SS SPDR S&P 600 SC GR ETFSLYGETF

13F holders, Q2 2024 (June 30)
442holders +3
32new positions
33sold out
3famous investors
$83.92avg. 13F price*

At the end of Q2 2024, 442 institutions reported holding SS SPDR S&P 600 SC GR ETF (SLYG) in their 13F filings, up 3 from Q1 2024. 32 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($195.3M), Bank of America Corp. ($139.2M) and Citigroup Inc. ($138.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR S&P 600 SC GR ETF
Filed as
SPDR SER TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions32$25.9M
Exits33$41.9M

All 13F filers, Q1 2024 → Q2 2024: 2,219,199 shares bought and 2,325,068 shares sold, net −105,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 442 holders

LPL Financial LLC 0.10% Add +5.1% 2,274,392 $195.3M
Bank of America Corp. 0.01% Add +2.4% 1,621,502 $139.2M
Citigroup Inc. 0.13% Add +0.2% 1,613,384 $138.5M
Financial Engines Advisors L.L.C. 0.26% Reduce -1.7% 1,339,376 $115.0M
Townsquare Capital LLC 1.29% Add +185.1% 1,103,112 $94.7M
Ameriprise Financial Inc. 0.02% Add +5.1% 674,886 $57.9M
NorthRock Partners, LLC 1.98% Add +5.0% 613,672 $52.7M
Stifel Financial Corp. 0.06% Reduce -12.9% 587,704 $50.5M
Benjamin F. Edwards & Company, Inc. 0.66% Reduce -8.3% 437,420 $37.6M
Rodgers & Associates, LTD 4.39% Reduce -0.9% 397,543 $34.1M
Avantax Planning Partners, Inc. 1.08% Add +10.7% 392,777 $33.7M
Morgan Stanley 0.00% Reduce -0.7% 375,840 $32.3M
Wells Fargo & Company 0.01% Reduce -3.0% 343,980 $29.5M
Osaic Holdings, Inc. 0.06% Add +6.5% 310,946 $26.7M
Savant Capital, LLC 0.26% Reduce -11.2% 302,456 $26.0M
FAS Wealth Partners, Inc. 2.20% Add +4.9% 296,629 $25.5M
Commonwealth Equity Services, LLC 0.04% Add +0.2% 285,503 $24.5M
Krilogy Financial LLC 1.66% Add +0.1% 261,546 $22.5M
Redwood Investment Management, LLC 1.77% Add +10.4% 238,306 $20.4M
Confluence Investment Management LLC 0.29% Reduce -2.7% 235,926 $20.3M
UBS Group AG 0.01% Add +10.6% 233,483 $20.0M
GHP Investment Advisors, Inc. 0.98% Add +1.5% 229,650 $19.7M
Financial Planning & Information Services, Inc. 3.00% Add +0.8% 228,802 $19.6M
AE Wealth Management LLC 0.20% Add +2.7% 227,845 $19.6M
Roberts Financial Services LLC 3.86% Add +2.1% 223,411 $19.2M
Aire Advisors, LLC 4.33% Reduce -0.7% 221,197 $19.0M
Cetera Investment Advisers 0.04% Add +9.3% 210,025 $18.0M
Equitable Holdings, Inc. 0.19% Reduce -37.8% 206,947 $17.8M
Mariner, LLC 0.03% Add +8.3% 205,943 $17.7M
KWB Wealth 2.38% Reduce -2.4% 198,088 $17.3M
Convergence Financial, LLC 4.43% Reduce -1.8% 195,077 $16.7M
Assetmark, Inc. 0.05% Add +0.5% 191,610 $16.5M
Klingman & Associates, LLC 1.02% Reduce -0.2% 175,378 $15.1M
Private Advisor Group, LLC 0.10% Add +7.2% 173,642 $14.9M
First National Trust Co 0.58% Reduce -1.3% 164,787 $14.1M
Csenge Advisory Group 0.77% Reduce -10.1% 158,048 $13.6M
WCG Wealth Advisors LLC 0.94% Add +3.5% 147,239 $12.6M
Shakespeare Wealth Management, LLC 3.57% Add +10.9% 143,810 $12.3M
Tiaa Trust, National Association 0.04% Add +6.4% 143,069 $12.3M
Envestnet Asset Management Inc. 0.00% Add +3.0% 142,281 $12.2M
Raymond James Financial Services Advisors, Inc. 0.02% Add +16.9% 142,195 $12.2M
Mather Group, Llc. 0.14% Reduce -0.3% 126,141 $11.0M
Optimist Retirement Group LLC 5.55% Add +0.7% 122,905 $10.6M
HighTower Advisors, LLC 0.02% Add +2.1% 116,869 $10.0M
Truist Financial Corp. 0.01% Add +0.9% 113,323 $9.7M
Forbes Financial Planning, Inc. 7.02% Add +2.7% 104,052 $8.9M
Grey Fox Wealth Advisors, LLC 3.10% Add +8.6% 102,586 $8.8M
Rainey & Randall Wealth Advisors Inc. 2.07% Add +1.5% 102,172 $8.8M
Kades & Cheifetz LLC 5.50% Reduce -0.1% 101,831 $8.7M
Perennial Investment Advisors, LLC 1.17% Add +4.1% 95,457 $8.2M
Financial Consulate, Inc. 2.40% Add +2.1% 95,243 $8.2M
Wealthcare Advisory Partners LLC 0.25% Reduce -11.6% 92,532 $7.9M
Balanced Wealth Group LLC 3.53% Add +3.2% 301,155 $7.8M
Goldman Sachs Group Inc. 0.00% Reduce -13.1% 89,141 $7.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.2% 85,516 $7.3M
O'Dell Group, LLC 1.78% No change 83,052 $7.2M
MAI Capital Management 0.07% New 83,864 $7.2M
Key Financial Inc 1.68% Add +11.7% 81,512 $7.0M
Signature Estate & Investment Advisors LLC 0.17% Reduce -12.0% 80,336 $6.9M
Tradition Wealth Management, LLC 0.67% Reduce -2.0% 80,254 $6.9M
ERn Financial, LLC 1.08% Add +35.8% 75,650 $6.5M
McAdam, LLC 0.37% Reduce -1.9% 72,541 $6.2M
Signet Financial Management, LLC 0.83% Reduce -10.7% 72,055 $6.2M
Leslie Global Wealth, LLC 3.54% — 70,600 $6.1M
BIP Wealth, LLC 0.49% Add +5.1% 70,385 $6.0M
Financial Strategies Group, Inc. 1.49% Reduce -0.7% 69,513 $5.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +24.1% 66,993 $5.8M
Financial Security Advisor, Inc. 1.92% Reduce -1.5% 66,788 $5.7M
Marietta Wealth Management, LLC 0.89% Add +13.2% 66,385 $5.7M
Dakota Wealth Management 0.13% Reduce -10.8% 64,735 $5.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -27.5% 63,587 $5.5M
HRC Wealth Management, LLC 3.60% Add +8.5% 61,242 $5.3M
Jones Financial Companies LLLP 0.01% Add +92.3% 60,021 $5.2M
Baird Financial Group, Inc. 0.01% Add +7.1% 58,798 $5.0M
Pacific Sun Financial Corp 2.83% Reduce -0.7% 55,813 $4.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.8% 53,864 $4.6M
Creative Planning 0.00% Add +40.6% 53,363 $4.6M
Portside Wealth Group, LLC 0.86% Add +91.3% 52,607 $4.5M
Diversified, LLC 0.52% Add +0.5% 51,879 $4.5M
Strategies Wealth Advisors, LLC 0.65% Reduce -1.4% 51,636 $4.4M
Blue Barn Wealth, LLC 2.45% Add +0.9% 51,200 $4.4M
Barrett & Company, Inc. 1.97% Reduce -2.3% 50,727 $4.4M
Integrity Wealth Solutions LLC 2.82% Add +5.8% 50,440 $4.3M
Interactive Financial Advisors, Inc. 2.39% Reduce -3.0% 50,423 $4.3M
Pinnacle Financial Partners Inc 0.09% No change 49,728 $4.3M
Waller Financial Planning Group, Inc. 1.15% Add +0.6% 49,959 $4.3M
JNBA Financial Advisors 0.45% Reduce -29.5% 49,157 $4.2M
Whitegate Investment Counselors, Inc. 1.18% Reduce -0.9% 48,504 $4.2M
WealthShield Partners, LLC 0.62% Add +3.9% 47,731 $4.1M
Councilor Wealth, LLC 2.10% Reduce -3.4% 47,376 $4.1M
Fragasso Financial Advisors Inc 0.33% Reduce -5.2% 46,948 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Add +0.3% 45,913 $3.9M
New England Capital Financial Advisors LLC 2.20% Add +0.9% 45,892 $3.9M
Moneco Advisors, LLC 0.58% Add +3.1% 45,866 $3.9M
Spire Wealth Management 0.14% Reduce -0.4% 45,064 $3.9M
Corient Private Wealth LP 0.01% Reduce -0.5% 43,182 $3.7M
Concourse Financial Group Securities, Inc. 0.23% Reduce -1.1% 42,209 $3.6M
Prestige Wealth Management Group LLC 0.78% Reduce -2.9% 42,063 $3.6M
Aptus Capital Advisors, LLC 0.07% Add +371.1% 42,015 $3.6M
MML Investors Services, LLC 0.01% Add +2.8% 40,051 $3.4M
Geneos Wealth Management Inc. 0.15% Add +3.0% 39,330 $3.4M
Probity Advisors, Inc. 0.70% Add +4.1% 39,084 $3.4M
Avantax Advisory Services, Inc. 0.02% Add +24.6% 37,192 $3.2M
Moneta Group Investment Advisors LLC 0.05% Reduce -6.8% 37,126 $3.2M
Cwm, LLC 0.01% Add +3.8% 36,872 $3.2M
M&T Bank Corp 0.01% Reduce -13.5% 36,142 $3.1M
Creative Financial Designs Inc. 0.27% Reduce -5.4% 35,787 $3.1M
Marathon Mission, Inc. 2.30% New 35,341 $3.0M
Pathstone Holdings, LLC 0.01% Reduce -10.3% 35,228 $3.0M
Integrated Wealth Concepts LLC 0.04% New 34,795 $3.0M
CarsonAllaria Wealth Management, Ltd. 1.82% Reduce -0.7% 34,632 $3.0M
Sugarloaf Wealth Management, LLC 0.53% Add +0.5% 34,320 $2.9M
Kingsview Wealth Management, LLC 0.07% Reduce -0.7% 34,057 $2.9M
Prosperity Consulting Group, LLC 0.37% Reduce -3.7% 31,538 $2.7M
Goldstone Financial Group, LLC 0.53% Add +23.7% 30,943 $2.7M
Harbour Investments, Inc. 0.09% Add +0.3% 30,355 $2.6M
Bristlecone Advisors, LLC 0.22% Add +7.8% 30,269 $2.6M
Brookstone Capital Management 0.04% Add +420.1% 27,815 $2.6M
Focus Financial Network, Inc. 0.11% Reduce -2.7% 27,752 $2.6M
Gibbs Wealth Management 1.00% Add +355.6% 28,906 $2.5M
D.A. Davidson & Co. 0.02% Add +15.8% 28,094 $2.4M
Haverford Trust Co 0.03% Reduce -95.8% 27,892 $2.4M
Quent Capital, LLC 0.26% Add +57.4% 27,533 $2.4M
Koss-Olinger Consulting, LLC 0.21% New 27,062 $2.3M
Mutual Advisors, LLC 0.07% Reduce -1.3% 24,891 $2.3M
JPMorgan Chase & Co. 0.00% Add +5.6% 25,939 $2.2M
Gladstone Institutional Advisory LLC 0.12% Reduce -4.8% 25,865 $2.2M
Cerro Pacific Wealth Advisors LLC 0.85% — 25,764 $2.2M
Burney Co./ 0.08% Add +2.5% 25,712 $2.2M
Strategic Advocates LLC 0.87% Reduce -29.3% 25,524 $2.2M
Chicago Partners Investment Group LLC 0.08% Add +3.9% 23,267 $2.2M
IHT Wealth Management, LLC 0.08% Add +5.4% 25,056 $2.2M
Royal Bank of Canada 0.00% Reduce -50.8% 25,058 $2.2M
Denver Wealth Management, Inc. 1.06% Reduce -62.1% 24,636 $2.1M
Sage Financial Group Inc. 0.18% Reduce -2.3% 24,467 $2.1M
Advisor OS, LLC 0.23% Reduce -6.2% 24,461 $2.1M
Mercer Global Advisors Inc. 0.01% Add +7.2% 24,172 $2.1M
Quantum Portfolio Management LLC 1.16% Add +0.0% 23,472 $2.0M
Confluence Wealth Services, Inc. 0.16% Add +49.0% 23,278 $2.0M
Keeler & Nadler Financial Planning & Wealth Management 1.08% Reduce -17.1% 22,816 $2.0M
Financial Network Wealth Advisors LLC 1.45% Add +51.6% 22,590 $1.9M
Oak Root LLC 0.25% Reduce -0.4% 21,891 $1.9M
Stillwater Capital Advisors, LLC 0.26% Reduce -1.2% 21,675 $1.9M
Focus Partners Wealth 0.01% Reduce -6.3% 21,587 $1.9M
American Financial & Tax Strategies Inc. 0.97% Add +3.5% 21,324 $1.8M
Freedom Investment Management, Inc. 0.15% Reduce -5.0% 21,067 $1.8M
Atria Wealth Solutions, Inc. 0.02% Reduce -1.0% 20,926 $1.8M
Cahill Financial Advisors Inc. 0.25% Reduce -6.6% 20,862 $1.8M
Larson Financial Group LLC 0.12% Add +0.3% 20,847 $1.8M
Visionary Wealth Advisors 0.12% Reduce -1.1% 20,699 $1.8M
Axiom Advisory, LLC 0.02% New 20,718 $1.8M
Capital Square, LLC 1.10% Reduce -1.0% 18,287 $1.7M
Corrigan Financial, Inc. 0.43% No change 19,201 $1.7M
Tobias Financial Advisors, Inc. 0.36% Reduce -2.6% 19,494 $1.7M
Barden Capital Management, Inc. 1.56% Add +0.1% 19,255 $1.7M
Diligent Investors, LLC 0.41% Reduce -3.3% 19,186 $1.6M
Ignite Planners, LLC 0.39% Add +8.9% 18,884 $1.6M
Atria Investments, Inc 0.02% Add +13.7% 18,680 $1.6M
Ameritas Advisory Services, LLC 0.06% Reduce -45.5% 18,622 $1.6M
Twelve Points Wealth Management LLC 0.56% Reduce -0.0% 18,489 $1.6M
Palisades Hudson Asset Management, L.P. 0.71% Add +0.2% 17,996 $1.5M
Indie Asset Partners, LLC 1.22% No change 17,917 $1.5M
World Investment Advisors 0.10% Add +2.2% 17,813 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -10.5% 17,787 $1.5M
Raymond James & Associates 0.00% Add +30.0% 17,620 $1.5M
Octavia Wealth Advisors, LLC 0.20% Reduce -7.1% 17,173 $1.5M
Snowden Capital Advisors LLC 0.04% Add +1.5% 16,948 $1.5M
Benjamin Edwards Inc. 0.28% Reduce -35.0% 16,903 $1.5M
TAGStone Capital, Inc. 0.81% Add +20.1% 16,681 $1.4M
Sanctuary Advisors, LLC 0.01% — 16,571 $1.4M
Financial Advocates Investment Management 0.09% Add +9.9% 16,215 $1.4M
Lane & Associates LLC 0.78% Reduce -9.4% 15,412 $1.3M
LTG Capital LLC 1.20% Add +0.1% 15,377 $1.3M
Courage Miller Partners, LLC 0.46% Add +0.1% 14,972 $1.3M
Connecticut Wealth Management, LLC 0.07% No change 14,762 $1.3M
Tritonpoint Wealth, LLC 0.12% Add +8.0% 14,594 $1.3M
Laidlaw Wealth Management LLC 0.68% Reduce -8.0% 14,425 $1.2M
Droms Strauss Advisors Inc. /Mo/ 0.45% Reduce -6.5% 14,386 $1.2M
Investors Research Corp 0.29% Reduce -0.2% 14,334 $1.2M
Total Wealth Planning, LLC 0.20% Reduce -1.4% 12,976 $1.2M
YHB Investment Advisors, Inc. 0.10% Reduce -5.0% 14,091 $1.2M
Girard Partners LTD. 0.11% Add +2.4% 13,451 $1.2M
IMC-Chicago, LLC 0.04% New 13,259 $1.1M
Diversify Advisory Services, LLC 0.06% Add +58.1% 13,102 $1.1M
One Capital Management, LLC 0.04% Add +5.5% 12,859 $1.1M
Partners in Financial Planning 0.24% Reduce -0.7% 12,778 $1.1M
Swmg, LLC 0.47% Reduce -2.1% 12,338 $1.1M
LexAurum Advisors, LLC 0.26% Add +9.3% 12,261 $1.1M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -16.7% 12,026 $1.0M
Global Retirement Partners, LLC 0.03% Add +23.8% 11,983 $1.0M
PSI Advisors, LLC 0.32% Add +3.5% 11,851 $1.0M
Centennial Wealth Advisory LLC 0.44% Add +9.5% 11,844 $1.0M
Diversify Wealth Management, LLC 0.13% — 11,732 $1.0M
Mosaic Family Wealth Partners, LLC 0.16% Reduce -1.6% 11,460 $984K
Stratos Wealth Advisors, LLC 0.05% Add +0.0% 11,269 $968K
CENTRAL TRUST Co 0.02% Reduce -13.2% 11,162 $958K
Great Valley Advisor Group, Inc. 0.03% Add +0.7% 11,091 $953K
Asset Dedication, LLC 0.06% Add +0.1% 10,791 $927K
Vance Wealth, LLC 0.38% Reduce -6.1% 10,669 $916K
Alliance Wealth Advisors, LLC 0.26% Add +164.8% 10,242 $879K
Kestra Advisory Services, LLC 0.00% Add +43.8% 9,877 $848K
OneDigital Investment Advisors LLC 0.01% Add +13.2% 9,684 $831K
Renaissance Technologies 0.00% Add +22.6% 9,600 $824K
Winthrop Capital Management, LLC 0.41% Add +4.1% 9,575 $822K
Trexquant Investment LP 0.01% New 9,551 $820K
Keystone Wealth Services, LLC 0.25% Reduce -0.8% 9,538 $819K
Occidental Asset Management, LLC 0.14% Reduce -4.3% 9,492 $815K
Motive Wealth Advisors 0.48% Add +1.1% 9,370 $805K
United Capital Financial Advisors, LLC 0.01% Reduce -1.1% 9,227 $792K
MidAtlantic Capital Management, Inc. 0.66% Reduce -1.5% 9,180 $788K
FMR LLC 0.00% Add +11.7% 8,903 $764K
J.W. Cole Advisors, Inc. 0.04% Reduce -1.0% 8,901 $764K
Moloney Securities Asset Management, LLC 0.11% Add +1.1% 8,836 $759K
Orion Porfolio Solutions, LLC 0.01% New 8,746 $751K
Orion Portfolio Solutions, LLC 0.01% New 8,746 $751K
Cary Street Partners Investment Advisory LLC 0.03% Add +26.7% 8,738 $750K
Topel & Distasi Wealth Management, LLC 0.32% No change 8,603 $739K
&partners 0.03% New 8,431 $724K
Wrapmanager Inc. 0.20% Reduce -4.7% 8,395 $721K
CW Advisors, LLC 0.01% Reduce -2.7% 8,372 $719K
Foster Victor Wealth Advisors, LLC 0.06% Reduce -4.7% 7,494 $704K
Norden Group LLC 0.14% Add +29.2% 8,141 $699K
Inspirion Wealth Advisors, LLC 0.11% Reduce -2.1% 8,080 $694K
Stevens Capital Partners 0.35% Reduce -2.0% 7,981 $685K
Atlas Brown,Inc. 0.24% Reduce -16.2% 7,919 $680K
Florida Financial Advisors, LLC 0.40% New 7,690 $660K
Connors Investor Services Inc. 0.07% No change 7,661 $658K
Wallace Advisory Group, LLC 0.47% Add +37.0% 7,605 $653K
Good Life Advisors, LLC 0.05% Reduce -4.7% 7,478 $642K
Avestar Capital, LLC 0.07% New 7,396 $635K
Eagle Strategies LLC 0.12% Add +141.7% 7,344 $631K
Fiduciary Alliance LLC 0.10% Reduce -12.8% 7,290 $626K
Vawter Financial, Ltd. 0.42% Reduce -2.3% 7,202 $618K
Citadel Advisors 0.00% Reduce -83.9% 7,158 $615K
Sigma Planning Corp 0.02% Reduce -12.8% 6,978 $599K
US Bancorp \de 0.00% Reduce -2.8% 6,959 $598K
Comerica Bank 0.00% Reduce -7.0% 6,896 $592K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -1.2% 6,762 $581K
Comprehensive Financial Consultants Institutional, Inc. 0.22% Add +4.8% 6,614 $568K
Summit Financial, LLC 0.03% No change 6,382 $548K
Level Four Advisory Services, LLC 0.02% Reduce -91.8% 6,359 $546K
Diversified Investment Strategies, LLC 0.38% Add +5.4% 6,359 $546K
TFB Advisors LLC 0.18% Reduce -4.2% 6,346 $545K
Smart Portfolios, LLC 0.54% Add +26.9% 6,275 $539K
Avior Wealth Management, LLC 0.02% Reduce -13.4% 6,149 $528K
Western Wealth Management, LLC 0.04% Reduce -0.1% 6,062 $520K
Callan Capital, LLC 0.04% New 6,057 $520K
Baker Tilly Wealth Management, LLC 0.21% Add +31.0% 6,046 $519K
WealthPLAN Partners, LLC 0.06% Add +45.5% 5,971 $513K
Salomon & Ludwin, LLC 0.06% Add +5.7% 5,966 $512K
Parkside Financial Bank & Trust 0.08% Reduce -2.5% 5,964 $512K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.8% 5,911 $507K
Beacon Pointe Advisors, LLC 0.01% Reduce -15.5% 5,896 $506K
Integrated Advisors Network LLC 0.03% Reduce -18.2% 5,749 $494K
First City Capital Management, Inc. 0.27% Reduce -9.2% 5,696 $489K
D. E. Shaw & Co. 0.00% Reduce -81.0% 5,644 $485K
Tiller Private Wealth, Inc. 0.21% Add +2.0% 5,635 $484K
Towerpoint Wealth, LLC 0.24% Reduce -1.4% 5,624 $483K
Financial Counselors Inc. 0.01% Add +11.5% 5,382 $462K
Fingerlakes Wealth Management, Inc. 0.41% Add +0.3% 5,372 $461K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -7.2% 5,294 $455K
Commonwealth Financial Services, LLC 0.09% No change 5,180 $444K
Wrenne Financial Planning LLC 0.30% Add +23.0% 5,148 $442K
Sandy Cove Advisors, LLC 0.19% Reduce -1.7% 5,095 $437K
Bison Wealth, LLC 0.07% No change 5,008 $437K
Everhart Financial Group, Inc. 0.11% Reduce -0.2% 5,083 $436K
Carmichael Hill & Associates, Inc. 0.18% No change 5,069 $435K
Laraway Financial Advisors Inc 0.37% No change 5,035 $432K
Walled Lake Planning & Wealth Management, LLC 0.18% Add +25.2% 5,030 $432K
Essex Financial Services, Inc. 0.03% Add +7.2% 4,897 $430K
Solutions 4 Wealth, Ltd 0.97% Add +104.8% 4,989 $428K
Trilogy Capital Inc. 0.02% Add +2.2% 4,985 $428K
Measured Wealth Private Client Group, LLC 0.15% Reduce -8.8% 4,982 $428K
Texas Yale Capital Corp. 0.02% No change 4,956 $426K
Lowery Thomas, LLC 0.30% Reduce -8.7% 4,851 $416K
Private Trust Co. NA 0.04% Reduce -7.7% 4,850 $416K
Prudential PLC 0.00% Reduce -41.6% 4,780 $410K
Waldron Private Wealth LLC 0.02% No change 4,745 $407K
Principal Securities, Inc. 0.01% Add +1.0% 4,734 $406K
Falcon Wealth Planning 0.05% Reduce -2.1% 4,609 $396K
Cerity Partners LLC 0.00% Reduce -3.0% 4,599 $395K
Fairscale Capital, LLC 0.35% — 4,145 $389K
Verdence Capital Advisors LLC 0.03% Reduce -41.0% 4,365 $375K
Crescent Sterling, Ltd. 0.36% No change 4,351 $374K
Thoroughbred Financial Services, LLC 0.02% New 4,252 $365K
Valley Forge Investment Consultants Inc. Adv 0.14% Add +0.0% 4,229 $363K
Second Line Capital, LLC 0.11% Reduce -23.1% 4,191 $360K
Strategic Blueprint, LLC 0.02% Add +0.3% 4,114 $353K
Wambolt & Associates, LLC 0.10% Reduce -10.4% 4,097 $349K
Urban Financial Advisory Corp 0.21% Reduce -1.8% 4,064 $349K
Allegiance Financial Group Advisory Services LLC 0.13% Add +0.3% 4,055 $348K
Hyperion Partners, LLC 0.25% Add +1.3% 4,008 $344K
Northern Trust Corp. 0.00% Add +11.3% 3,997 $343K
Clearstead Advisors, LLC 0.01% New 3,939 $338K
Jane Street Group, LLC 0.00% Reduce -70.3% 3,881 $333K
Sensible Money, LLC 0.16% Reduce -0.6% 3,876 $333K
Steele Capital Management, Inc. 0.02% No change 3,749 $322K
Ackerman Capital Advisors, LLC 0.08% Add +6.6% 3,687 $317K
AdvisorNet Financial, Inc 0.03% Reduce -1.8% 3,676 $316K
M3 Advisory Group, LLC 0.26% Add +1.8% 3,659 $314K
Horizon Investment Services, LLC 0.15% Add +4.2% 3,653 $314K
Clear Creek Financial Management, LLC 0.04% Add +2.4% 3,637 $312K
Destiny Capital Corp 0.21% No change 3,589 $308K
Meridian Financial Advisors, LLC 0.22% Add +23.7% 3,584 $308K
Bank of Montreal 0.00% No change 3,533 $307K
Navalign, LLC 0.10% Reduce -24.7% 3,569 $306K
Main Street Financial Solutions, LLC 0.03% New 3,494 $300K
Legacy Trust 0.07% No change 3,450 $296K
Independent Advisor Alliance 0.01% Add +9.5% 3,427 $294K
First Heartland Consultants, Inc. 0.03% Reduce -4.8% 4,508 $287K
LBMC Investment Advisors, LLC 0.02% Add +0.2% 3,274 $281K
Brown Advisory Inc. 0.00% No change 3,262 $280K
Asset Management Group, Inc. 0.04% Add +0.3% 3,209 $276K
BCGM Wealth Management, LLC 0.09% Add +0.3% 3,131 $269K
HF Advisory Group, LLC 0.14% Add +4.4% 3,119 $268K
Centerpoint Advisors, LLC 0.10% Reduce -8.9% 3,078 $264K
Janney Montgomery Scott LLC 0.00% Add +3.0% 3,061 $263K
Jentner Corp 0.09% Reduce -1.3% 3,046 $262K
Founders Financial Securities LLC 0.02% Add +31.3% 3,030 $260K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -21.7% 3,003 $258K
Gradient Investments LLC 0.01% Add +1675.2% 3,000 $258K
Realta Investment Advisors 0.05% Add +0.1% 2,978 $256K
Waverly Advisors, LLC 0.00% No change 2,919 $251K
NewEdge Advisors, LLC 0.00% Add +592.3% 2,894 $248K
Blair William & Co. 0.00% Add +20.4% 2,855 $245K
Orin Green Financial, LLC 0.11% New 2,826 $243K
Aviso Wealth Management 0.14% Reduce -16.8% 2,809 $241K
Meridian Wealth Management, LLC 0.03% New 2,769 $238K
Cresset Asset Management, LLC 0.00% New 2,767 $238K
9258 Wealth Management, LLC 0.04% No change 2,763 $237K
Horizon Investments, LLC 0.01% Add +35.5% 2,757 $237K
Jackson, Grant Investment Advisers, Inc. 0.09% Reduce -0.5% 2,711 $233K
OneAscent Financial Services LLC 0.03% Reduce -0.0% 2,679 $230K
PCA Investment Advisory Services Inc. 0.12% Reduce -5.9% 2,628 $226K
Fiduciary Family Office, LLC 0.09% No change 2,608 $224K
Allworth Financial LP 0.00% Add +3.8% 2,458 $224K
SOA Wealth Advisors, LLC. 0.04% Add +0.2% 2,602 $223K
American Money Management, LLC 0.05% No change 2,581 $222K
Burns Matteson Capital Management, LLC 0.14% No change 2,544 $218K
Consolidated Portfolio Review Corp 0.05% New 2,477 $213K
Bill Few Associates, Inc. 0.08% New 2,453 $211K
Signaturefd, LLC 0.00% Reduce -15.0% 2,435 $209K
Harvest Investment Services, LLC 0.08% Reduce -0.0% 2,413 $207K
Foundations Investment Advisors, LLC 0.01% Reduce -4.2% 2,410 $207K
EP Wealth Advisors, LLC 0.00% Reduce -1.5% 2,304 $198K
CoreCap Advisors, LLC 0.02% Add +18.4% 2,059 $177K
Capital Investment Advisory Services, LLC 0.02% Add +51.8% 2,058 $177K
HBC Financial Services, PLLC 0.11% No change 1,840 $171K
First Command Advisory Services, Inc. 0.00% No change 1,810 $155K
Private Ocean, LLC 0.01% Add +0.3% 1,713 $147K
Integrity Financial Corp 0.09% Reduce -1.5% 1,692 $145K
Glenmede Trust Co. NA 0.00% No change 1,658 $142K
Householder Group Estate & Retirement Specialist, LLC 0.04% No change 1,538 $132K
Glass Jacobson Investment Advisors llc 0.04% Add +41.0% 1,410 $121K
Glassman Wealth Services 0.02% New 1,370 $118K
Bogart Wealth, LLC 0.01% No change 1,332 $114K
Farther Finance Advisors, LLC 0.01% Add +31.7% 1,320 $113K
Ashton Thomas Private Wealth, LLC 0.01% New 1,217 $104K
Coppell Advisory Solutions LLC 0.02% — 1,195 $103K
Ballast Advisors LLC 0.03% Add +0.1% 1,129 $97K
Hollencrest Capital Management 0.00% No change 1,080 $93K
FinTrust Capital Advisors, LLC 0.02% Reduce -14.3% 988 $85K
Financial Perspectives, Inc 0.03% No change 961 $83K
PNC Financial Services Group, Inc. 0.00% Reduce -63.4% 946 $81K
Capital Analysts, LLC 0.00% Reduce -36.8% 934 $80K
Lanark Financial, Inc. 0.01% No change 910 $78K
Tucker Asset Management LLC 0.02% Add +60.2% 830 $71K
Family Firm, Inc. 0.02% New 789 $68K
DHJJ Financial Advisors, Ltd. 0.03% No change 728 $63K
Gen-Wealth Partners Inc 0.03% Add +2.3% 633 $54K
Iron Horse Wealth Management, LLC 0.02% No change 584 $50K
M&R Capital Management Inc. 0.01% Add +0.4% 553 $47K
JFS Wealth Advisors, LLC 0.00% Add +34.1% 527 $45K
Robinswood Financial LLC 0.02% New 505 $43K
Plante Moran Financial Advisors, LLC 0.00% Add +47.0% 482 $41K
Baldwin Wealth Partners LLC 0.00% No change 470 $40K
Princeton Global Asset Management LLC 0.01% Add +0.2% 467 $40K
Beacon Capital Management, LLC 0.01% No change 450 $39K
HM Payson & Co. 0.00% No change 440 $38K
Tradewinds Capital Management, LLC 0.01% Reduce -99.9% 393 $34K
Tsfg, LLC 0.01% No change 368 $32K
Deutsche Bank AG 0.00% New 372 $32K
O'shaughnessy Asset Management, LLC 0.00% No change 365 $31K
Franklin Resources Inc. 0.00% No change 350 $30K
UMB Bank, n.a. 0.00% No change 343 $29K
Financial Gravity Asset Management, Inc. 0.01% Reduce -21.4% 330 $28K
Park Place Capital Corp 0.01% Add +0.3% 322 $28K
Global Financial Private Client, LLC 0.01% No change 308 $26K
Lindbrook Capital, LLC 0.00% No change 300 $26K
GPS Wealth Strategies Group, LLC 0.00% Add +8.2% 278 $24K
Pension & Wealth Management Advisors, Inc. 0.01% No change 270 $23K
Triad Wealth Partners, LLC 0.01% New 255 $22K
Founders Capital Management 0.01% Add +0.4% 253 $22K
Brown Brothers Harriman & Co. 0.00% Reduce -60.6% 250 $21K
Balefire, LLC 0.01% Add +796.1% 233 $20K
Tidemark, LLC 0.01% New 230 $20K
Pineridge Advisors LLC 0.01% No change 226 $19K
Laurel Wealth Advisors LLC 0.00% No change 223 $19K
Lowe Wealth Advisors, LLC 0.01% No change 214 $18K
Blue Trust, Inc. 0.00% No change 203 $18K
Westside Investment Management, Inc. 0.00% No change 205 $18K
Tompkins Financial Corp. 0.00% No change 200 $17K
Arax Advisory Partners 0.00% No change 185 $16K
TD Capital Management LLC 0.00% No change 182 $16K
Clear Point Advisors Inc. 0.01% No change 156 $13K
IFP Advisors, Inc 0.00% Add +3.4% 153 $13K
Crewe Advisors LLC 0.00% Reduce -12.9% 142 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 118 $10K
Bessemer Group Inc. 0.00% New 118 $10K
Strategic Financial Concepts, LLC 0.01% Add +9248.4% 377,675 $9K
Redwood Wealth Management Group, LLC 0.01% New 103 $9K
McIlrath & Eck, LLC 0.00% No change 100 $9K
IAG Wealth Partners, LLC 0.00% No change 99 $9K
Phillips Financial Management, LLC 0.00% No change 96 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 93 $8K
Christopher J. Hasenberg, Inc 0.00% Reduce -25.4% 91 $8K
Paladin Advisory Group, LLC 0.01% Reduce -9.4% 87 $7K
Tower Research Capital LLC (TRC) 0.00% No change 82 $7K
Aspire Private Capital, LLC 0.00% No change 76 $7K
Adirondack Trust Co. 0.00% No change 75 $6K
Flputnam Investment Management Co. 0.00% New 71 $6K
Scarborough Advisors, LLC 0.00% No change 69 $6K
Carolinas Wealth Consulting LLC 0.00% No change 65 $6K
Kozak & Associates, Inc. 0.00% No change 64 $6K
Castleview Partners, LLC 0.00% Add +129.2% 55 $5K
Hazlett, Burt & Watson, Inc. 0.00% Add +2.0% 51 $4K
JDM Financial Group LLC 0.00% No change 45 $4K
CIBC Private Wealth Group LLC 0.00% No change 45 $4K
International Assets Investment Management, LLC 0.00% New 36 $3K
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
Russell Investments Group, Ltd. 0.00% No change 25 $2K
Rosenberg Matthew Hamilton 0.00% No change 25 $2K
Orion Capital Management LLC 0.00% No change 24 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 19 $2K
Planning Capital Management Corp 0.00% Add +5.6% 19 $2K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Hobbs Group Advisors, LLC 0.00% — 9 $773
Macroview Investment Management LLC 0.00% No change 8 $707

"% 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.