Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / RUSSELL YIELD
-
Total 13F shares
-
187,423
-
Share change
-
+12,041
-
Total reported value
-
$21,361,486
-
Price per share
-
$113.56
-
Number of holders
-
15
-
Value change
-
+$1,355,089
-
Number of buys
-
7
-
Number of sells
-
5
Institutional Holders of SPDR SERIES TRUST - RUSSELL YIELD (ONEY) as of Q4 2025
As of 31 Dec 2025,
SPDR SERIES TRUST - RUSSELL YIELD (ONEY) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
187,423 shares.
The largest 10 holders included
Holos Integrated Wealth LLC, FMA Wealth Management, LLC, Pallas Capital Advisors LLC, Savvy Advisors, Inc., Crumly & Associates Inc., PRECEDENT WEALTH PARTNERS, LLC, WORLD EQUITY GROUP, INC., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, IVC Wealth Advisors LLC, and Meriwether Wealth & Planning, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.