SS SPDR S&P 600 SC GR ETFSLYGETF

13F holders, Q4 2024 (December 31)
477holders +13
26new positions
33sold out
1famous investor
$90.41avg. 13F price*

At the end of Q4 2024, 477 institutions reported holding SS SPDR S&P 600 SC GR ETF (SLYG) in their 13F filings, up 13 from Q3 2024. 26 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($204.9M), Citigroup Inc. ($192.5M) and Bank of America Corp. ($153.9M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P 600 SC GR ETF
Filed as
SPDR SER TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions26$8.4M
Exits33$17.9M

All 13F filers, Q3 2024 → Q4 2024: 2,065,155 shares bought and 1,246,929 shares sold, net +818,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 477 holders

LPL Financial LLC 0.08% Reduce -2.3% 2,267,691 $204.9M
Citigroup Inc. 0.19% Add +31.6% 2,131,076 $192.5M
Bank of America Corp. 0.01% Add +1.4% 1,703,153 $153.9M
Financial Engines Advisors L.L.C. 0.24% Reduce -2.8% 1,288,717 $116.4M
Ameriprise Financial Inc. 0.02% Reduce -6.6% 991,445 $89.6M
Townsquare Capital LLC 0.99% Reduce -19.5% 968,521 $87.5M
Morgan Stanley 0.00% Add +50.0% 631,944 $57.1M
NorthRock Partners, LLC 1.86% Add +1.4% 630,468 $57.0M
Stifel Financial Corp. 0.05% Add +5.0% 497,618 $45.0M
Diversified Enterprises, LLC 3.68% Add +686.1% 425,578 $38.5M
Benjamin Edwards Inc. 0.52% Add +5.5% 403,389 $36.4M
Wells Fargo & Company 0.01% Add +10.5% 399,575 $36.1M
Rodgers & Associates, LTD 4.16% Reduce -1.5% 386,265 $34.9M
Avantax Planning Partners, Inc. 1.22% Add +5.0% 375,669 $33.9M
Osaic Holdings, Inc. 0.07% Add +39.3% 367,506 $33.2M
Savant Capital, LLC 0.23% Reduce -1.8% 326,063 $29.5M
Commonwealth Equity Services, LLC 0.04% Add +3.0% 293,044 $26.5M
FAS Wealth Partners, Inc. 2.21% Reduce -3.7% 291,611 $26.3M
UBS Group AG 0.01% Add +10.7% 287,122 $25.9M
Equitable Holdings, Inc. 0.24% Add +11.2% 276,821 $25.0M
Krilogy Financial LLC 1.53% Add +0.5% 254,230 $23.0M
GHP Investment Advisors, Inc. 0.99% Add +1.6% 235,513 $21.3M
Cetera Investment Advisers 0.04% Add +1.4% 234,467 $21.2M
Roberts Financial Services LLC 3.90% Add +0.8% 228,517 $20.6M
Convergence Financial, LLC 4.11% Add +7.3% 228,251 $20.6M
Aire Advisors, LLC 4.11% Add +1.9% 221,137 $20.0M
KWB Wealth 2.38% Reduce -3.5% 206,068 $19.2M
Confluence Investment Management LLC 0.26% Add +3.5% 206,430 $18.7M
Private Advisor Group, LLC 0.10% Add +2.1% 203,043 $18.3M
Raymond James Financial Inc. 0.01% — 202,971 $18.3M
Assetmark, Inc. 0.05% Add +4.3% 199,304 $18.0M
Mariner, LLC 0.03% Reduce -6.0% 185,088 $16.7M
First National Trust Co 0.59% Add +0.5% 175,216 $15.8M
Klingman & Associates, LLC 0.99% Reduce -1.2% 172,848 $15.6M
Tiaa Trust, National Association 0.05% Add +5.8% 165,131 $14.9M
Envestnet Asset Management Inc. 0.00% Add +10.2% 158,746 $14.3M
Shakespeare Wealth Management, LLC 3.69% Reduce -1.9% 151,641 $13.7M
Grey Fox Wealth Advisors, LLC 3.51% Add +3.2% 141,781 $12.8M
WCG Wealth Advisors LLC 0.83% Add +0.8% 138,837 $12.5M
Csenge Advisory Group 0.67% Reduce -9.3% 135,644 $12.3M
Truist Financial Corp. 0.02% Add +12.1% 133,602 $12.1M
Optimist Retirement Group LLC 5.56% Add +3.5% 130,041 $11.7M
Mercer Global Advisors Inc. 0.03% Add +436.4% 120,231 $10.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +17.4% 118,725 $10.7M
Mather Group, Llc. 0.14% Reduce -1.6% 117,607 $10.6M
HighTower Advisors, LLC 0.01% Reduce -3.4% 115,624 $10.4M
UNIVEST FINANCIAL Corp 0.65% Add +14.6% 113,407 $10.2M
Jones Financial Companies LLLP 0.01% Add +30.2% 110,271 $10.0M
Forbes Financial Planning, Inc. 4.63% Reduce -0.1% 105,810 $9.6M
Rainey & Randall Wealth Advisors Inc. 1.88% Add +2.5% 105,055 $9.5M
Balanced Wealth Group LLC 4.23% Add +7.1% 101,790 $9.4M
Financial Consulate, Inc. 2.50% Add +3.5% 104,190 $9.4M
Systelligence, LLC 2.31% Add +31.7% 103,811 $9.4M
Kades & Cheifetz LLC 4.61% Reduce -1.3% 99,730 $9.0M
Wealthcare Advisory Partners LLC 0.24% Add +1.3% 95,096 $8.6M
O'Dell Group, LLC 1.86% Add +2.4% 91,019 $8.2M
MAI Capital Management 0.06% Add +6.0% 88,410 $8.0M
Key Financial Inc 1.79% Add +1.1% 87,045 $7.9M
BIP Wealth, LLC 0.52% Add +9.2% 86,193 $7.8M
Tradition Wealth Management, LLC 0.68% Add +5.8% 85,104 $7.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.1% 79,380 $7.2M
ERn Financial, LLC 1.00% Reduce -3.8% 73,776 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.2% 72,629 $6.6M
Integrity Wealth Solutions LLC 3.58% Add +2.5% 70,670 $6.4M
HRC Wealth Management, LLC 3.76% Add +11.5% 70,129 $6.3M
Marietta Wealth Management, LLC 0.89% Add +1.8% 68,664 $6.2M
Financial Strategies Group, Inc. 1.48% Reduce -0.4% 69,357 $6.2M
Baird Financial Group, Inc. 0.01% Reduce -1.1% 68,463 $6.2M
Signet Financial Management, LLC 0.77% Reduce -3.5% 66,590 $6.0M
Financial Security Advisor, Inc. 1.50% Reduce -1.3% 65,544 $5.9M
Avantax Advisory Services, Inc. 0.04% Add +43.2% 65,402 $5.9M
Signature Estate & Investment Advisors LLC 0.14% Add +0.6% 60,696 $5.5M
Steward Partners Investment Advisory, LLC 0.05% Reduce -3.0% 57,626 $5.2M
Focus Partners Advisor Solutions, LLC 0.09% Add +291.2% 55,746 $5.0M
Pacific Sun Financial Corp 2.72% Reduce -0.1% 55,294 $5.0M
Blue Barn Wealth, LLC 2.63% Add +4.7% 55,143 $5.0M
Waller Financial Planning Group, Inc. 1.24% Add +3.3% 54,342 $4.9M
McAdam, LLC 0.27% Reduce -6.9% 54,265 $4.9M
Aptus Capital Advisors, LLC 0.06% Add +5.3% 54,254 $4.9M
Creative Planning 0.00% Add +2.8% 53,376 $4.8M
WealthShield Partners, LLC 0.68% Add +4.2% 53,126 $4.8M
Cwm, LLC 0.02% Add +2.1% 52,883 $4.8M
Interactive Financial Advisors, Inc. 2.45% Add +1.9% 51,659 $4.7M
Kingsview Wealth Management, LLC 0.09% Add +2.9% 51,508 $4.7M
Barrett & Company, Inc. 1.96% Add +0.2% 51,374 $4.6M
Pinnacle Financial Partners Inc 0.09% No change 49,798 $4.6M
Graney & King, LLC 3.46% — 50,759 $4.6M
Strategies Wealth Advisors, LLC 0.56% Reduce -6.9% 48,248 $4.5M
Perennial Investment Advisors, LLC 0.53% Reduce -47.4% 49,851 $4.5M
Goldstone Financial Group, LLC 0.70% Add +37.8% 49,607 $4.5M
Portside Wealth Group, LLC 0.73% Reduce -16.2% 49,092 $4.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.3% 48,634 $4.4M
New England Capital Financial Advisors LLC 2.13% Add +3.6% 48,406 $4.4M
Integrated Wealth Concepts LLC 0.05% Add +7.7% 47,803 $4.3M
Goldman Sachs Group Inc. 0.00% Add +2.2% 47,159 $4.3M
Gibbs Wealth Management 1.07% Add +0.9% 43,656 $3.9M
Dakota Wealth Management 0.09% Reduce -10.5% 43,294 $3.9M
Leslie Global Wealth, LLC 1.80% Reduce -43.2% 42,921 $3.9M
Spire Wealth Management 0.12% Reduce -5.5% 42,746 $3.9M
Councilor Wealth, LLC 1.80% Reduce -2.2% 41,773 $3.8M

"% 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.

Show all 477 holders