SS SPDR S&P 600 SC GR ETFSLYGETF

13F holders, Q1 2025 (March 31)
462holders −15
33new positions
41sold out
3famous investors
$83.02avg. 13F price*

At the end of Q1 2025, 462 institutions reported holding SS SPDR S&P 600 SC GR ETF (SLYG) in their 13F filings, down 15 from Q4 2024. 33 opened new positions and 41 sold out. The largest holders were Citigroup Inc. ($214.9M), LPL Financial LLC ($207.8M) and Bank of America Corp. ($146.1M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
SS SPDR S&P 600 SC GR ETF
Filed as
SPDR SER TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions33$14.1M
Exits41$35.1M

All 13F filers, Q4 2024 → Q1 2025: 2,022,288 shares bought and 1,581,223 shares sold, net +441,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 462 holders

Citigroup Inc. 0.16% Add +21.5% 2,589,753 $214.9M
LPL Financial LLC 0.08% Add +10.4% 2,503,284 $207.8M
Bank of America Corp. 0.01% Add +3.4% 1,760,292 $146.1M
Financial Engines Advisors L.L.C. 0.23% Reduce -1.6% 1,267,568 $105.2M
Townsquare Capital LLC 0.92% Add +6.9% 1,035,318 $85.9M
Ameriprise Financial Inc. 0.02% Reduce -0.7% 984,515 $81.6M
Morgan Stanley 0.00% Add +15.5% 729,906 $60.6M
NorthRock Partners, LLC 1.78% Add +1.4% 639,123 $53.0M
Diversified Enterprises, LLC 3.17% Add +6.5% 453,264 $37.6M
Rodgers & Associates, LTD 4.02% Add +2.9% 397,598 $33.0M
Avantax Planning Partners, Inc. 1.06% Reduce -4.1% 360,275 $29.9M
HighTower Advisors, LLC 0.04% Add +202.7% 350,027 $29.1M
Stifel Financial Corp. 0.03% Reduce -35.2% 322,481 $26.8M
Savant Capital, LLC 0.23% Reduce -1.2% 322,066 $26.7M
UBS Group AG 0.01% Add +3.9% 298,242 $24.8M
FAS Wealth Partners, Inc. 2.02% Add +2.2% 298,116 $24.7M
Wells Fargo & Company 0.01% Reduce -26.3% 294,599 $24.5M
Osaic Holdings, Inc. 0.05% Reduce -22.0% 286,573 $23.8M
Krilogy Financial LLC 1.46% Add +6.7% 271,300 $22.5M
Benjamin Edwards Inc. 0.30% Reduce -34.8% 263,125 $21.8M
Commonwealth Equity Services, LLC 0.03% Reduce -10.9% 261,030 $21.7M
Cetera Investment Advisers 0.04% Add +8.4% 254,287 $21.1M
GHP Investment Advisors, Inc. 0.95% Add +0.9% 237,710 $19.7M
Convergence Financial, LLC 3.81% Add +2.3% 233,499 $19.4M
Equitable Holdings, Inc. 0.18% Reduce -16.7% 230,598 $19.1M
Roberts Financial Services LLC 3.70% Add +0.4% 229,505 $19.0M
Raymond James Financial Inc. 0.01% Add +11.6% 226,441 $18.8M
Aire Advisors, LLC 3.91% Add +1.3% 224,039 $18.6M
KWB Wealth 2.09% Reduce -7.2% 191,333 $17.3M
Assetmark, Inc. 0.05% Add +1.0% 201,283 $16.7M
Private Advisor Group, LLC 0.09% Reduce -8.8% 185,192 $15.4M
Klingman & Associates, LLC 0.91% Add +4.0% 179,669 $14.9M
Tiaa Trust, National Association 0.04% Add +4.9% 173,290 $14.4M
Mariner, LLC 0.02% Reduce -6.4% 173,233 $14.4M
First National Trust Co 0.57% Reduce -3.4% 169,260 $14.0M
Shakespeare Wealth Management, LLC 3.66% Add +8.5% 164,594 $13.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +34.6% 159,856 $13.3M
Envestnet Asset Management Inc. 0.00% Reduce -6.9% 147,844 $12.3M
Grey Fox Wealth Advisors, LLC 3.21% Add +2.4% 145,139 $12.0M
Jones Financial Companies LLLP 0.01% Add +24.6% 137,352 $11.3M
Optimist Retirement Group LLC 5.45% Add +0.9% 131,164 $10.9M
Confluence Investment Management LLC 0.15% Reduce -38.6% 126,762 $10.5M
Truist Financial Corp. 0.02% Reduce -6.1% 125,465 $10.4M
Csenge Advisory Group 0.57% Reduce -4.4% 129,703 $10.1M
WCG Wealth Advisors LLC 0.76% Reduce -12.9% 120,879 $10.0M
Mather Group, Llc. 0.11% Add +1.5% 119,355 $9.9M
Cwm, LLC 0.04% Add +124.8% 118,871 $9.9M
Mercer Global Advisors Inc. 0.02% Reduce -5.2% 113,940 $9.5M
Rainey & Randall Wealth Advisors Inc. 1.72% Add +0.7% 105,782 $8.8M
Forbes Financial Planning, Inc. 6.41% Reduce -1.4% 104,305 $8.7M
Balanced Wealth Group LLC 4.02% Reduce -1.6% 100,208 $8.3M
Victory Financial Group, LLC 1.51% Add +1725.4% 95,028 $7.9M
Wealthcare Advisory Partners LLC 0.20% Reduce -3.6% 91,658 $7.6M
BIP Wealth, LLC 0.49% Add +4.6% 90,177 $7.5M
O'Dell Group, LLC 1.88% Reduce -4.0% 87,417 $7.3M
MAI Capital Management 0.05% Reduce -3.8% 85,071 $7.1M
Key Financial Inc 1.53% Reduce -2.4% 84,958 $7.1M
Tradition Wealth Management, LLC 0.61% Reduce -1.1% 84,173 $7.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.4% 79,087 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +5.2% 76,419 $6.3M
Mutual Advisors, LLC 0.18% Add +199.1% 76,009 $6.1M
Marietta Wealth Management, LLC 0.89% Add +6.3% 73,020 $6.1M
ERn Financial, LLC 0.95% Reduce -1.9% 72,363 $6.0M
Integrity Wealth Solutions LLC 3.20% Add +0.5% 71,038 $5.9M
HRC Wealth Management, LLC 3.63% Add +0.6% 70,577 $5.9M
Baird Financial Group, Inc. 0.01% Add +2.0% 69,837 $5.8M
Avantax Advisory Services, Inc. 0.03% Add +1.6% 66,435 $5.5M
Financial Strategies Group, Inc. 1.29% Add +0.8% 69,908 $5.5M
Financial Security Advisor, Inc. 1.35% Reduce -2.4% 63,995 $5.3M
Steward Partners Investment Advisory, LLC 0.05% Add +8.0% 62,228 $5.2M
Aptus Capital Advisors, LLC 0.06% Add +11.8% 60,642 $5.0M
Blue Barn Wealth, LLC 2.52% Add +5.6% 58,254 $4.8M
Signet Financial Management, LLC 0.65% Reduce -13.1% 57,885 $4.8M
Pacific Sun Financial Corp 2.63% Add +0.9% 55,793 $4.6M
Integrated Wealth Concepts LLC 0.05% Add +15.9% 55,418 $4.6M
Interactive Financial Advisors, Inc. 2.37% Add +4.6% 54,036 $4.5M
WealthShield Partners, LLC 0.57% Add +1.1% 53,726 $4.5M
Pinnacle Financial Partners Inc 0.09% Add +0.1% 49,872 $4.5M
Graney & King, LLC 3.30% Add +5.1% 53,348 $4.4M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -5.2% 52,872 $4.4M
Portside Wealth Group, LLC 0.71% Add +7.1% 52,596 $4.4M
Signature Estate & Investment Advisors LLC 0.12% Reduce -13.4% 52,553 $4.4M
McAdam, LLC 0.27% Reduce -3.3% 52,484 $4.4M
Kingsview Wealth Management, LLC 0.08% Add +1.1% 52,075 $4.3M
Creative Planning 0.00% Reduce -2.5% 52,013 $4.3M
Barrett & Company, Inc. 1.84% Add +0.1% 51,434 $4.3M
Gibbs Wealth Management 1.02% Add +16.5% 50,853 $4.2M
Cerro Pacific Wealth Advisors LLC 1.37% Add +17.9% 46,549 $4.2M
Strategies Wealth Advisors, LLC 0.51% Add +4.5% 50,420 $4.2M
Goldstone Financial Group, LLC 0.60% Reduce -4.3% 47,495 $3.9M
Leslie Global Wealth, LLC 1.92% Add +10.6% 47,471 $3.9M
Goldman Sachs Group Inc. 0.00% No change 47,159 $3.9M
J.W. Cole Advisors, Inc. 0.12% Add +266.8% 46,003 $3.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.7% 45,855 $3.8M
New England Capital Financial Advisors LLC 1.90% Reduce -7.1% 44,966 $3.7M
Moneco Advisors, LLC 0.37% Add +12.6% 42,801 $3.6M
Geneos Wealth Management Inc. 0.12% Add +1.6% 41,907 $3.5M
Marathon Mission, Inc. 2.39% Add +12.1% 41,220 $3.4M
Councilor Wealth, LLC 1.71% Reduce -1.4% 41,205 $3.4M
Bristlecone Advisors, LLC 0.28% Add +19.6% 40,900 $3.4M

"% 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 462 holders