SS SPDR S&P 600 SC GR ETFSLYGETF

13F holders, Q2 2025 (June 30)
484holders +22
47new positions
29sold out
4famous investors
$88.55avg. 13F price*

At the end of Q2 2025, 484 institutions reported holding SS SPDR S&P 600 SC GR ETF (SLYG) in their 13F filings, up 22 from Q1 2025. 47 opened new positions and 29 sold out. The largest holders were LPL Financial LLC ($304.7M), Bank of America Corp. ($163.3M) and Financial Engines Advisors L.L.C. ($116.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P 600 SC GR ETF
Filed as
SPDR SERIES TRUST (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions47$55.9M
Exits29$22.3M

All 13F filers, Q1 2025 → Q2 2025: 3,011,577 shares bought and 5,212,740 shares sold, net −2,201,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 484 holders

LPL Financial LLC 0.10% Add +37.1% 3,433,162 $304.7M
Bank of America Corp. 0.01% Add +4.5% 1,839,618 $163.3M
Financial Engines Advisors L.L.C. 0.23% Add +3.2% 1,307,624 $116.1M
Ameriprise Financial Inc. 0.02% Add +1.5% 999,347 $88.6M
Morgan Stanley 0.00% Reduce -1.8% 716,965 $63.6M
NorthRock Partners, LLC 1.55% Add +4.7% 669,084 $59.4M
Diversified Enterprises, LLC 3.16% Add +5.2% 476,985 $42.3M
Rodgers & Associates, LTD 4.04% Add +4.1% 413,898 $36.7M
Wells Fargo & Company 0.01% Add +27.5% 375,499 $33.3M
HighTower Advisors, LLC 0.04% Add +4.3% 365,093 $32.4M
Savant Capital, LLC 0.21% Add +2.5% 330,086 $29.3M
FAS Wealth Partners, Inc. 2.09% Add +6.8% 318,280 $28.2M
UBS Group AG 0.01% Add +6.2% 316,846 $28.1M
Equitable Holdings, Inc. 0.23% Add +33.5% 307,958 $27.3M
Cetera Investment Advisers 0.05% Add +19.6% 304,235 $27.0M
Osaic Holdings, Inc. 0.05% Add +0.1% 286,918 $25.5M
Krilogy Financial LLC 1.45% Add +5.1% 285,044 $25.3M
Avantax Planning Partners, Inc. 0.76% Reduce -24.7% 271,280 $24.1M
Raymond James Financial Inc. 0.01% Add +9.4% 247,628 $22.0M
Commonwealth Equity Services, LLC 0.03% Reduce -6.7% 243,460 $21.6M
GHP Investment Advisors, Inc. 0.95% Add +1.7% 241,820 $21.5M
Aire Advisors, LLC 3.82% Reduce -0.8% 222,368 $19.7M
Fortitude Financial, LLC 16.45% New 254,647 $18.5M
Mariner, LLC 0.03% Add +19.3% 206,710 $18.3M
Klingman & Associates, LLC 1.00% Add +14.0% 204,846 $18.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +26.0% 201,466 $17.9M
Convergence Financial, LLC 2.93% Reduce -17.9% 191,830 $17.0M
Cwm, LLC 0.06% Add +59.0% 188,979 $16.8M
First National Trust Co 0.60% Add +6.4% 180,109 $16.0M
Tiaa Trust, National Association 0.04% Add +3.4% 179,137 $15.9M
Shakespeare Wealth Management, LLC 4.06% Add +4.3% 171,586 $15.2M
Envestnet Asset Management Inc. 0.00% Add +11.0% 164,126 $14.6M
KWB Wealth 1.76% Reduce -8.8% 174,467 $14.5M
Grey Fox Wealth Advisors, LLC 3.26% Add +6.1% 153,932 $13.7M
Private Advisor Group, LLC 0.07% Reduce -23.8% 141,086 $12.5M
Optimist Retirement Group LLC 5.63% Add +0.9% 132,382 $11.7M
WCG Wealth Advisors LLC 0.75% Add +8.7% 131,392 $11.7M
Jones Financial Companies LLLP 0.01% Reduce -4.8% 130,792 $11.6M
Csenge Advisory Group 0.59% Add +0.9% 130,841 $11.2M
Assetmark, Inc. 0.03% Reduce -38.3% 124,227 $11.0M
Roberts Financial Services LLC 3.70% Reduce -47.4% 120,797 $10.7M
Victory Financial Group, LLC 1.60% Add +19.9% 113,899 $10.1M
Balanced Wealth Group LLC 4.38% Add +13.0% 113,208 $10.1M
Mather Group, Llc. 0.10% Reduce -9.8% 107,602 $9.5M
Rainey & Randall Wealth Advisors Inc. 1.69% Reduce -1.6% 104,136 $9.2M
Wealthcare Advisory Partners LLC 0.20% Add +6.7% 97,806 $8.7M
Forbes Financial Planning, Inc. 5.80% Reduce -7.2% 96,775 $8.6M
BIP Wealth, LLC 0.51% Add +3.3% 93,132 $8.3M
O'Dell Group, LLC 1.99% Add +2.8% 89,865 $8.0M
Mutual Advisors, LLC 0.19% Add +13.3% 86,082 $7.8M
MAI Capital Management 0.05% Add +2.7% 87,400 $7.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.4% 83,359 $7.6M
Strategic Financial Concepts, LLC 1.05% Add +791.6% 84,129 $7.5M
Strategies Wealth Advisors, LLC 0.80% Add +62.8% 82,080 $7.3M
Tradition Wealth Management, LLC 0.57% Reduce -3.8% 81,009 $7.2M
Truist Financial Corp. 0.01% Reduce -35.8% 80,534 $7.1M
Key Financial Inc 1.41% Reduce -6.8% 79,176 $7.0M
Avantax Advisory Services, Inc. 0.04% Add +16.9% 77,643 $6.9M
Marietta Wealth Management, LLC 0.90% Add +6.1% 77,469 $6.9M
Financial Strategies Group, Inc. 1.39% Add +4.8% 73,280 $6.6M
Compton Financial Group, LLC 1.72% New 74,723 $6.6M
Integrity Wealth Solutions LLC 3.22% Add +4.7% 74,347 $6.6M
Focus Partners Wealth 0.01% Add +230.5% 73,934 $6.6M
HRC Wealth Management, LLC 3.44% Add +3.0% 72,713 $6.5M
Baird Financial Group, Inc. 0.01% Add +1.9% 71,171 $6.3M
Aptus Capital Advisors, LLC 0.06% Add +11.7% 67,727 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -11.5% 67,598 $6.0M
Gibbs Wealth Management 1.16% Add +32.9% 67,564 $6.0M
Fragasso Financial Advisors Inc 0.40% Add +107.0% 67,245 $6.0M
Goldman Sachs Group Inc. 0.00% Add +40.3% 66,153 $5.9M
Integrated Wealth Concepts LLC 0.06% Add +17.7% 65,239 $5.8M
Blue Barn Wealth, LLC 2.71% Add +11.5% 64,931 $5.8M
MML Investors Services, LLC 0.02% Add +58.5% 62,973 $5.6M
Financial Security Advisor, Inc. 1.27% Reduce -2.7% 62,246 $5.5M
Citigroup Inc. 0.00% Reduce -97.6% 61,230 $5.4M
WealthShield Partners, LLC 0.65% Add +12.2% 60,301 $5.4M
Cerro Pacific Wealth Advisors LLC 1.48% Add +28.9% 59,996 $5.3M
Mercer Global Advisors Inc. 0.01% Reduce -47.4% 59,895 $5.3M
ERn Financial, LLC 1.11% Reduce -18.1% 59,265 $5.3M
Graney & King, LLC 3.46% Add +8.8% 58,039 $5.2M
Leicht Financial Planning & Wealth Management, Inc. 2.44% New 57,837 $5.1M
McAdam, LLC 0.28% Add +8.6% 56,999 $5.1M
Portside Wealth Group, LLC 0.73% Add +6.0% 55,728 $4.9M
Signet Financial Management, LLC 0.61% Reduce -4.9% 55,051 $4.9M
Pacific Sun Financial Corp 2.52% Reduce -2.4% 54,440 $4.8M
Creative Planning 0.00% Add +1.9% 53,019 $4.7M
Kingsview Wealth Management, LLC 0.08% Add +0.6% 52,395 $4.7M
Interactive Financial Advisors, Inc. 2.25% Reduce -3.7% 52,054 $4.6M
Leslie Global Wealth, LLC 2.44% Add +8.2% 51,364 $4.6M
Barrett & Company, Inc. 1.69% Reduce -1.5% 50,663 $4.5M
Susquehanna International Group, LLP 0.01% New 50,558 $4.5M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -4.7% 50,382 $4.5M
Waller Financial Planning Group, Inc. 1.05% Add +24.9% 48,860 $4.3M
New England Capital Financial Advisors LLC 1.98% Add +8.4% 48,759 $4.3M
Summit Wealth Group LLC / Co. 1.09% — 48,721 $4.3M
J.W. Cole Advisors, Inc. 0.09% Add +3.1% 47,411 $4.2M
Moneco Advisors, LLC 0.39% Add +10.7% 47,397 $4.2M
Geneos Wealth Management Inc. 0.10% Add +12.7% 47,248 $4.2M
Goldstone Financial Group, LLC 0.55% Reduce -4.0% 45,591 $4.1M
Redwood Investment Management, LLC 0.43% Add +24.3% 46,189 $4.1M

"% 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 484 holders