.06% | 0.06% | #27 | $2.8M | 22,198 | $2.4M | 19,769 | +2,429+12.29% | Add | |
| Kestra Advisory Services, LLC | 0.01% | 0.01% | #65 | $2.3M | 18,000 | $2.3M | 18,831 | -831-4.41% | Reduce | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #80 | $2.1M | 16,400 | $1.9M | 15,629 | +771+4.93% | Add | |
| Capital Analysts, LLC | 0.04% | 0.04% | #33 | $1.8M | 14,006 | $1.5M | 13,179 | +827+6.28% | Add | |
| Crumly & Associates Inc. | 0.34% | 0.35% | #12 | $1.8M | 13,723 | $1.6M | 13,723 | 00.00% | Unchanged | |
| Private Advisor Group, LLC | 0.01% | 0.01% | #64 | $1.7M | 13,133 | $1.6M | 13,185 | -52-0.39% | Reduce | |
| FIDUCIARY FINANCIAL ADVISORS | 0.17% | — | #17 | $1.6M | 12,753 | $0 | 0 | +12,753 | New Buy | |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 0.06% | 0.07% | #28 | $1.6M | 12,570 | $1.7M | 14,166 | -1,596-11.27% | Reduce | |
| Horizon Wealth Management, LLC | 0.18% | 0.21% | #16 | $1.4M | 11,186 | $1.4M | 12,035 | -849-7.05% | Reduce | |
| PRECEDENT WEALTH PARTNERS, LLC | 0.23% | 0.31% | #14 | $1.4M | 10,929 | $1.5M | 12,784 | -1,855-14.51% | Reduce | |
| FIFTH THIRD SECURITIES, INC. | 0.08% | 0.08% | #26 | $1.4M | 10,647 | $1.3M | 10,630 | +17+0.16% | Add | |
| Bonfire Financial | 0.79% | 0.96% | #7 | $1.2M | 9,656 | $1.3M | 10,578 | -922-8.72% | Reduce | |
| Pathfinder Wealth Consulting, Inc. | 0.76% | 0.73% | #8 | $1.1M | 9,432 | $1.1M | 9,432 | 00.00% | Unchanged | |
| Venture Visionary Partners LLC | 0.03% | 0.03% | #38 | $1.1M | 8,696 | $1.0M | 8,696 | 00.00% | Unchanged | |
| CoreFirst Bank & Trust | 0.53% | 0.52% | #11 | $1.1M | 8,395 | $988,970 | 8,238 | +157+1.91% | Add | |
| SageView Advisory Group, LLC | 0.03% | — | #36 | $1.0M | 8,148 | $0 | 0 | +8,148 | New Buy | |
| WORLD EQUITY GROUP, INC. | 0.22% | 0.12% | #15 | $964,084 | 7,526 | $449,346 | 3,743 | +3,783+101.07% | Add | |
| Essex Financial Services, Inc. | 0.05% | 0.05% | #31 | $912,969 | 7,127 | $887,248 | 7,391 | -264-3.57% | Reduce | |
| Bank of New York Mellon Corp | <0.01% | <0.01% | #104 | $878,970 | 6,861 | $785,190 | 6,540 | +321+4.91% | Add | |
| Integrated Wealth Concepts LLC | <0.01% | <0.01% | #74 | $850,052 | 6,635 | $450,613 | 3,754 | +2,881+76.74% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #109 | $792,554 | 6,187 | $1.3M | 10,656 | -4,469-41.94% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #90 | $759,435 | 5,928 | $784,400 | 6,534 | -606-9.27% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #105 | $749,996 | 5,855 | $764,188 | 6,366 | -511-8.03% | Reduce | |
| Creekside Partners | 0.26% | 0.27% | #13 | $715,668 | 5,587 | $665,772 | 5,546 | +41+0.74% | Add |