SS SPDR S&P 600 SC GR ETFSLYGETF

13F holders, Q1 2024 (March 31)
439holders
3famous investors
$86.67avg. 13F price*

At the end of Q1 2024, 439 institutions reported holding SS SPDR S&P 600 SC GR ETF (SLYG) in their 13F filings. The largest holders were LPL Financial LLC ($188.7M), Citigroup Inc. ($140.4M) and Bank of America Corp. ($138.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR S&P 600 SC GR ETF
Filed as
SPDR SER TR (Q1 2024)
CUSIP
78464A201
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 439Q1 2024Q2 2024: 442Q2 2024Q3 2024: 464Q3 2024Q4 2024: 477Q4 2024Q1 2025: 462Q1 2025Q2 2025: 484Q2 2025Q3 2025: 484Q3 2025Q4 2025: 510Q4 2025Q1 2026: 517Q1 2026Q2 2026: 559Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions49$112.7M
Exits32$13.8M

Ownership 439 holders

LPL Financial LLC 0.10% Add +12.7% 2,163,658 $188.7M
Citigroup Inc. 0.15% Add +2.1% 1,609,445 $140.4M
Bank of America Corp. 0.01% Add +12.2% 1,584,141 $138.2M
Financial Engines Advisors L.L.C. 0.27% Reduce -2.3% 1,362,351 $118.8M
Stifel Financial Corp. 0.07% Add +28.1% 674,933 $58.9M
Haverford Trust Co 0.60% Add +16.8% 660,529 $57.6M
Ameriprise Financial Inc. 0.02% Reduce -10.3% 642,021 $56.0M
NorthRock Partners, LLC 1.96% Add +3.0% 584,552 $51.0M
Benjamin F. Edwards & Company, Inc. 0.76% Add +28.8% 477,207 $41.6M
Rodgers & Associates, LTD 4.49% Reduce -0.0% 401,138 $35.0M
Townsquare Capital LLC 0.49% Add +5.7% 386,940 $33.8M
Morgan Stanley 0.00% Add +15.3% 378,531 $33.0M
Avantax Planning Partners, Inc. 1.00% Add +297.9% 354,822 $31.0M
Wells Fargo & Company 0.01% Add +19.0% 354,593 $30.9M
Savant Capital, LLC 0.34% Reduce -0.5% 340,693 $29.7M
Tradewinds Capital Management, LLC 8.02% New 332,618 $29.0M
Equitable Holdings, Inc. 0.33% Add +58.0% 332,550 $29.0M
Osaic Holdings, Inc. 0.06% Add +80.3% 291,853 $25.5M
Commonwealth Equity Services, LLC 0.04% Add +12.1% 284,817 $24.8M
FAS Wealth Partners, Inc. 2.19% Reduce -1.1% 282,751 $24.7M
Krilogy Financial LLC 1.75% Add +0.6% 261,152 $22.8M
Confluence Investment Management LLC 0.28% Add +20.3% 242,435 $21.1M
Financial Planning & Information Services, Inc. 2.97% Reduce -2.5% 226,970 $19.8M
GHP Investment Advisors, Inc. 0.98% Add +1.4% 226,238 $19.7M
Aire Advisors, LLC 4.38% Add +0.4% 222,730 $19.4M
AE Wealth Management LLC 0.22% Add +3.7% 221,864 $19.4M
Roberts Financial Services LLC 3.90% Add +0.6% 218,813 $19.1M
Redwood Investment Management, LLC 1.80% Reduce -27.7% 215,939 $18.9M
UBS Group AG 0.01% Add +21.2% 211,148 $18.4M
KWB Wealth 2.38% Reduce -3.4% 202,863 $17.7M
Convergence Financial, LLC 7.15% Reduce -7.0% 198,568 $17.3M
Cetera Investment Advisers 0.04% New 192,062 $16.8M
Assetmark, Inc. 0.05% Reduce -57.0% 190,734 $16.6M
Mariner, LLC 0.03% Add +5.8% 190,162 $16.6M
Thrive Capital Management, LLC 8.40% New 258,351 $15.8M
Klingman & Associates, LLC 1.10% Reduce -1.6% 175,796 $15.3M
Csenge Advisory Group 0.86% Reduce -1.8% 175,780 $15.3M
First National Trust Co 0.59% Reduce -10.3% 166,990 $14.6M
Private Advisor Group, LLC 0.10% Add +12.1% 161,953 $14.1M
Confluence Wealth Services, Inc. 1.20% New 15,628 $13.6M
WCG Wealth Advisors LLC 1.04% Reduce -26.5% 142,288 $12.4M
Envestnet Asset Management Inc. 0.00% Reduce -2.3% 138,135 $12.0M
Tiaa Trust, National Association 0.04% Add +1.2% 134,478 $11.7M
Shakespeare Wealth Management, LLC 3.28% Add +0.7% 129,652 $11.3M
Optimist Retirement Group LLC 5.47% Add +3.8% 122,037 $10.6M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -48.1% 121,675 $10.6M
Mather Group, Llc. 0.17% Reduce -0.5% 126,471 $10.6M
HighTower Advisors, LLC 0.02% Reduce -3.9% 114,455 $10.0M
Truist Financial Corp. 0.01% Add +2.3% 112,360 $9.8M
Wealthcare Advisory Partners LLC 0.30% Add +15.1% 104,727 $9.1M
Goldman Sachs Group Inc. 0.00% Add +931.5% 102,558 $8.9M
Kades & Cheifetz LLC 5.69% Add +0.5% 101,956 $8.9M
Forbes Financial Planning, Inc. 7.60% Add +0.1% 101,280 $8.8M
Rainey & Randall Wealth Advisors Inc. 2.05% Add +6.4% 100,618 $8.8M
Grey Fox Wealth Advisors, LLC 3.10% Add +10.6% 94,483 $8.2M
Financial Consulate, Inc. 2.40% Add +6.8% 93,259 $8.1M
Perennial Investment Advisors, LLC 1.22% Add +2.5% 91,701 $8.0M
Signature Estate & Investment Advisors LLC 0.23% Reduce -85.8% 91,317 $8.0M
Cambridge Investment Research Advisors, Inc. 0.03% Add +12.3% 87,656 $7.6M
O'Dell Group, LLC 1.78% Add +16477.3% 83,052 $7.2M
Tradition Wealth Management, LLC 0.72% Reduce -31.3% 81,886 $7.1M
Balanced Wealth Group LLC 3.16% Add +997.9% 291,710 $7.1M
Signet Financial Management, LLC 0.97% Reduce -6.0% 80,693 $7.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +27.6% 79,745 $7.0M
Level Four Advisory Services, LLC 0.36% Add +2.3% 77,789 $6.5M
McAdam, LLC 0.41% Reduce -1.9% 73,906 $6.4M
Key Financial Inc 1.62% Add +8.8% 72,994 $6.4M
Intrua Financial, LLC 0.98% New 72,610 $6.3M
Dakota Wealth Management 0.16% New 72,566 $6.3M
JNBA Financial Advisors 0.64% Reduce -25.3% 69,695 $6.1M
Financial Strategies Group, Inc. 1.62% Reduce -4.3% 69,999 $6.0M
Financial Security Advisor, Inc. 2.07% Reduce -0.6% 67,806 $5.9M
BIP Wealth, LLC 0.43% Add +12.3% 66,962 $5.8M
Denver Wealth Management, Inc. 2.90% Reduce -32.7% 65,093 $5.7M
Pinnacle Family Advisors, LLC 3.01% Add +36.9% 64,822 $5.7M
Thrivent Financial for Lutherans 0.01% Add +0.4% 61,656 $5.4M
Marietta Wealth Management, LLC 0.84% Add +3.3% 58,644 $5.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.9% 57,787 $5.0M
HRC Wealth Management, LLC 3.60% New 56,464 $4.9M
Pacific Sun Financial Corp 2.85% Reduce -0.2% 56,200 $4.9M
ERn Financial, LLC 0.84% Reduce -4.2% 55,714 $4.9M
Baird Financial Group, Inc. 0.01% Add +14.6% 54,911 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.7% 53,975 $4.7M
Strategies Wealth Advisors, LLC 0.70% Reduce -0.6% 52,352 $4.6M
Interactive Financial Advisors, Inc. 2.51% Add +4486.1% 51,961 $4.5M
Barrett & Company, Inc. 2.14% Reduce -1.6% 51,939 $4.5M
Diversified, LLC 0.62% Reduce -22.6% 51,601 $4.5M
Royal Bank of Canada 0.00% Reduce -24.6% 50,931 $4.4M
Blue Barn Wealth, LLC 2.47% Add +0.4% 50,739 $4.4M
Pinnacle Financial Partners Inc 0.09% Reduce -3.6% 49,728 $4.3M
Waller Financial Planning Group, Inc. 1.15% Reduce -0.1% 49,642 $4.3M
Fragasso Financial Advisors Inc 0.37% Reduce -1.4% 49,533 $4.3M
Councilor Wealth, LLC 2.14% Reduce -6.6% 49,045 $4.3M
Whitegate Investment Counselors, Inc. 1.20% Add +0.1% 48,967 $4.3M
Integrity Wealth Solutions LLC 2.71% Add +3.3% 47,651 $4.2M
WealthShield Partners, LLC 0.65% Reduce -15.1% 45,963 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Add +1.6% 45,787 $4.0M
New England Capital Financial Advisors LLC 2.24% Add +6.9% 45,460 $4.0M
Spire Wealth Management 0.07% Reduce -6.4% 45,255 $3.9M
Citadel Advisors 0.00% Add +4211.7% 44,583 $3.9M
Moneco Advisors, LLC 0.62% Add +36.8% 44,482 $3.9M
Corient Private Wealth LP 0.01% Reduce -0.6% 43,409 $3.8M
Prestige Wealth Management Group LLC 0.82% Add +0.3% 43,326 $3.8M
Concourse Financial Group Securities, Inc. 0.24% Add +172.7% 42,656 $3.7M
M&T Bank Corp 0.01% Reduce -32.4% 41,768 $3.6M
Moneta Group Investment Advisors LLC 0.06% Reduce -17.7% 39,822 $3.5M
Pathstone Holdings, LLC 0.02% Add +2.5% 39,260 $3.4M
MML Investors Services, LLC 0.01% Reduce -0.6% 38,957 $3.4M
Flow Traders U.S. LLC 0.18% New 38,464 $3.4M
Geneos Wealth Management Inc. 0.15% Add +17.1% 38,203 $3.3M
Creative Planning 0.00% Add +0.4% 37,941 $3.3M
Creative Financial Designs Inc. 0.31% Add +2576.8% 37,823 $3.3M
Probity Advisors, Inc. 0.68% Add +9.3% 37,543 $3.3M
Strategic Advocates LLC 1.21% Reduce -71.5% 36,124 $3.2M
Cwm, LLC 0.02% Add +15.8% 35,511 $3.1M
CarsonAllaria Wealth Management, Ltd. 1.91% Add +30.0% 34,873 $3.0M
Kingsview Wealth Management, LLC 0.08% Add +0.3% 34,297 $3.0M
Sugarloaf Wealth Management, LLC 0.62% Add +56820.0% 34,152 $3.0M
Ameritas Advisory Services, LLC 0.12% Add +16.4% 34,155 $3.0M
Prosperity Consulting Group, LLC 0.36% New 32,749 $2.9M
Jones Financial Companies LLLP 0.00% Add +19.9% 31,207 $2.7M
Harbour Investments, Inc. 0.09% Reduce -0.8% 30,252 $2.6M
Avantax Advisory Services, Inc. 0.02% Add +126.6% 29,853 $2.6M
D. E. Shaw & Co. 0.00% New 29,677 $2.6M
Bristlecone Advisors, LLC 0.22% Add +10.3% 28,082 $2.4M
Keeler & Nadler Financial Planning & Wealth Management 1.44% Reduce -28.2% 27,518 $2.4M
Portside Wealth Group, LLC 0.44% Add +7.6% 27,506 $2.4M
Gladstone Institutional Advisory LLC 0.13% Reduce -1.7% 27,180 $2.4M
Focus Financial Network, Inc. 0.11% — 28,518 $2.3M
Advisor OS, LLC 0.26% Reduce -4.9% 26,078 $2.3M
Benjamin Edwards Inc. 0.45% Add +43.6% 26,024 $2.3M
Mutual Advisors, LLC 0.07% Reduce -4.7% 25,222 $2.2M
Burney Co./ 0.08% Add +16.8% 25,098 $2.2M
Sage Financial Group Inc. 0.20% Reduce -3.6% 25,049 $2.2M
Goldstone Financial Group, LLC 0.50% Add +29.9% 25,015 $2.2M
JPMorgan Chase & Co. 0.00% Add +0.5% 24,566 $2.1M
D.A. Davidson & Co. 0.02% Reduce -3.1% 24,267 $2.1M
IHT Wealth Management, LLC 0.08% Add +69.6% 23,778 $2.1M
Quantum Portfolio Management LLC 1.16% Add +42.8% 23,469 $2.0M
Focus Partners Wealth 0.02% Reduce -5.3% 23,042 $2.0M
Mercer Global Advisors Inc. 0.01% Add +3.6% 22,541 $2.0M
Cahill Financial Advisors Inc. 0.27% Reduce -1.4% 22,342 $1.9M
Freedom Investment Management, Inc. 0.16% Reduce -7.1% 22,187 $1.9M
Oak Root LLC 0.26% Add +23.8% 21,972 $1.9M
Stillwater Capital Advisors, LLC 0.28% Reduce -1.9% 21,945 $1.9M
Chicago Partners Investment Group LLC 0.08% Add +17.4% 22,396 $1.9M
Atria Wealth Solutions, Inc. 0.02% Add +3.2% 21,145 $1.8M
Visionary Wealth Advisors 0.12% Add +16.4% 20,939 $1.8M
Larson Financial Group LLC 0.14% Reduce -0.6% 20,784 $1.8M
American Financial & Tax Strategies Inc. 0.96% Reduce -2.4% 20,593 $1.8M
Tobias Financial Advisors, Inc. 0.40% Reduce -0.3% 20,024 $1.7M
Stratos Wealth Partners, LTD. 0.03% Reduce -70.1% 19,867 $1.7M
Diligent Investors, LLC 0.43% Reduce -3.9% 19,844 $1.7M
Barden Capital Management, Inc. 1.62% Reduce -25.7% 19,230 $1.7M
Corrigan Financial, Inc. 0.43% Reduce -1.4% 19,201 $1.7M
Twelve Points Wealth Management LLC 0.59% No change 18,497 $1.6M
Octavia Wealth Advisors, LLC 0.24% Reduce -89.6% 18,491 $1.6M
Capital Square, LLC 1.14% New 18,473 $1.6M
Palisades Hudson Asset Management, L.P. 0.71% Reduce -6.1% 17,956 $1.6M
Indie Asset Partners, LLC 1.39% Reduce -2.7% 17,917 $1.6M
Quent Capital, LLC 0.18% Reduce -19.8% 17,492 $1.5M
World Investment Advisors 0.22% Reduce -18.1% 17,432 $1.5M
Ignite Planners, LLC 0.42% Add +23.6% 17,334 $1.5M
Lane & Associates LLC 0.93% Reduce -2.8% 17,003 $1.5M
Snowden Capital Advisors LLC 0.05% Add +127.1% 16,698 $1.5M
Atria Investments, Inc 0.02% Add +6.4% 16,428 $1.4M
Laidlaw Wealth Management LLC 0.76% Reduce -21.3% 15,683 $1.4M
Droms Strauss Advisors Inc. /Mo/ 0.49% Reduce -8.3% 15,387 $1.3M
LTG Capital LLC 1.15% Reduce -0.6% 15,355 $1.3M
Courage Miller Partners, LLC 0.45% Add +0.9% 14,957 $1.3M
Financial Network Wealth Advisors LLC 1.29% Reduce -1.0% 14,902 $1.3M
YHB Investment Advisors, Inc. 0.11% Reduce -9.0% 14,832 $1.3M
Connecticut Wealth Management, LLC 0.07% Reduce -2.2% 14,762 $1.3M
Financial Advocates Investment Management 0.07% Add +1.6% 14,753 $1.3M
Focus Partners Advisor Solutions, LLC 0.04% New 14,435 $1.3M
Investors Research Corp 0.29% Reduce -0.2% 14,365 $1.3M
TAGStone Capital, Inc. 0.71% Add +10.3% 13,894 $1.2M
Raymond James & Associates 0.00% Reduce -0.3% 13,555 $1.2M
Total Wealth Planning, LLC 0.20% Reduce -7.3% 13,155 $1.1M
Girard Partners LTD. 0.11% Reduce -1.1% 13,138 $1.1M
Jane Street Group, LLC 0.00% New 13,045 $1.1M
Tritonpoint Wealth, LLC 0.12% Reduce -8.7% 13,510 $1.1M
Partners in Financial Planning 0.25% Reduce -5.4% 12,864 $1.1M
CENTRAL TRUST Co 0.03% Reduce -6.3% 12,860 $1.1M
Swmg, LLC 0.49% Add +29.2% 12,601 $1.1M
One Capital Management, LLC 0.04% Add +0.1% 12,193 $1.1M
Mosaic Family Wealth Partners, LLC 0.17% Add +10.2% 11,641 $1.0M
PSI Advisors, LLC 0.36% Reduce -4.0% 11,448 $999K
Vance Wealth, LLC 0.39% Reduce -0.4% 11,362 $991K
Stratos Wealth Advisors, LLC 0.06% Reduce -0.5% 11,267 $983K
LexAurum Advisors, LLC 0.25% Add +9.4% 11,216 $978K
Great Valley Advisor Group, Inc. 0.03% Reduce -0.4% 11,009 $961K
Centennial Wealth Advisory LLC 0.44% Add +10.7% 10,817 $943K
Asset Dedication, LLC 0.07% Reduce -1.9% 10,782 $942K
CreativeOne Wealth, LLC 0.04% Reduce -13.9% 10,364 $904K
Occidental Asset Management, LLC 0.16% Add +0.3% 9,924 $866K
Global Retirement Partners, LLC 0.03% Add +45.6% 9,677 $844K
Keystone Wealth Services, LLC 0.27% Add +9.3% 9,613 $838K
Atlas Brown,Inc. 0.30% Reduce -5.5% 9,450 $824K
United Capital Financial Advisors, LLC 0.01% Reduce -13.2% 9,334 $814K
MidAtlantic Capital Management, Inc. 0.71% No change 9,324 $813K
Motive Wealth Advisors 0.49% Add +95.5% 9,270 $809K
Winthrop Capital Management, LLC 0.37% Reduce -7.3% 9,196 $802K
J.W. Cole Advisors, Inc. 0.04% Add +0.3% 8,989 $784K
Petix & Botte Co 0.19% New 8,928 $779K
Aptus Capital Advisors, LLC 0.02% Add +15.7% 8,919 $778K
Wrapmanager Inc. 0.21% Reduce -0.8% 8,805 $768K
Moloney Securities Asset Management, LLC 0.12% Reduce -5.1% 8,736 $762K
CW Advisors, LLC 0.01% Add +3.3% 8,607 $751K
Topel & Distasi Wealth Management, LLC 0.33% No change 8,603 $750K
OneDigital Investment Advisors LLC 0.01% Reduce -14.8% 8,556 $746K
Fiduciary Alliance LLC 0.13% Reduce -9.9% 8,359 $725K
Inspirion Wealth Advisors, LLC 0.12% Reduce -0.3% 8,253 $720K
Diversify Advisory Services, LLC 0.04% — 8,287 $718K
Prudential PLC 0.01% Add +102.0% 8,180 $714K
Stevens Capital Partners 0.42% Add +0.6% 8,144 $710K
Sigma Planning Corp 0.02% Add +149.1% 8,002 $698K
FMR LLC 0.00% Add +25.4% 7,974 $696K
Good Life Advisors, LLC 0.06% Add +160.9% 7,843 $684K
Renaissance Technologies 0.00% New 7,828 $683K
Connors Investor Services Inc. 0.07% New 7,661 $668K
Foster Victor Wealth Advisors, LLC 0.06% Reduce -0.3% 7,862 $665K
Comerica Bank 0.00% Add +15.8% 7,418 $647K
Verdence Capital Advisors LLC 0.06% Add +10.0% 7,400 $646K
Vawter Financial, Ltd. 0.47% Add +0.0% 7,370 $643K
US Bancorp \de 0.00% Add +1.5% 7,160 $625K
Avior Wealth Management, LLC 0.03% Reduce -1.6% 7,097 $619K
Integrated Advisors Network LLC 0.03% Add +0.7% 7,030 $613K
Beacon Pointe Advisors, LLC 0.01% Add +10.1% 6,979 $609K
Cary Street Partners Investment Advisory LLC 0.03% Add +46.9% 6,899 $602K
Belpointe Asset Management LLC 0.04% Add +44.0% 6,869 $599K
Kestra Advisory Services, LLC 0.00% Add +64.3% 6,868 $599K
Baltimore-Washington Financial Advisors, Inc. 0.04% Add +7.4% 6,844 $597K
Summit Financial, LLC 0.03% No change 6,382 $557K
Gibbs Wealth Management 0.32% — 6,345 $553K
TFB Advisors LLC 0.20% Add +35.3% 6,625 $553K
Comprehensive Financial Consultants Institutional, Inc. 0.23% Add +64.7% 6,311 $551K
Norden Group LLC 0.11% New 6,301 $550K
First City Capital Management, Inc. 0.30% Reduce -1.4% 6,275 $547K
Parkside Financial Bank & Trust 0.09% Reduce -68.7% 6,120 $534K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.9% 6,084 $531K
Western Wealth Management, LLC 0.04% Add +4.5% 6,067 $529K
Diversified Investment Strategies, LLC 0.35% Reduce -3.7% 6,034 $526K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -0.9% 5,707 $498K
Towerpoint Wealth, LLC 0.25% Add +0.1% 5,701 $497K
Salomon & Ludwin, LLC 0.04% Add +8.6% 5,646 $493K
Tiller Private Wealth, Inc. 0.22% Add +0.3% 5,525 $482K
Measured Wealth Private Client Group, LLC 0.17% Reduce -36.2% 5,466 $477K
Second Line Capital, LLC 0.15% Reduce -14.9% 5,448 $475K
Idaho Trust Co 0.45% New 5,356 $467K
Fingerlakes Wealth Management, Inc. 0.45% Add +0.2% 5,356 $467K
Brookstone Capital Management 0.01% Add +15.0% 5,348 $466K
Wallace Advisory Group, LLC 0.35% Reduce -3.2% 5,552 $464K
Lowery Thomas, LLC 0.35% Reduce -5.1% 5,314 $464K
Private Trust Co. NA 0.05% Reduce -27.9% 5,252 $458K
Sandy Cove Advisors, LLC 0.21% Add +0.1% 5,183 $452K
FirstPurpose Wealth LLC 0.16% Add +1.7% 5,327 $447K
Everhart Financial Group, Inc. 0.13% Reduce -3.4% 5,091 $444K
Carmichael Hill & Associates, Inc. 0.18% Add +0.1% 5,069 $442K
Laraway Financial Advisors Inc 0.39% No change 5,035 $439K
Quadrature Capital Ltd 0.01% New 5,028 $438K
Bison Wealth, LLC 0.07% Add +1.5% 5,008 $437K
Commonwealth Financial Services, LLC 0.10% Add +22.8% 5,180 $433K
Texas Yale Capital Corp. 0.02% No change 4,956 $432K
Smart Portfolios, LLC 0.45% Add +67.1% 4,945 $431K
Trilogy Capital Inc. 0.02% Reduce -1.5% 4,879 $426K
Financial Counselors Inc. 0.01% Reduce -1.1% 4,828 $421K
Cerity Partners LLC 0.00% Reduce -1.0% 4,742 $414K
Waldron Private Wealth LLC 0.02% Reduce -11.2% 4,745 $414K
Navalign, LLC 0.14% Reduce -72.5% 4,740 $413K
First Heartland Consultants, Inc. 0.04% Reduce -1.9% 4,738 $413K
Prime Capital Investment Advisors, LLC 0.01% New 4,728 $412K
Falcon Wealth Planning 0.07% Add +1.3% 4,709 $411K
Principal Securities, Inc. 0.01% Add +22.4% 4,687 $409K
USAdvisors Wealth Management, LLC 0.15% New 4,662 $404K
Baker Tilly Wealth Management, LLC 0.07% Reduce -71.9% 4,616 $403K
Essex Financial Services, Inc. 0.04% Reduce -4.2% 4,569 $399K
Wambolt & Associates, LLC 0.12% Reduce -44.9% 4,573 $396K
Crescent Sterling, Ltd. 0.35% Reduce -1.4% 4,351 $380K
Valley Forge Investment Consultants Inc. Adv 0.14% Reduce -17.6% 4,228 $369K
Wrenne Financial Planning LLC 0.27% New 4,184 $365K
Urban Financial Advisory Corp 0.22% Reduce -0.1% 4,137 $361K
WealthPLAN Partners, LLC 0.04% New 4,103 $358K
Strategic Blueprint, LLC 0.03% Add +0.2% 4,102 $358K
Susquehanna International Group, LLP 0.00% Reduce -86.7% 4,044 $353K
Allegiance Financial Group Advisory Services LLC 0.14% Add +0.2% 4,043 $353K
Strategic Financial Concepts, LLC 0.08% New 4,040 $352K
Walled Lake Planning & Wealth Management, LLC 0.14% Add +22.5% 4,017 $350K
Hyperion Partners, LLC 0.25% Reduce -2.4% 3,958 $345K
Sensible Money, LLC 0.18% Reduce -1.7% 3,898 $340K
Alliance Wealth Advisors, LLC 0.10% Add +3.5% 3,868 $337K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -4.8% 3,863 $337K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -9.1% 3,835 $335K
Steele Capital Management, Inc. 0.02% No change 3,749 $327K
AdvisorNet Financial, Inc 0.03% Reduce -14.4% 3,743 $327K
M3 Advisory Group, LLC 0.28% Add +26.5% 3,596 $314K
Northern Trust Corp. 0.00% Add +21.1% 3,592 $313K
Destiny Capital Corp 0.22% No change 3,589 $313K
Clear Creek Financial Management, LLC 0.04% Add +36.3% 3,552 $310K
Bank of Montreal 0.00% No change 3,533 $308K
Horizon Investment Services, LLC 0.15% Reduce -13.1% 3,505 $306K
Ackerman Capital Advisors, LLC 0.08% Reduce -4.7% 3,459 $302K
Legacy Trust 0.08% No change 3,450 $301K
Centerpoint Advisors, LLC 0.11% No change 3,380 $295K
Aviso Wealth Management 0.19% Add +32.9% 3,377 $295K
LBMC Investment Advisors, LLC 0.02% Reduce -28.2% 3,268 $285K
Brown Advisory Inc. 0.00% Reduce -1.0% 3,262 $285K
Asset Management Group, Inc. 0.04% Add +0.2% 3,200 $279K
Independent Advisor Alliance 0.01% New 3,130 $273K
BCGM Wealth Management, LLC 0.10% Add +0.2% 3,122 $272K
Jentner Corp 0.09% Reduce -1.3% 3,085 $269K
Eagle Strategies LLC 0.06% Reduce -73.0% 3,039 $265K
HF Advisory Group, LLC 0.15% Reduce -30.6% 2,988 $261K
Realta Investment Advisors 0.05% Reduce -10.9% 2,975 $260K
Janney Montgomery Scott LLC 0.00% Reduce -10.6% 2,973 $259K
Waverly Advisors, LLC 0.01% New 2,919 $255K
Meridian Financial Advisors, LLC 0.19% Add +16.0% 2,897 $253K
Signaturefd, LLC 0.01% Add +119.6% 2,864 $250K
PCA Investment Advisory Services Inc. 0.14% No change 2,792 $244K
9258 Wealth Management, LLC 0.04% No change 2,763 $241K
Jackson, Grant Investment Advisers, Inc. 0.10% Add +2.5% 2,724 $238K
OneAscent Financial Services LLC 0.03% Reduce -20.9% 2,680 $234K
Fiduciary Family Office, LLC 0.09% Reduce -13.3% 2,608 $227K
SOA Wealth Advisors, LLC. 0.05% No change 2,596 $226K
PNC Financial Services Group, Inc. 0.00% Add +18.1% 2,586 $226K
American Money Management, LLC 0.05% Reduce -3.1% 2,581 $225K
Burns Matteson Capital Management, LLC 0.14% No change 2,544 $222K
Foundations Investment Advisors, LLC 0.01% Add +2.2% 2,515 $219K
Solutions 4 Wealth, Ltd 0.60% New 2,436 $212K
Harvest Investment Services, LLC 0.08% No change 2,414 $211K
Advisor Resource Council 0.09% Reduce -91.6% 2,484 $208K
Bank of New York Mellon Corp 0.00% New 2,376 $207K
Blair William & Co. 0.00% Add +6.1% 2,371 $207K
Allworth Financial LP 0.00% No change 2,368 $207K
EP Wealth Advisors, LLC 0.00% Reduce -24.6% 2,339 $204K
Founders Financial Securities LLC 0.02% New 2,307 $201K
Drive Wealth Management, LLC 0.06% Reduce -19.1% 2,299 $201K
Horizon Investments, LLC 0.00% Add +965.5% 2,035 $178K
First Command Advisory Services, Inc. 0.00% No change 1,810 $158K
HBC Financial Services, PLLC 0.10% No change 1,840 $153K
CoreCap Advisors, LLC 0.01% New 1,739 $152K
Integrity Financial Corp 0.10% No change 1,718 $150K
Private Ocean, LLC 0.02% Reduce -8.0% 1,708 $149K
Glenmede Trust Co. NA 0.00% No change 1,658 $145K
Householder Group Estate & Retirement Specialist, LLC 0.04% Add +13.2% 1,538 $134K
Capital Analysts, LLC 0.01% Add +0.1% 1,478 $129K
Capital Investment Advisory Services, LLC 0.01% Add +1.8% 1,356 $118K
Bogart Wealth, LLC 0.01% No change 1,332 $116K
Fernwood Investment Management, LLC 0.03% New 1,280 $112K
FinTrust Capital Advisors, LLC 0.02% Add +16.7% 1,153 $101K
Ballast Advisors LLC 0.03% No change 1,128 $98K
Hollencrest Capital Management 0.00% No change 1,080 $94K
Glass Jacobson Investment Advisors llc 0.03% No change 1,000 $87K
Farther Finance Advisors, LLC 0.01% Add +100100.0% 1,002 $87K
Financial Perspectives, Inc 0.03% No change 961 $84K
Lanark Financial, Inc. 0.01% No change 910 $79K
DHJJ Financial Advisors, Ltd. 0.03% No change 728 $64K
Mma Asset Management LLC 0.03% New 692 $60K
Brown Brothers Harriman & Co. 0.00% Add +254.8% 635 $55K
Gen-Wealth Partners Inc 0.03% — 619 $54K
Northwest Investment Counselors, LLC 0.01% New 615 $54K
Iron Horse Wealth Management, LLC 0.02% No change 584 $51K
M&R Capital Management Inc. 0.01% No change 551 $48K
Tucker Asset Management LLC 0.01% New 518 $45K
Baldwin Wealth Partners LLC 0.00% No change 470 $41K
Princeton Global Asset Management LLC 0.01% Add +0.2% 466 $41K
Beacon Capital Management, LLC 0.01% Reduce -9.1% 450 $39K
HM Payson & Co. 0.00% No change 440 $38K
NewEdge Advisors, LLC 0.00% No change 418 $36K
Financial Gravity Asset Management, Inc. 0.01% Reduce -2.3% 420 $35K
JFS Wealth Advisors, LLC 0.00% Add +0.3% 393 $34K
Retirement Group, LLC 0.01% No change 376 $33K
Tsfg, LLC 0.01% No change 368 $32K
O'shaughnessy Asset Management, LLC 0.00% No change 365 $32K
Vima LLC 0.04% No change 420 $31K
Franklin Resources Inc. 0.00% No change 350 $31K
UMB Bank, n.a. 0.00% No change 343 $30K
New Covenant Trust Company, N.A. 0.03% — 337 $29K
Plante Moran Financial Advisors, LLC 0.00% No change 328 $29K
Sound Income Strategies, LLC 0.00% Add +583.3% 328 $29K
Park Place Capital Corp 0.01% No change 321 $28K
Simplex Trading, LLC 0.00% New 328 $28K
Global Financial Private Client, LLC 0.01% No change 308 $27K
Lindbrook Capital, LLC 0.00% No change 300 $26K
Pension & Wealth Management Advisors, Inc. 0.02% No change 270 $24K
GPS Wealth Strategies Group, LLC 0.00% Add +0.4% 257 $22K
Founders Capital Management 0.01% No change 252 $22K
Pineridge Advisors LLC 0.01% No change 226 $20K
Laurel Wealth Advisors LLC 0.00% No change 223 $19K
Lowe Wealth Advisors, LLC 0.01% No change 214 $19K
Westside Investment Management, Inc. 0.00% No change 205 $18K
Blue Trust, Inc. 0.00% Add +306.0% 203 $18K
Tompkins Financial Corp. 0.00% No change 200 $17K
Spectrum Wealth Counsel, LLC 0.00% New 195 $17K
Colonial Trust Advisors 0.00% New 189 $16K
Arax Advisory Partners 0.00% Reduce -18.9% 185 $16K
TD Capital Management LLC 0.00% Add +0.6% 182 $16K
Gradient Investments LLC 0.00% Reduce -10.1% 169 $15K
Crewe Advisors LLC 0.00% New 163 $14K
Clear Point Advisors Inc. 0.01% No change 156 $14K
IFP Advisors, Inc 0.00% No change 148 $13K
Christopher J. Hasenberg, Inc 0.01% New 122 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 118 $10K
Qube Research & Technologies Ltd 0.00% Reduce -88.7% 118 $10K
McIlrath & Eck, LLC 0.00% No change 100 $9K
IAG Wealth Partners, LLC 0.00% No change 99 $9K
Cordgrass Capital Advisors, LLC 0.00% New 96 $8K
Phillips Financial Management, LLC 0.00% No change 96 $8K
Paladin Advisory Group, LLC 0.01% No change 96 $8K
CBIZ Investment Advisory Services, LLC 0.00% New 93 $8K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.8% 82 $7K
RE Dickinson Investment Advisors, LLC 0.00% No change 81 $7K
Aspire Private Capital, LLC 0.00% New 76 $7K
Adirondack Trust Co. 0.00% No change 75 $7K
Scarborough Advisors, LLC 0.00% No change 69 $6K
Carolinas Wealth Consulting LLC 0.00% Add +1.6% 65 $6K
Kozak & Associates, Inc. 0.00% No change 64 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 50 $4K
JDM Financial Group LLC 0.00% No change 45 $4K
CIBC Private Wealth Group LLC 0.00% New 45 $4K
Archer Investment Corp 0.00% No change 32 $3K
Foster Dykema Cabot & Partners, LLC 0.00% No change 32 $3K
ICA Group Wealth Management, LLC 0.00% No change 30 $3K
Independence Bank of Kentucky 0.00% No change 27 $2K
PFG Private Wealth Management, LLC 0.00% No change 26 $2K
Balefire, LLC 0.00% New 26 $2K
Russell Investments Group, Ltd. 0.00% No change 25 $2K
Rosenberg Matthew Hamilton 0.00% No change 25 $2K
Castleview Partners, LLC 0.00% New 24 $2K
Orion Capital Management LLC 0.00% No change 24 $2K
Global Wealth Strategies & Associates 0.00% New 21 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 19 $2K
Planning Capital Management Corp 0.00% No change 18 $2K
Bfsg, LLC 0.00% New 18 $2K
Farmers & Merchants Investments Inc. 0.00% No change 15 $1K
Sage Mountain Advisors LLC 0.00% New 14 $1K
Central Pacific Bank - Trust Division 0.00% — 12 $1K
Macroview Investment Management LLC 0.00% No change 8 $717
Hanson & Doremus Investment Management 0.00% New 4 $0

"% of holder's portfolio" is SLYG's weight in each manager's 13F, not the share of SS SPDR S&P 600 SC GR ETF the manager owns.