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
Geneos Wealth Management Inc. 0.13% Add +2.3% 41,268 $3.7M
Fragasso Financial Advisors Inc 0.28% Reduce -4.1% 41,005 $3.7M
Prestige Wealth Management Group LLC 0.77% Reduce -0.9% 40,965 $3.7M
Brady Martz Wealth Solutions, LLC 0.89% — 40,485 $3.7M
Cerro Pacific Wealth Advisors LLC 1.22% Add +50.6% 39,492 $3.7M
MML Investors Services, LLC 0.01% Add +0.4% 39,714 $3.6M
Probity Advisors, Inc. 0.67% Reduce -4.0% 38,772 $3.5M
Moneco Advisors, LLC 0.36% Reduce -10.1% 38,005 $3.4M
Concourse Financial Group Securities, Inc. 0.19% Reduce -17.0% 36,349 $3.4M
Marathon Mission, Inc. 2.26% Add +3.7% 36,784 $3.3M
D.A. Davidson & Co. 0.03% Add +1.3% 36,099 $3.3M
Pathstone Holdings, LLC 0.01% Add +1.2% 35,597 $3.2M
JNBA Financial Advisors 0.32% Reduce -1.8% 34,806 $3.1M
Bristlecone Advisors, LLC 0.24% Add +7.4% 34,186 $3.1M
Royal Bank of Canada 0.00% Reduce -44.7% 34,052 $3.1M
CarsonAllaria Wealth Management, Ltd. 1.75% Add +0.7% 33,838 $3.1M
Sugarloaf Wealth Management, LLC 0.58% Add +1.7% 33,687 $3.0M
Merit Financial Group, LLC 0.05% Reduce -2.2% 33,018 $3.0M
Moneta Group Investment Advisors LLC 0.04% Reduce -5.0% 31,239 $2.8M
Prosperity Consulting Group, LLC 0.21% Reduce -1.6% 30,602 $2.8M
Harbour Investments, Inc. 0.08% Add +0.8% 29,932 $2.7M
Kingswood Wealth Advisors, LLC 0.20% New 29,441 $2.7M
Focus Financial Network, Inc. 0.10% Add +1.5% 28,416 $2.6M
M&T Bank Corp 0.01% Reduce -15.1% 28,178 $2.5M
Wealth Watch Advisors, INC 1.53% — 27,157 $2.5M
Whitegate Investment Counselors, Inc. 0.83% Reduce -44.6% 26,898 $2.4M
Mutual Advisors, LLC 0.07% Add +1.9% 25,413 $2.4M
Koss-Olinger Consulting, LLC 0.21% Reduce -1.1% 25,905 $2.3M
Chicago Partners Investment Group LLC 0.08% Add +4.6% 25,322 $2.3M
Independent Advisor Alliance 0.03% Add +621.3% 25,432 $2.3M
Sage Financial Group Inc. 0.18% Add +1.3% 25,204 $2.3M
Oak Root LLC 0.29% Add +15.9% 24,965 $2.3M
IHT Wealth Management, LLC 0.07% Add +0.1% 24,659 $2.2M
Advisor OS, LLC 0.25% Reduce -0.3% 24,225 $2.2M
Gladstone Institutional Advisory LLC 0.10% Reduce -6.0% 24,037 $2.2M
Ignite Planners, LLC 0.48% Add +4.4% 23,630 $2.2M
JPMorgan Chase & Co. 0.00% Reduce -8.7% 23,986 $2.2M
Quantum Portfolio Management LLC 1.16% Add +36.8% 23,896 $2.2M
Capital Square, LLC 1.22% Add +14.3% 22,892 $2.2M
Focus Partners Wealth 0.01% Add +0.7% 23,550 $2.1M
Susquehanna International Group, LLP 0.00% Reduce -41.2% 23,492 $2.1M
Midwest Financial Group LLC 1.20% New 23,132 $2.1M
Denver Wealth Management, Inc. 0.93% Reduce -2.3% 22,952 $2.1M
Stillwater Capital Advisors, LLC 0.24% Reduce -0.3% 21,865 $2.0M
Financial Advocates Investment Management 0.11% Add +23.3% 21,786 $2.0M
American Financial & Tax Strategies Inc. 1.02% Add +0.3% 21,719 $2.0M
Redwood Investment Management, LLC 0.19% Reduce -88.2% 21,513 $1.9M
Larson Financial Group LLC 0.10% Reduce -1.4% 21,368 $1.9M
Barden Capital Management, Inc. 1.61% Add +5.0% 20,774 $1.9M
Nwam LLC 0.12% Reduce -2.8% 20,652 $1.9M
Burney Co./ 0.07% Reduce -17.8% 20,428 $1.8M
Copia Wealth Management 1.70% — 19,735 $1.8M
Diligent Investors, LLC 0.41% Add +1.8% 19,620 $1.8M
Creative Financial Designs Inc. 0.14% Reduce -34.5% 19,559 $1.8M
Freedom Investment Management, Inc. 0.14% Reduce -0.6% 19,207 $1.7M
Tobias Financial Advisors, Inc. 0.35% Reduce -1.7% 19,107 $1.7M
Financial Advisors Network, Inc. 0.29% — 19,091 $1.7M
TAGStone Capital, Inc. 0.84% Add +7.9% 18,833 $1.7M
Visionary Wealth Advisors 0.10% Add +3.3% 18,730 $1.7M
Corrigan Financial, Inc. 0.39% Reduce -0.9% 18,665 $1.7M
Haverford Trust Co 0.02% Reduce -3.9% 18,412 $1.7M
Twelve Points Wealth Management LLC 0.47% Reduce -1.0% 18,257 $1.6M
Palisades Hudson Asset Management, L.P. 0.67% Reduce -1.5% 17,686 $1.6M
Quent Capital, LLC 0.16% Reduce -43.4% 17,130 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -5.2% 17,078 $1.5M
Indie Asset Partners, LLC 1.20% Reduce -1.1% 16,919 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -21.2% 16,661 $1.5M
Mosaic Family Wealth Partners, LLC 0.21% Add +22.1% 16,225 $1.5M
LTG Capital LLC 1.18% Add +0.3% 15,576 $1.4M
World Investment Advisors 0.04% Reduce -2.0% 14,974 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -13.4% 14,744 $1.3M
Keeler & Nadler Financial Planning & Wealth Management 0.62% Reduce -21.0% 14,661 $1.3M
Octavia Wealth Advisors, LLC 0.16% Reduce -5.2% 14,635 $1.3M
Lane & Associates LLC 0.68% Reduce -5.3% 14,066 $1.3M
Courage Miller Partners, LLC 0.45% Reduce -0.5% 14,554 $1.3M
&partners 0.02% Add +7.9% 14,028 $1.3M
Total Wealth Planning, LLC 0.20% Add +11.6% 14,194 $1.3M
Investors Research Corp 0.28% Reduce -1.2% 14,158 $1.3M
Occidental Asset Management, LLC 0.20% Add +44.6% 14,157 $1.3M
Global Retirement Partners, LLC 0.04% Add +12.2% 14,127 $1.3M
Ameritas Advisory Services, LLC 0.04% Reduce -5.3% 14,091 $1.3M
Leigh Baldwin & Co., LLC 1.06% — 14,141 $1.3M
Droms Strauss Advisors Inc. /Mo/ 0.41% Add +0.6% 13,879 $1.3M
Friday Financial 0.86% — 13,794 $1.2M
Captrust Financial Advisors 0.00% Reduce -9.7% 13,493 $1.2M
Tritonpoint Wealth, LLC 0.11% Reduce -8.6% 13,333 $1.2M
Great Valley Advisor Group, Inc. 0.03% Add +3.0% 13,293 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +28.3% 13,243 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +28.3% 13,243 $1.2M
LexAurum Advisors, LLC 0.24% Add +12.8% 13,234 $1.2M
Brookstone Capital Management 0.02% Add +35.7% 13,228 $1.2M
Arete Wealth Advisors, LLC 0.08% Add +0.8% 12,805 $1.2M
One Capital Management, LLC 0.04% Reduce -0.1% 12,772 $1.2M
Ieq Capital, LLC 0.01% Add +103.5% 12,546 $1.1M
J.W. Cole Advisors, Inc. 0.05% Add +7.8% 12,541 $1.1M
Florida Financial Advisors, LLC 0.49% Add +30.7% 12,244 $1.1M
YHB Investment Advisors, Inc. 0.09% Add +0.4% 12,236 $1.1M
Confluence Wealth Services, Inc. 0.07% Reduce -22.4% 11,457 $1.1M
Dynamic Financial Group 1.09% — 11,868 $1.1M
Parkside Financial Bank & Trust 0.14% Add +101.0% 11,720 $1.1M
Strategic Advocates LLC 0.36% Reduce -34.7% 11,643 $1.1M
Good Life Advisors, LLC 0.07% Reduce -0.2% 11,243 $1.0M
Connors Investor Services Inc. 0.09% Add +42.5% 10,921 $987K
Partners in Financial Planning 0.20% Reduce -9.1% 10,890 $984K
Inman Jager Wealth Management, LLC 0.76% — 10,840 $979K
Motive Wealth Advisors 0.51% Add +11.6% 10,461 $945K
FMR LLC 0.00% Reduce -7.3% 10,276 $928K
Keystone Wealth Services, LLC 0.24% Add +7.0% 10,201 $922K
Comprehensive Financial Consultants Institutional, Inc. 0.33% Add +51.0% 9,984 $902K
Vance Wealth, LLC 0.35% Reduce -4.2% 9,924 $897K
PSI Advisors, LLC 0.26% Reduce -8.6% 9,777 $883K
Sanctuary Advisors, LLC 0.01% Add +0.6% 9,324 $883K
Inspirion Wealth Advisors, LLC 0.12% Add +21.9% 9,644 $878K
Financial Network Wealth Advisors LLC 1.57% Reduce -59.0% 9,355 $845K
MidAtlantic Capital Management, Inc. 0.61% No change 9,262 $837K
Sigma Planning Corp 0.03% Add +29.7% 9,221 $833K
United Capital Financial Advisors, LLC 0.01% Reduce -0.4% 9,184 $830K
Alliance Wealth Advisors, LLC 0.21% Reduce -16.7% 9,034 $816K
Moloney Securities Asset Management, LLC 0.11% Add +9.0% 8,950 $809K
Kestra Advisory Services, LLC 0.00% Reduce -7.2% 8,845 $799K
CENTRAL TRUST Co 0.02% Add +0.3% 8,652 $782K
Strategic Financial Concepts, LLC 0.15% Add +13.3% 8,616 $778K
Diversify Advisory Services, LLC 0.04% Reduce -30.7% 8,702 $778K
Topel & Distasi Wealth Management, LLC 0.33% No change 8,603 $777K
OneDigital Investment Advisors LLC 0.01% Reduce -8.4% 8,569 $774K
Asset Dedication, LLC 0.06% Add +0.8% 8,314 $751K
Diversify Wealth Management, LLC 0.06% Reduce -18.7% 8,113 $725K
Norden Group LLC 0.08% Reduce -8.6% 7,850 $709K
Stevens Capital Partners 0.32% Reduce -1.2% 7,829 $707K
Payne Capital Management, LLC 0.30% — 7,714 $697K
Wallace Advisory Group, LLC 0.48% Reduce -2.7% 7,399 $689K
Winthrop Capital Management, LLC 0.18% Reduce -23.1% 7,565 $684K
Avestar Capital, LLC 0.06% Add +3.3% 7,386 $667K
Bank of Montreal 0.00% Add +108.7% 7,374 $666K
Foster Victor Wealth Advisors, LLC 0.05% Reduce -3.8% 7,055 $657K
Wrapmanager Inc. 0.17% Add +3.6% 7,245 $655K
US Bancorp \de 0.00% Add +7.3% 7,229 $653K
Summit Financial, LLC 0.02% Add +7.9% 6,887 $622K
Swmg, LLC 0.25% Reduce -4.1% 6,542 $616K
Fiduciary Alliance LLC 0.06% Add +1.1% 6,768 $611K
Vawter Financial, Ltd. 0.37% Reduce -5.9% 6,761 $611K
Integrated Advisors Network LLC 0.03% Add +23.2% 6,760 $611K
Atria Investments, Inc 0.01% Reduce -12.1% 6,713 $607K
Thoroughbred Financial Services, LLC 0.04% No change 6,703 $605K
Wealthspire Advisors, LLC 0.01% New 6,555 $592K
Cary Street Partners Financial LLC 0.02% — 6,405 $579K
Envestnet Portfolio Solutions, Inc. 0.00% Add +9.0% 6,287 $568K
Smart Portfolios, LLC 0.59% Add +0.3% 6,280 $567K
Diversified Investment Strategies, LLC 0.37% Reduce -1.6% 6,254 $565K
Comerica Bank 0.00% Add +2.6% 6,239 $564K
NewEdge Advisors, LLC 0.00% Add +1436.5% 6,238 $564K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -3.8% 6,224 $562K
Salomon & Ludwin, LLC 0.06% Add +0.7% 6,204 $561K
Cary Street Partners Investment Advisory LLC 0.37% Reduce -45.1% 6,190 $559K
Atlas Brown,Inc. 0.19% Add +0.1% 6,177 $558K
TFB Advisors LLC 0.16% Reduce -1.4% 6,159 $556K
Beacon Pointe Advisors, LLC 0.01% Add +11.7% 6,133 $554K
Callan Capital, LLC 0.04% No change 6,077 $549K
Urban Financial Advisory Corp 0.30% Add +48.6% 6,057 $547K
Western Wealth Management, LLC 0.03% Reduce -1.9% 5,927 $536K
Financial Counselors Inc. 0.01% Add +5.4% 5,831 $527K
Bill Few Associates, Inc. 0.18% Add +37.5% 5,798 $524K
Waverly Advisors, LLC 0.01% Add +82.2% 5,754 $520K
Principal Securities, Inc. 0.01% Add +11.3% 5,699 $515K
Avior Wealth Management, LLC 0.02% Add +2.6% 5,691 $514K
Walled Lake Planning & Wealth Management, LLC 0.19% Add +6.6% 5,651 $511K
First City Capital Management, Inc. 0.27% No change 5,558 $502K
AE Wealth Management LLC 0.00% Reduce -29.0% 5,550 $501K
Sandy Cove Advisors, LLC 0.19% Add +7.8% 5,493 $496K
Hudson Portfolio Management LLC 0.48% Add +3.5% 5,440 $492K
Rovin Capital /Ut/ 0.18% Add +47.2% 5,434 $491K
Towerpoint Wealth, LLC 0.24% Reduce -3.8% 5,419 $490K
Tiller Private Wealth, Inc. 0.21% Reduce -4.8% 5,375 $486K
Level Four Advisory Services, LLC 0.02% Reduce -0.0% 5,312 $480K
Fingerlakes Wealth Management, Inc. 0.39% Reduce -1.8% 5,290 $478K
Eagle Strategies LLC 0.08% Add +0.7% 5,280 $477K
Private Trust Co. NA 0.05% Reduce -1.8% 5,271 $476K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -0.7% 5,257 $475K
Victory Financial Group, LLC 0.12% — 5,206 $470K
Commonwealth Financial Services, LLC 0.09% No change 5,180 $468K
Clearstead Advisors, LLC 0.01% No change 5,046 $456K
Laraway Financial Advisors Inc 0.35% No change 5,035 $455K
Trilogy Capital Inc. 0.02% Add +5.2% 5,025 $454K
Clear Creek Financial Management, LLC 0.05% Add +23.3% 4,984 $450K
Texas Yale Capital Corp. 0.02% No change 4,956 $448K
Grant Private Wealth Management Inc 0.48% — 4,933 $446K
Essex Financial Services, Inc. 0.03% No change 4,897 $442K
Flagship Private Wealth, LLC 0.21% Add +23.0% 4,892 $442K
Everhart Financial Group, Inc. 0.09% Reduce -5.3% 4,776 $431K
Falcon Wealth Planning 0.05% No change 4,641 $419K
Waldron Private Wealth LLC 0.02% Reduce -3.5% 4,580 $414K
WealthPLAN Partners, LLC 0.06% Add +2.0% 4,561 $412K
Baker Tilly Wealth Management, LLC 0.16% Reduce -25.8% 4,514 $408K
Corient Private Wealth LP 0.00% Reduce -89.4% 4,437 $401K
Main Street Financial Solutions, LLC 0.04% Reduce -8.5% 4,432 $400K
Cerity Partners LLC 0.00% Reduce -16.8% 4,303 $391K
Crescent Sterling, Ltd. 0.40% Reduce -1.8% 4,271 $386K
Valley Forge Investment Consultants Inc. Adv 0.13% Add +0.0% 4,232 $382K
Allegiance Financial Group Advisory Services LLC 0.12% Add +0.4% 4,084 $369K
Cassaday & Co Wealth Management LLC 0.01% No change 4,076 $368K
Solutions 4 Wealth, Ltd 0.66% Reduce -1.0% 4,054 $366K
Wrenne Financial Planning LLC 0.21% Reduce -1.0% 4,053 $366K
Allworth Financial LP 0.00% Add +65.8% 3,888 $366K
Fairscale Capital, LLC 0.31% No change 4,025 $364K
Navalign, LLC 0.11% Reduce -1.3% 4,020 $363K
Delta Capital Management LLC 0.21% New 4,000 $361K
Lowery Thomas, LLC 0.23% Reduce -18.4% 3,962 $358K
First Heartland Consultants, Inc. 0.04% Reduce -14.6% 3,940 $356K
Horizon Investment Services, LLC 0.15% Add +3.7% 3,912 $353K
Blair William & Co. 0.00% Add +0.8% 3,901 $352K
Wealth Advisors Northwest LLC 0.24% — 3,826 $346K
AdvisorNet Financial, Inc 0.03% Add +2.8% 3,804 $344K
Sensible Money, LLC 0.15% Reduce -0.9% 3,793 $343K
CW Advisors, LLC 0.00% New 3,749 $339K
Meridian Financial Advisors, LLC 0.23% Reduce -0.8% 3,747 $339K
D. E. Shaw & Co. 0.00% Reduce -32.5% 3,744 $338K
M3 Advisory Group, LLC 0.24% Reduce -0.3% 3,739 $338K
Aspiriant, LLC 0.01% New 3,736 $338K
Founders Financial Securities LLC 0.03% Reduce -3.5% 3,704 $335K
Ackerman Capital Advisors, LLC 0.09% Reduce -1.0% 3,681 $333K
Second Line Capital, LLC 0.09% Reduce -12.9% 3,653 $330K
Destiny Capital Corp 0.20% Add +0.1% 3,592 $325K
Brown Advisory Inc. 0.00% Add +8.3% 3,533 $319K
Stratos Wealth Advisors, LLC 0.02% Reduce -69.1% 3,513 $317K
Certior Financial Group, LLC 0.28% — 3,505 $317K
Legacy Trust 0.07% No change 3,450 $312K
Horizon Investments, LLC 0.01% Reduce -3.8% 3,429 $310K
Wambolt & Associates, LLC 0.10% Reduce -7.8% 3,359 $303K
EP Wealth Advisors, LLC 0.00% Reduce -6.8% 3,298 $298K
Verdence Capital Advisors LLC 0.02% Reduce -41.6% 3,295 $298K
LBMC Investment Advisors, LLC 0.02% Add +0.2% 3,288 $297K
Asset Management Group, Inc. 0.05% Add +0.4% 3,232 $292K
Rappaport Reiches Capital Management, LLC 0.08% No change 3,223 $291K
Glenview Trust Co 0.01% Add +0.2% 3,192 $288K
Northern Trust Corp. 0.00% Add +18.6% 3,168 $286K
BCGM Wealth Management, LLC 0.09% Add +0.4% 3,153 $285K
Janney Montgomery Scott LLC 0.00% Add +4.0% 3,131 $283K
HF Advisory Group, LLC 0.13% Reduce -1.2% 3,014 $272K
CVFG LLC 0.25% — 3,000 $271K
Centerpoint Advisors, LLC 0.09% No change 2,997 $271K
Wedmont Private Capital 0.01% New 2,918 $261K
Jackson, Grant Investment Advisers, Inc. 0.10% Add +3.2% 2,809 $254K
OneAscent Financial Services LLC 0.02% New 2,688 $243K
Rothschild Investment LLC 0.02% No change 2,657 $240K
PCA Investment Advisory Services Inc. 0.11% No change 2,628 $237K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 2,619 $237K
Meridian Wealth Management, LLC 0.01% Reduce -7.0% 2,575 $233K
Choate Investment Advisors 0.01% New 2,564 $232K
Prospera Financial Services Inc 0.01% New 2,557 $231K
Apollon Wealth Management, LLC 0.01% New 2,542 $230K
Consolidated Portfolio Review Corp 0.04% Add +0.0% 2,517 $227K
HB Wealth Management, LLC 0.00% Add +7.2% 2,496 $226K
American Money Management, LLC 0.04% No change 2,493 $225K
Foundations Investment Advisors, LLC 0.00% Add +2.4% 2,489 $225K
Mascagni Wealth Management, Inc. 0.22% — 2,702 $224K
Burns Matteson Capital Management, LLC 0.13% Reduce -2.4% 2,474 $224K
Rosenblum Silverman Sutton S F Inc. 0.06% Add +13.8% 2,470 $223K
Signaturefd, LLC 0.00% Add +0.1% 2,441 $221K
Bison Wealth, LLC 0.05% Reduce -45.6% 2,413 $218K
Aviso Wealth Management 0.11% Reduce -7.8% 2,332 $211K
Worth Financial Advisory Group, LLC 0.13% New 2,312 $209K
Foundation Wealth Management, LLC\PA 0.10% — 2,311 $209K
Quartz Partners, LLC 0.12% Reduce -15.1% 2,269 $205K
Jentner Corp 0.06% Reduce -25.3% 2,262 $204K
4WEALTH Advisors, Inc. 0.21% — 2,250 $203K
Capital Investment Advisory Services, LLC 0.02% Add +6.6% 2,224 $201K
StoneX Group Inc. 0.01% New 2,219 $200K
Harvest Investment Services, LLC 0.05% Reduce -1.7% 2,215 $200K
SOA Wealth Advisors, LLC. 0.04% Add +0.4% 2,158 $195K
Farther Finance Advisors, LLC 0.01% Add +22.8% 2,118 $191K
Glass Jacobson Investment Advisors llc 0.06% Add +16.3% 1,972 $178K
Integrity Financial Corp 0.10% Add +12.6% 1,944 $176K
HBC Financial Services, PLLC 0.10% No change 1,840 $166K
First Command Advisory Services, Inc. 0.00% Reduce -1.7% 1,780 $161K
CoreCap Advisors, LLC 0.01% Add +18.9% 1,721 $155K
Glenmede Trust Co. NA 0.00% No change 1,658 $150K
Prudential PLC 0.00% Add +13.9% 1,640 $148K
Topsail Wealth Management, LLC 0.03% — 1,597 $144K
Capital Analysts, LLC 0.01% Add +678.7% 1,425 $129K
Fortitude Family Office, LLC 0.05% No change 1,400 $126K
Bogart Wealth, LLC 0.01% Add +0.8% 1,342 $121K
Coppell Advisory Solutions LLC 0.02% No change 1,195 $108K
Ballast Advisors LLC 0.03% Reduce -1.3% 1,115 $101K
Rialto Wealth Management, LLC 0.03% — 1,087 $98K
Hollencrest Capital Management 0.00% No change 1,080 $98K
PNC Financial Services Group, Inc. 0.00% No change 1,019 $92K
Financial Perspectives, Inc 0.03% No change 961 $87K
Tucker Asset Management LLC 0.02% No change 830 $75K
DHJJ Financial Advisors, Ltd. 0.03% No change 728 $66K
Beacon Capital Management, LLC 0.01% Add +0.5% 673 $61K
Gen-Wealth Partners Inc 0.03% Add +1.7% 658 $59K
Bellwether Advisors, LLC 0.01% New 651 $59K
Iron Horse Wealth Management, LLC 0.02% Add +8.1% 631 $57K
First Horizon Advisors, Inc. 0.00% No change 622 $56K
Frazier Financial Advisors, LLC 0.04% New 550 $50K
IMG Wealth Management, Inc. 0.04% — 538 $49K
JFS Wealth Advisors, LLC 0.00% Reduce -0.6% 526 $47K
Plante Moran Financial Advisors, LLC 0.00% No change 504 $46K
HM Payson & Co. 0.00% No change 440 $40K
NBT Bank, N.A. 0.00% No change 414 $37K
Christopher J. Hasenberg, Inc 0.01% Reduce -98.8% 400 $36K
Tsfg, LLC 0.01% No change 368 $33K
O'shaughnessy Asset Management, LLC 0.00% No change 365 $33K
Franklin Resources Inc. 0.00% No change 350 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 346 $31K
Creekmur Asset Management LLC 0.01% No change 322 $29K
Sandy Spring Bank 0.00% Add +0.3% 317 $29K
Robinswood Financial LLC 0.01% No change 315 $28K
Global Financial Private Client, LLC 0.01% No change 308 $28K
Lindbrook Capital, LLC 0.00% No change 300 $27K
Glassman Wealth Services 0.00% No change 296 $27K
Financial Gravity Companies, Inc. 0.01% No change 280 $25K
Pension & Wealth Management Advisors, Inc. 0.01% No change 270 $24K
Founders Capital Management 0.01% Add +0.4% 255 $23K
MassMutual Private Wealth & Trust, FSB 0.00% New 247 $22K
Tidemark, LLC 0.01% No change 242 $22K
Westside Investment Management, Inc. 0.00% No change 228 $21K
Pineridge Advisors LLC 0.01% No change 226 $20K
MPWM Advisory Solutions, LLC 0.01% — 225 $20K
Laurel Wealth Advisors LLC 0.00% No change 223 $20K
Park Place Capital Corp 0.01% No change 220 $20K
Lowe Wealth Advisors, LLC 0.01% No change 214 $19K
Realta Investment Advisors 0.01% Reduce -59.7% 209 $19K
Legacy Investment Solutions, LLC 0.01% No change 183 $17K
Legacy Wealth Managment, LLC 0.01% No change 183 $17K
Synergy Investment Management, LLC 0.01% — 188 $17K
Arax Advisory Partners 0.00% No change 185 $17K
TD Capital Management LLC 0.00% No change 183 $17K
Lee Danner & Bass Inc. 0.00% New 174 $16K
GPS Wealth Strategies Group, LLC 0.00% Reduce -37.6% 174 $16K
MCF Advisors LLC 0.00% New 161 $15K
IFP Advisors, Inc 0.00% Add +1.3% 160 $14K
Transce3nd, LLC 0.00% — 156 $14K
Quest 10 Wealth Builders, Inc. 0.01% — 140 $13K
Eastern Bank 0.00% No change 139 $13K
Noble Wealth Management PBC 0.01% — 136 $12K
Tradewinds Capital Management, LLC 0.00% No change 136 $12K
PrairieView Partners, LLC 0.00% New 134 $12K
UMB Bank, n.a. 0.00% No change 132 $12K
Murphy & Mullick Capital Management Corp 0.01% — 125 $11K
Brown Brothers Harriman & Co. 0.00% No change 120 $11K
Valued Wealth Advisors LLC 0.01% New 118 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 118 $11K
Golden State Wealth Management, LLC 0.00% — 117 $11K
Cassady Schiller Wealth Management, LLC 0.00% 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 $9K
CBIZ Investment Advisory Services, LLC 0.00% No change 93 $8K
Ulland Investment Advisors, LLC 0.01% No change 90 $8K
Paladin Advisory Group, LLC 0.01% No change 87 $8K
Tower Research Capital LLC (TRC) 0.00% No change 82 $7K
Adirondack Trust Co. 0.00% No change 75 $7K
Kozak & Associates, Inc. 0.00% Add +1.6% 65 $6K
Carolinas Wealth Consulting LLC 0.00% Add +1.5% 66 $6K
Hager Investment Management Services, LLC 0.00% — 65 $6K
Crewe Advisors LLC 0.00% Reduce -39.0% 61 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 51 $5K
Russell Investments Group, Ltd. 0.00% Reduce -25.0% 54 $5K
CIBC Private Wealth Group LLC 0.00% Reduce -89.1% 45 $4K
Archer Investment Corp 0.00% No change 32 $3K
Foster Dykema Cabot & Partners, LLC 0.00% No change 32 $3K
Vermillion Wealth Management, Inc. 0.00% — 30 $3K
Wingate Wealth Advisors, Inc. 0.00% — 28 $3K
Independence Bank of Kentucky 0.00% No change 27 $2K
Rosenberg Matthew Hamilton 0.00% No change 25 $2K
Orion Capital Management LLC 0.00% New 24 $2K
PFG Private Wealth Management, LLC 0.00% Reduce -19.2% 21 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 19 $2K
Smartleaf Asset Management LLC 0.00% New 17 $2K
FWL Investment Management, LLC 0.00% No change 17 $2K
Capital A Wealth Management, LLC 0.00% — 16 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Simplex Trading, LLC 0.00% New 16 $1K
Wilmington Savings Fund Society, FSB 0.00% No change 9 $813
Sound Income Strategies, LLC 0.00% New 4 $361
Ameriflex Group, Inc. 0.00% — 1 $94

"% 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.