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
MML Investors Services, LLC 0.01% Add +0.1% 39,744 $3.3M
Probity Advisors, Inc. 0.62% Add +0.9% 39,126 $3.2M
Waller Financial Planning Group, Inc. 0.91% Reduce -28.0% 39,119 $3.2M
Advisor Resource Council 0.26% New 39,196 $3.2M
Brady Martz Wealth Solutions, LLC 0.71% Reduce -7.0% 37,653 $3.1M
Dakota Wealth Management 0.07% Reduce -14.1% 37,183 $3.1M
Redwood Investment Management, LLC 0.33% Add +72.7% 37,151 $3.1M
D.A. Davidson & Co. 0.02% Reduce -1.6% 35,522 $2.9M
Royal Bank of Canada 0.00% Add +1.2% 34,447 $2.9M
Prestige Wealth Management Group LLC 0.61% Reduce -16.1% 34,365 $2.9M
Pathstone Holdings, LLC 0.01% Reduce -4.6% 33,959 $2.8M
Perennial Investment Advisors, LLC 0.32% Reduce -32.0% 33,880 $2.8M
CarsonAllaria Wealth Management, Ltd. 1.60% Reduce -1.7% 33,276 $2.8M
Fragasso Financial Advisors Inc 0.20% Reduce -20.8% 32,483 $2.7M
Harbour Investments, Inc. 0.07% Add +5.0% 31,429 $2.6M
Stillwater Capital Advisors, LLC 0.36% Add +43.6% 31,400 $2.6M
Chicago Partners Investment Group LLC 0.09% Add +23.2% 31,201 $2.6M
Kingswood Wealth Advisors, LLC 0.23% Add +5.1% 30,935 $2.6M
Prosperity Consulting Group, LLC 0.20% Reduce -0.0% 30,589 $2.5M
Midwest Financial Group LLC 1.47% Add +31.9% 30,516 $2.5M
Moneta Group Investment Advisors LLC 0.03% Reduce -2.9% 30,341 $2.5M
UNIVEST FINANCIAL Corp 0.16% Reduce -74.3% 29,155 $2.4M
Focus Financial Network, Inc. 0.09% Reduce -2.2% 27,793 $2.3M
GTS Securities LLC 0.10% New 27,754 $2.3M
Whitegate Investment Counselors, Inc. 0.79% Reduce -0.5% 26,756 $2.2M
M&T Bank Corp 0.01% Reduce -7.1% 26,176 $2.2M
Oak Root LLC 0.29% Add +4.1% 25,994 $2.2M
Koss-Olinger Consulting, LLC 0.18% Reduce -1.2% 25,584 $2.1M
Sage Financial Group Inc. 0.17% Add +1.3% 25,533 $2.1M
Gladstone Institutional Advisory LLC 0.09% Add +0.7% 24,203 $2.0M
IHT Wealth Management, LLC 0.06% Reduce -2.8% 23,960 $2.0M
Brookstone Capital Management 0.03% Add +79.6% 23,753 $2.0M
Capital Square, LLC 1.10% Reduce -1.1% 22,643 $1.9M
Denver Wealth Management, Inc. 0.85% Reduce -1.7% 22,559 $1.9M
Focus Partners Wealth 0.00% Reduce -5.0% 22,372 $1.9M
JNBA Financial Advisors 0.19% Reduce -35.8% 22,350 $1.9M
American Financial & Tax Strategies Inc. 0.96% Reduce -0.8% 21,557 $1.8M
Barden Capital Management, Inc. 1.57% Add +2.4% 21,263 $1.8M
Larson Financial Group LLC 0.08% Reduce -1.2% 21,102 $1.8M
Copia Wealth Management 1.61% Add +6.1% 20,931 $1.7M
Mosaic Family Wealth Partners, LLC 0.24% Add +27.1% 20,621 $1.7M
JPMorgan Chase & Co. 0.00% Reduce -15.3% 20,318 $1.7M
Creative Financial Designs Inc. 0.13% Add +2.5% 20,045 $1.7M
Idaho Trust Co 0.68% New 19,996 $1.7M
Florida Financial Advisors, LLC 0.65% Add +66.2% 20,345 $1.6M
Burney Co./ 0.06% Reduce -3.7% 19,673 $1.6M
TAGStone Capital, Inc. 0.78% Add +1.0% 19,015 $1.6M
Tobias Financial Advisors, Inc. 0.31% Reduce -0.9% 18,943 $1.6M
Atria Wealth Solutions, Inc. 0.02% Add +10.7% 18,896 $1.6M
Financial Advisors Network, Inc. 0.26% Reduce -1.1% 18,875 $1.6M
Quent Capital, LLC 0.16% Add +8.5% 18,585 $1.5M
Quantum Portfolio Management LLC 0.78% Reduce -22.4% 18,542 $1.5M
Merit Financial Group, LLC 0.02% Reduce -44.4% 18,351 $1.5M
Diligent Investors, LLC 0.37% Reduce -6.5% 18,347 $1.5M
Haverford Trust Co 0.02% Reduce -1.0% 18,231 $1.5M
Corrigan Financial, Inc. 0.31% Reduce -3.5% 18,007 $1.5M
Twelve Points Wealth Management LLC 0.41% Reduce -1.5% 17,987 $1.5M
Captrust Financial Advisors 0.00% Add +33.1% 17,955 $1.5M
Palisades Hudson Asset Management, L.P. 0.67% Add +0.4% 17,752 $1.5M
Prime Capital Investment Advisors, LLC 0.02% New 17,042 $1.4M
Ignite Planners, LLC 0.27% Reduce -27.2% 17,193 $1.4M
&partners 0.01% Add +20.0% 16,828 $1.4M
Freedom Investment Management, Inc. 0.11% Reduce -14.5% 16,416 $1.4M
Indie Asset Partners, LLC 1.15% Reduce -5.6% 15,965 $1.3M
World Investment Advisors 0.03% Add +5.4% 15,787 $1.3M
LTG Capital LLC 1.17% Reduce -0.6% 15,487 $1.3M
Dynamic Financial Group 1.29% Add +30.3% 15,469 $1.3M
Inman Jager Wealth Management, LLC 0.94% Add +40.1% 15,191 $1.3M
Courage Miller Partners, LLC 0.42% Add +3.4% 15,044 $1.2M
Ameritas Advisory Services, LLC 0.05% Add +1.0% 14,227 $1.2M
Visionary Wealth Advisors 0.07% Reduce -22.3% 14,563 $1.2M
Connecticut Wealth Management, LLC 0.06% New 14,353 $1.2M
Octavia Wealth Advisors, LLC 0.14% Reduce -2.7% 14,239 $1.2M
Lane & Associates LLC 0.63% Add +0.4% 14,121 $1.2M
Investors Research Corp 0.25% Reduce -0.3% 14,108 $1.2M
Jane Street Group, LLC 0.00% New 13,955 $1.2M
Total Wealth Planning, LLC 0.18% Reduce -2.3% 13,862 $1.2M
Friday Financial 0.69% Reduce -1.5% 13,585 $1.1M
Droms Strauss Advisors Inc. /Mo/ 0.39% Reduce -0.9% 13,759 $1.1M
LexAurum Advisors, LLC 0.22% Add +2.1% 13,513 $1.1M
Arete Wealth Advisors, LLC 0.08% Add +4.7% 13,401 $1.1M
Tritonpoint Wealth, LLC 0.11% Add +0.3% 13,373 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -20.3% 13,283 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -11.7% 13,019 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -3.5% 12,831 $1.1M
One Capital Management, LLC 0.04% Reduce -0.6% 12,696 $1.1M
Financial Advocates Investment Management 0.07% Reduce -42.9% 12,437 $1.0M
Parkside Financial Bank & Trust 0.13% Add +5.7% 12,383 $1.0M
Keeler & Nadler Financial Planning & Wealth Management 0.46% Reduce -15.5% 12,392 $1.0M
Good Life Advisors, LLC 0.07% Add +7.3% 12,061 $1.0M
FMR LLC 0.00% Add +15.2% 11,841 $983K
Ieq Capital, LLC 0.01% Reduce -6.4% 11,745 $975K
YHB Investment Advisors, Inc. 0.08% Reduce -7.2% 11,358 $943K
Strategic Advocates LLC 0.32% Reduce -4.0% 11,176 $928K
Orion Porfolio Solutions, LLC 0.01% Reduce -18.4% 10,806 $897K
Orion Portfolio Solutions, LLC 0.01% Reduce -18.4% 10,806 $897K
Partners in Financial Planning 0.18% Reduce -0.8% 10,805 $897K
Confluence Wealth Services, Inc. 0.06% Reduce -1.4% 11,298 $893K
Motive Wealth Advisors 0.47% Add +0.8% 10,540 $875K
Bank of Montreal 0.00% Add +42.7% 10,520 $873K
PSI Advisors, LLC 0.28% Add +7.5% 10,506 $872K
Comprehensive Financial Consultants Institutional, Inc. 0.31% Add +4.9% 10,476 $870K
Occidental Asset Management, LLC 0.13% Reduce -26.4% 10,426 $865K
Connors Investor Services Inc. 0.08% Reduce -5.7% 10,300 $855K
Financial Network Wealth Advisors LLC 1.10% Add +7.9% 10,094 $838K
Keystone Wealth Services, LLC 0.22% Reduce -2.3% 9,970 $827K
Vance Wealth, LLC 0.31% Add +0.2% 9,947 $826K
Sigma Planning Corp 0.03% Add +5.1% 9,688 $804K
Alliance Wealth Advisors, LLC 0.20% Add +4.8% 9,463 $785K
Strategic Financial Concepts, LLC 0.15% Add +9.5% 9,436 $783K
MidAtlantic Capital Management, Inc. 0.61% Add +0.3% 9,292 $771K
United Capital Financial Advisors, LLC 0.01% No change 9,184 $762K
Stevens Capital Partners 0.35% Add +16.1% 9,093 $755K
Capital Analysts, LLC 0.03% Add +536.1% 9,064 $752K
Diversify Advisory Services, LLC 0.05% Add +4.2% 9,069 $737K
Sanctuary Advisors, LLC 0.01% Reduce -5.0% 8,857 $735K
CWA Asset Management Group, LLC 0.04% New 8,800 $730K
Topel & Distasi Wealth Management, LLC 0.33% No change 8,603 $714K
OneDigital Investment Advisors LLC 0.01% Reduce -0.3% 8,542 $709K
CENTRAL TRUST Co 0.02% Reduce -7.3% 8,021 $666K
Norden Group LLC 0.08% Add +2.0% 8,011 $665K
Asset Dedication, LLC 0.05% Reduce -6.8% 7,753 $644K
Salomon & Ludwin, LLC 0.07% Add +24.2% 7,707 $642K
Inspirion Wealth Advisors, LLC 0.09% Reduce -21.3% 7,592 $630K
Payne Capital Management, LLC 0.26% Reduce -3.0% 7,485 $621K
Wealthspire Advisors, LLC 0.00% Add +13.6% 7,444 $618K
Wrapmanager Inc. 0.16% No change 7,245 $601K
Winthrop Capital Management, LLC 0.17% Reduce -4.3% 7,237 $601K
Farther Finance Advisors, LLC 0.02% Add +234.9% 7,093 $590K
Wallace Advisory Group, LLC 0.41% Reduce -11.8% 6,525 $590K
Kestra Advisory Services, LLC 0.00% Reduce -20.2% 7,059 $586K
US Bancorp \de 0.00% Reduce -3.2% 6,997 $581K
NewEdge Advisors, LLC 0.00% Add +11.1% 6,927 $575K
Diversify Wealth Management, LLC 0.04% Reduce -14.0% 6,974 $567K
Vawter Financial, Ltd. 0.31% No change 6,761 $561K
Thoroughbred Financial Services, LLC 0.03% No change 6,703 $556K
Cary Street Partners Financial LLC 0.02% Add +3.2% 6,608 $548K
Foster Victor Wealth Advisors, LLC 0.04% No change 7,055 $544K
Summit Financial, LLC 0.01% Reduce -7.3% 6,383 $530K
Cary Street Partners Investment Advisory LLC 0.30% Add +2.1% 6,321 $525K
Smart Portfolios, LLC 0.57% No change 6,280 $521K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.4% 6,262 $520K
Callan Capital, LLC 0.04% Add +2.6% 6,237 $518K
Principal Securities, Inc. 0.01% No change 5,699 $515K
Atlas Brown,Inc. 0.18% Add +0.1% 6,182 $513K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -0.7% 6,178 $513K
Avestar Capital, LLC 0.05% Reduce -16.6% 6,157 $511K
Diversified Investment Strategies, LLC 0.35% Reduce -1.9% 6,134 $509K
Western Wealth Management, LLC 0.03% Add +2.8% 6,092 $506K
Beacon Pointe Advisors, LLC 0.01% Reduce -1.2% 6,061 $503K
Bill Few Associates, Inc. 0.18% Add +3.6% 6,009 $499K
Rovin Capital /Ut/ 0.16% Add +10.1% 5,985 $497K
Integrated Advisors Network LLC 0.02% Reduce -12.7% 5,904 $490K
Walled Lake Planning & Wealth Management, LLC 0.17% Add +3.5% 5,846 $485K
Leigh Baldwin & Co., LLC 0.39% Reduce -59.0% 5,803 $482K
Avior Wealth Management, LLC 0.02% Add +1.7% 5,787 $480K
TFB Advisors LLC 0.14% Reduce -6.6% 5,751 $477K
Financial Counselors Inc. 0.01% Reduce -2.2% 5,704 $473K
Private Trust Co. NA 0.05% Add +7.1% 5,644 $468K
Waverly Advisors, LLC 0.01% Reduce -2.9% 5,586 $464K
First City Capital Management, Inc. 0.28% Reduce -0.2% 5,548 $460K
Eagle Strategies LLC 0.08% Add +4.2% 5,502 $457K
EP Wealth Advisors, LLC 0.00% Add +65.1% 5,446 $452K
Towerpoint Wealth, LLC 0.22% Add +0.2% 5,431 $451K
Sandy Cove Advisors, LLC 0.18% Reduce -2.1% 5,376 $446K
Hudson Portfolio Management LLC 0.42% Reduce -2.7% 5,295 $439K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +0.0% 5,258 $436K
Fingerlakes Wealth Management, Inc. 0.37% Reduce -0.9% 5,241 $435K
Commonwealth Financial Services, LLC 0.09% No change 5,180 $430K
Laraway Financial Advisors Inc 0.34% Add +1.0% 5,085 $422K
Clear Creek Financial Management, LLC 0.04% Add +1.8% 5,074 $421K
Clearstead Advisors, LLC 0.01% No change 5,046 $419K
Flagship Private Wealth, LLC 0.20% Add +2.6% 5,019 $417K
Trilogy Capital Inc. 0.02% Reduce -0.2% 5,016 $416K
Tiller Private Wealth, Inc. 0.17% Reduce -6.9% 5,005 $415K
Texas Yale Capital Corp. 0.02% No change 4,956 $411K
Grant Private Wealth Management Inc 0.44% No change 4,933 $409K
GEN Financial Management, INC. 0.28% New 4,927 $409K
Essex Financial Services, Inc. 0.03% Add +0.0% 4,898 $407K
AE Wealth Management LLC 0.00% Reduce -12.4% 4,862 $403K
Level Four Advisory Services, LLC 0.02% Reduce -9.7% 4,799 $398K
Independent Advisor Alliance 0.01% Reduce -81.8% 4,640 $385K
Waldron Private Wealth LLC 0.02% No change 4,580 $380K
Falcon Wealth Planning 0.04% Reduce -2.7% 4,514 $375K
Navalign, LLC 0.11% Add +11.0% 4,461 $370K
Moloney Securities Asset Management, LLC 0.05% Reduce -51.3% 4,358 $362K
Founders Financial Securities LLC 0.03% Add +20.8% 4,474 $361K
Main Street Financial Solutions, LLC 0.03% Reduce -1.9% 4,348 $361K
Crescent Sterling, Ltd. 0.37% Add +0.8% 4,303 $357K
Fairscale Capital, LLC 0.32% Add +6.7% 4,294 $356K
Blair William & Co. 0.00% Add +9.1% 4,254 $353K
Valley Forge Investment Consultants Inc. Adv 0.13% Add +0.0% 4,233 $351K
Baker Tilly Wealth Management, LLC 0.14% Reduce -6.3% 4,232 $351K
Solutions 4 Wealth, Ltd 0.61% Add +2.2% 4,143 $344K
Allegiance Financial Group Advisory Services LLC 0.10% Add +0.3% 4,095 $340K
Urban Financial Advisory Corp 0.19% Reduce -32.4% 4,094 $340K
Cassaday & Co Wealth Management LLC 0.01% No change 4,076 $338K
Delta Capital Management LLC 0.20% No change 4,000 $332K
Comerica Bank 0.00% Reduce -36.4% 3,966 $329K
Horizon Investments, LLC 0.01% Add +13.8% 3,901 $324K
First Heartland Consultants, Inc. 0.03% Reduce -1.9% 3,865 $321K
Meridian Financial Advisors, LLC 0.22% Add +3.0% 3,858 $320K
Allworth Financial LP 0.00% Add +1.5% 3,947 $318K
AdvisorNet Financial, Inc 0.02% Reduce -0.1% 3,801 $316K
Brown Advisory Inc. 0.00% Add +7.6% 3,801 $315K
Sensible Money, LLC 0.13% Add +0.0% 3,794 $315K
WealthPLAN Partners, LLC 0.04% Reduce -17.4% 3,765 $312K
Cerity Partners LLC 0.00% Reduce -12.7% 3,758 $312K
Wealth Advisors Northwest LLC 0.20% Reduce -1.9% 3,752 $311K
D. E. Shaw & Co. 0.00% No change 3,744 $311K
Citadel Advisors 0.00% New 3,738 $310K
M3 Advisory Group, LLC 0.24% Reduce -0.5% 3,719 $309K
Stratos Wealth Advisors, LLC 0.02% Add +5.4% 3,703 $307K
Ackerman Capital Advisors, LLC 0.08% No change 3,681 $306K
Legacy Trust 0.07% No change 3,450 $286K
Destiny Capital Corp 0.19% Reduce -7.7% 3,316 $275K
LBMC Investment Advisors, LLC 0.02% Add +0.1% 3,293 $273K
Corient Private Wealth LP 0.00% Reduce -26.3% 3,270 $271K
Lowery Thomas, LLC 0.19% Reduce -17.7% 3,259 $271K
Rappaport Reiches Capital Management, LLC 0.07% No change 3,223 $268K
Glenview Trust Co 0.01% Add +0.8% 3,219 $267K
Prospera Financial Services Inc 0.01% Add +23.7% 3,162 $263K
BCGM Wealth Management, LLC 0.08% Add +0.3% 3,161 $262K
Quantinno Capital Management LP 0.00% New 3,158 $262K
Consolidated Portfolio Review Corp 0.04% Add +24.1% 3,124 $259K
Wrenne Financial Planning LLC 0.14% Reduce -23.5% 3,099 $257K
OneAscent Financial Services LLC 0.02% Add +14.6% 3,081 $256K
Wambolt & Associates, LLC 0.09% Reduce -9.7% 3,032 $252K
PNC Financial Services Group, Inc. 0.00% Add +194.6% 3,002 $249K
CVFG LLC 0.23% No change 3,000 $249K
Centerpoint Advisors, LLC 0.09% No change 2,997 $249K
Second Line Capital, LLC 0.06% Reduce -18.3% 2,986 $248K
HF Advisory Group, LLC 0.11% Reduce -3.6% 2,905 $241K
Jackson, Grant Investment Advisers, Inc. 0.09% Add +2.1% 2,867 $238K
Mascagni Wealth Management, Inc. 0.22% No change 2,702 $224K
HB Wealth Management, LLC 0.00% Add +7.9% 2,693 $224K
Rothschild Investment LLC 0.01% No change 2,657 $221K
Certior Financial Group, LLC 0.18% Reduce -24.3% 2,652 $220K
Fiduciary Family Office, LLC 0.07% New 2,608 $216K
Apollon Wealth Management, LLC 0.00% Add +2.4% 2,604 $216K
Orin Green Financial, LLC 0.10% New 2,805 $213K
Foundations Investment Advisors, LLC 0.00% Add +1.9% 2,535 $210K
Oppenheimer & Co. Inc. 0.00% New 2,534 $210K
American Money Management, LLC 0.04% No change 2,493 $207K
Rosenblum Silverman Sutton S F Inc. 0.06% Add +0.3% 2,477 $206K
Meridian Wealth Management, LLC 0.01% Reduce -3.9% 2,475 $205K
QTR Family Wealth, LLC 0.15% — 2,455 $204K
AQR Capital Management 0.00% New 2,451 $203K
Signaturefd, LLC 0.00% Add +0.1% 2,443 $203K
Bragg Financial Advisors, Inc 0.01% New 2,414 $200K
Capital Investment Advisory Services, LLC 0.02% Add +7.5% 2,392 $199K
SOA Wealth Advisors, LLC. 0.04% Add +0.2% 2,163 $180K
Glass Jacobson Investment Advisors llc 0.06% No change 1,972 $178K
Coldstream Capital Management Inc. 0.00% New 1,848 $153K
Integrity Financial Corp 0.09% Reduce -5.0% 1,846 $153K
First Horizon Advisors, Inc. 0.00% Add +192.9% 1,822 $151K
CoreCap Advisors, LLC 0.01% Add +4.1% 1,791 $149K
First Command Advisory Services, Inc. 0.00% No change 1,780 $148K
Glenmede Trust Co. NA 0.00% No change 1,658 $138K
Topsail Wealth Management, LLC 0.03% No change 1,597 $133K
N.E.W. Advisory Services LLC 0.01% New 1,468 $122K
Prudential PLC 0.00% Reduce -12.2% 1,440 $120K
Bogart Wealth, LLC 0.01% Add +0.4% 1,347 $112K
Spire Wealth Management 0.00% Reduce -97.2% 1,208 $100K
Ballast Advisors LLC 0.03% No change 1,115 $93K
Rialto Wealth Management, LLC 0.03% No change 1,087 $90K
Hollencrest Capital Management 0.00% No change 1,080 $90K
Financial Perspectives, Inc 0.03% No change 961 $80K
Lanark Financial, Inc. 0.01% — 910 $75K
Iron Horse Wealth Management, LLC 0.02% Add +40.1% 884 $73K
Tucker Asset Management LLC 0.02% Reduce -1.0% 822 $68K
O'shaughnessy Asset Management, LLC 0.00% Add +117.0% 792 $66K
DHJJ Financial Advisors, Ltd. 0.02% No change 728 $60K
Beacon Capital Management, LLC 0.01% Add +0.3% 675 $56K
Bellwether Advisors, LLC 0.01% No change 651 $54K
Wealth Advisors of Tampa Bay, LLC 0.02% New 640 $53K
Gen-Wealth Partners Inc 0.02% Reduce -10.9% 586 $49K
JFS Wealth Advisors, LLC 0.00% Add +0.2% 527 $44K
Smartleaf Asset Management LLC 0.00% Add +2988.2% 525 $43K
Plante Moran Financial Advisors, LLC 0.00% Reduce -4.4% 482 $40K
Robinswood Financial LLC 0.01% Add +51.4% 477 $40K
Synergy Investment Management, LLC 0.02% Add +153.2% 476 $40K
IMG Wealth Management, Inc. 0.03% Reduce -14.1% 462 $38K
HM Payson & Co. 0.00% No change 440 $37K
Valley National Advisers Inc. 0.01% New 400 $33K
Tsfg, LLC 0.01% No change 368 $31K
Kiker Wealth Management, LLC 0.02% New 350 $29K
Franklin Resources Inc. 0.00% No change 350 $29K
Creekmur Asset Management LLC 0.01% No change 322 $27K
Christopher J. Hasenberg, Inc 0.01% Reduce -20.8% 317 $26K
Global Financial Private Client, LLC 0.01% No change 308 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -13.3% 300 $25K
Lindbrook Capital, LLC 0.00% No change 300 $25K
Glassman Wealth Services 0.00% No change 296 $25K
Pension & Wealth Management Advisors, Inc. 0.01% No change 270 $22K
Founders Capital Management 0.01% No change 255 $21K
NBT Bank, N.A. 0.00% Reduce -40.6% 246 $20K
Westside Investment Management, Inc. 0.00% No change 228 $19K
Pineridge Advisors LLC 0.01% No change 226 $19K
Laurel Wealth Advisors LLC 0.00% No change 223 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -9.7% 223 $19K
Park Place Capital Corp 0.00% No change 220 $18K
Tidemark, LLC 0.01% Reduce -10.3% 217 $18K
Lowe Wealth Advisors, LLC 0.01% No change 214 $18K
MPWM Advisory Solutions, LLC 0.01% Reduce -5.8% 212 $18K
Bridge Generations Wealth Management LLC 0.01% New 212 $18K
Russell Investments Group, Ltd. 0.00% Add +277.8% 204 $17K
Allspring Global Investments Holdings, LLC 0.00% New 200 $17K
Ameriflex Group, Inc. 0.01% Add +19300.0% 194 $16K
Arax Advisory Partners 0.00% No change 185 $15K
TD Capital Management LLC 0.00% Add +0.6% 184 $15K
Legacy Wealth Managment, LLC 0.01% No change 183 $15K
IFP Advisors, Inc 0.00% Add +9.4% 175 $15K
IAG Wealth Partners, LLC 0.00% Add +69.7% 168 $14K
Transce3nd, LLC 0.01% No change 156 $13K
Quest 10 Wealth Builders, Inc. 0.01% No change 140 $12K
Eastern Bank 0.00% No change 139 $12K
Tradewinds Capital Management, LLC 0.00% No change 136 $11K
Noble Wealth Management PBC 0.01% No change 136 $11K
UMB Bank, n.a. 0.00% No change 132 $11K
Murphy & Mullick Capital Management Corp 0.01% No change 125 $10K
Simplex Trading, LLC 0.00% Add +712.5% 130 $10K
Hughes Financial Services, LLC 0.00% New 118 $10K
Cherry Tree Wealth Management, LLC 0.00% No change 118 $10K
Realta Investment Advisors 0.00% Reduce -52.1% 100 $8K
McIlrath & Eck, LLC 0.00% No change 100 $8K
Compass Financial Services Inc 0.00% New 97 $8K
Phillips Financial Management, LLC 0.00% No change 96 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 93 $8K
Ulland Investment Advisors, LLC 0.01% No change 90 $7K
Brooklyn Investment Group 0.00% New 82 $7K
Abound Financial, LLC 0.00% New 81 $7K
Paladin Advisory Group, LLC 0.01% Reduce -8.1% 80 $7K
Adirondack Trust Co. 0.00% No change 75 $6K
Kozak & Associates, Inc. 0.00% Add +15.4% 75 $6K
Hager Investment Management Services, LLC 0.00% No change 65 $5K
Crewe Advisors LLC 0.00% No change 61 $5K
Trust Co. of Vermont 0.00% New 53 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 51 $4K
Valued Wealth Advisors LLC 0.00% Reduce -61.9% 45 $4K
Brown Brothers Harriman & Co. 0.00% Reduce -66.7% 40 $3K
CIBC Private Wealth Group LLC 0.00% No change 45 $3K
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% No change 30 $2K
Rosenberg Matthew Hamilton 0.00% No change 25 $2K
Orion Capital Management LLC 0.00% No change 24 $2K
PFG Private Wealth Management, LLC 0.00% No change 21 $2K
GPS Wealth Strategies Group, LLC 0.00% Reduce -88.5% 20 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 20 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 19 $2K
FWL Investment Management, LLC 0.00% No change 17 $1K
Golden State Wealth Management, LLC 0.00% Reduce -86.3% 16 $1K
Binnacle Investments Inc 0.00% — 12 $996
Central Pacific Bank - Trust Division 0.00% No change 12 $996
Aspect Partners, LLC 0.00% New 11 $913
Capital A Wealth Management, LLC 0.00% Reduce -37.5% 10 $830
Wilmington Savings Fund Society, FSB 0.00% No change 9 $747
Spurstone Advisory Services, LLC 0.01% New 4 $332
Sunbelt Securities, Inc. 0.00% New 4 $332
Sound Income Strategies, LLC 0.00% No change 4 $332
Global Wealth Strategies & Associates 0.00% New 2 $166

"% 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.