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
Signature Estate & Investment Advisors LLC 0.09% Reduce -13.9% 45,259 $4.0M
Marathon Mission, Inc. 2.53% Add +8.8% 44,847 $4.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.1% 43,516 $3.9M
Royal Bank of Canada 0.00% Add +23.1% 42,421 $3.8M
Probity Advisors, Inc. 0.64% Add +4.5% 40,890 $3.6M
PFG Advisors 0.17% New 40,356 $3.6M
Councilor Wealth, LLC 1.60% Reduce -6.6% 38,500 $3.4M
Steward Partners Investment Advisory, LLC 0.03% Reduce -38.2% 38,452 $3.4M
Bristlecone Advisors, LLC 0.28% Reduce -6.8% 38,097 $3.4M
Chicago Partners Investment Group LLC 0.09% Add +12.3% 35,037 $3.2M
Midwest Financial Group LLC 1.63% Add +14.2% 34,839 $3.1M
Prestige Wealth Management Group LLC 0.63% Add +1.1% 34,759 $3.1M
Dakota Wealth Management 0.06% Reduce -9.9% 33,487 $3.0M
Kingswood Wealth Advisors, LLC 0.23% Add +6.6% 32,965 $2.9M
Perennial Investment Advisors, LLC 0.28% Reduce -4.7% 32,275 $2.9M
CarsonAllaria Wealth Management, Ltd. 1.53% Reduce -3.1% 32,253 $2.9M
Stillwater Capital Advisors, LLC 0.36% Add +2.6% 32,207 $2.9M
Harbour Investments, Inc. 0.07% Add +2.4% 32,188 $2.9M
Brady Martz Wealth Solutions, LLC 0.55% Reduce -14.9% 32,051 $2.8M
GEN Financial Management, INC. 2.32% Add +550.0% 32,028 $2.8M
Moneta Group Investment Advisors LLC 0.03% Add +4.2% 31,606 $2.8M
Townsquare Capital LLC 0.27% Reduce -97.0% 31,228 $2.8M
D.A. Davidson & Co. 0.02% Reduce -15.1% 30,162 $2.7M
Mosaic Family Wealth Partners, LLC 0.33% Add +42.3% 29,335 $2.6M
Tme Financial, Inc. 2.08% New 29,029 $2.6M
Prosperity Consulting Group, LLC 0.19% Reduce -5.6% 28,870 $2.6M
Capital Analysts, LLC 0.08% Add +215.1% 28,560 $2.5M
Pathstone Holdings, LLC 0.01% Reduce -18.2% 27,770 $2.5M
Wealth Watch Advisors, INC 1.40% New 27,299 $2.4M
Sage Financial Group Inc. 0.18% Add +4.9% 26,789 $2.4M
Focus Financial Network, Inc. 0.09% Reduce -4.3% 26,599 $2.4M
Whitegate Investment Counselors, Inc. 0.80% Reduce -0.7% 26,568 $2.4M
Gladstone Institutional Advisory LLC 0.10% Add +8.9% 26,368 $2.3M
Abound Financial, LLC 1.02% Add +32101.2% 26,083 $2.3M
Brookstone Capital Management 0.03% Add +1.9% 24,210 $2.1M
M&T Bank Corp 0.01% Reduce -8.0% 24,075 $2.1M
Advisor OS, LLC 0.21% New 23,670 $2.1M
Pinnacle Financial Partners Inc 0.04% Reduce -53.4% 23,261 $2.1M
IHT Wealth Management, LLC 0.06% Reduce -3.5% 23,117 $2.1M
Copia Wealth Management 1.70% Add +8.6% 22,723 $2.0M
Capital Square, LLC 1.07% Reduce -2.1% 22,163 $2.0M
American Financial & Tax Strategies Inc. 1.00% Add +1.5% 21,874 $1.9M
Koss-Olinger Consulting, LLC 0.16% Reduce -16.2% 21,447 $1.9M
Parkside Financial Bank & Trust 0.20% Add +72.6% 21,371 $1.9M
Denver Wealth Management, Inc. 0.78% Reduce -5.6% 21,288 $1.9M
Barden Capital Management, Inc. 1.65% Reduce -0.5% 21,162 $1.9M
Droms Strauss Advisors Inc. /Mo/ 0.57% Add +52.4% 20,967 $1.9M
Stonebridge Wealth Management, LLC 1.76% — 20,509 $1.8M
Citadel Advisors 0.00% Add +445.1% 20,375 $1.8M
Global Retirement Partners, LLC 0.04% — 20,158 $1.8M
Larson Financial Group LLC 0.07% Reduce -4.9% 20,060 $1.8M
TAGStone Capital, Inc. 0.73% Add +3.8% 19,729 $1.8M
Idaho Trust Co 0.63% Reduce -0.8% 19,834 $1.8M
Inman Jager Wealth Management, LLC 1.19% Add +30.4% 19,806 $1.8M
UNIVEST FINANCIAL Corp 0.10% Reduce -33.1% 19,501 $1.7M
Palisades Hudson Asset Management, L.P. 0.67% Add +9.1% 19,375 $1.7M
Quantum Portfolio Management LLC 0.81% Add +2.8% 19,065 $1.7M
Dynamic Financial Group 1.61% Add +21.9% 18,864 $1.7M
Financial Advisors Network, Inc. 0.25% Reduce -0.3% 18,824 $1.7M
Tobias Financial Advisors, Inc. 0.28% Reduce -2.0% 18,571 $1.6M
Partners in Financial Planning 0.30% Add +71.1% 18,483 $1.6M
Diligent Investors, LLC 0.38% Reduce -1.3% 18,118 $1.6M
Total Wealth Planning, LLC 0.20% Add +29.9% 18,004 $1.6M
Ignite Planners, LLC 0.28% Add +2.9% 17,689 $1.6M
Quent Capital, LLC 0.15% Reduce -4.6% 17,732 $1.6M
Merit Financial Group, LLC 0.02% Reduce -3.9% 17,629 $1.6M
Flagship Harbor Advisors, LLC 0.07% New 17,596 $1.6M
Captrust Financial Advisors 0.00% Reduce -3.5% 17,328 $1.5M
Florida Financial Advisors, LLC 0.36% Reduce -18.8% 16,517 $1.5M
Twelve Points Wealth Management LLC 0.39% Reduce -8.2% 16,514 $1.5M
Courage Miller Partners, LLC 0.46% Add +9.2% 16,430 $1.5M
JNBA Financial Advisors 0.14% Reduce -26.6% 16,394 $1.5M
&partners 0.01% Reduce -3.4% 16,265 $1.4M
Freedom Investment Management, Inc. 0.11% Reduce -3.3% 15,878 $1.4M
World Investment Advisors 0.03% No change 15,787 $1.4M
Indie Asset Partners, LLC 2.39% Reduce -7.4% 14,780 $1.3M
Good Life Advisors, LLC 0.08% Add +21.9% 14,700 $1.3M
LTG Capital LLC 1.11% Reduce -5.4% 14,650 $1.3M
Haverford Trust Co 0.01% Reduce -20.5% 14,492 $1.3M
Jane Street Group, LLC 0.00% Add +1.7% 14,186 $1.3M
Connecticut Wealth Management, LLC 0.06% Reduce -1.2% 14,180 $1.3M
Investors Research Corp 0.24% Reduce -0.5% 14,042 $1.2M
LexAurum Advisors, LLC 0.20% Add +3.7% 14,012 $1.2M
Burney Co./ 0.04% Reduce -29.0% 13,969 $1.2M
Arete Wealth Advisors, LLC 0.09% Add +3.3% 13,847 $1.2M
Motive Wealth Advisors 0.56% Add +30.5% 13,754 $1.2M
Snowden Capital Advisors LLC 0.04% Add +3.2% 13,437 $1.2M
Financial Advocates Investment Management 0.10% Add +14.5% 14,241 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -0.0% 13,280 $1.2M
Octavia Wealth Advisors, LLC 0.13% Reduce -9.2% 12,936 $1.1M
Great Valley Advisor Group, Inc. 0.03% Add +0.6% 12,907 $1.1M
Stifel Financial Corp. 0.00% Reduce -96.0% 12,799 $1.1M
One Capital Management, LLC 0.04% Reduce -1.2% 12,547 $1.1M
Keeler & Nadler Financial Planning & Wealth Management 0.44% Add +0.3% 12,424 $1.1M
Friday Financial 0.56% Reduce -8.8% 12,385 $1.1M
FMR LLC 0.00% Add +0.5% 11,903 $1.1M
YHB Investment Advisors, Inc. 0.08% Add +0.3% 11,392 $1.0M
Occidental Asset Management, LLC 0.14% Add +7.7% 11,227 $996K
Confluence Wealth Services, Inc. 0.05% Reduce -1.4% 11,136 $988K
Visionary Wealth Advisors 0.05% Reduce -24.9% 10,930 $970K
Strategic Advocates LLC 0.29% Reduce -2.4% 10,908 $968K
Payne Capital Management, LLC 0.37% Add +44.0% 10,775 $956K
Capital Squared Financial LLC 1.09% — 10,502 $932K
PSI Advisors, LLC 0.46% Reduce -0.2% 10,489 $931K
Atria Wealth Solutions, Inc. 0.02% Reduce -45.4% 10,310 $919K
Connors Investor Services Inc. 0.08% Reduce -0.4% 10,255 $910K
Stevens Capital Partners 0.33% Add +11.7% 10,160 $910K
Tower Research Capital LLC (TRC) 0.02% New 10,046 $892K
Orion Porfolio Solutions, LLC 0.01% Reduce -7.0% 10,044 $891K
Alliance Wealth Advisors, LLC 0.21% Add +6.1% 10,037 $891K
Ameritas Advisory Services, LLC 0.05% Reduce -29.9% 9,968 $885K
Norden Group LLC 0.10% Add +24.1% 9,939 $882K
Keystone Wealth Services, LLC 0.21% Reduce -1.5% 9,816 $871K
Financial Network Wealth Advisors LLC 1.03% Reduce -5.7% 9,519 $845K
Western Wealth Management, LLC 0.05% Add +54.9% 9,439 $838K
MidAtlantic Capital Management, Inc. 0.59% Add +0.6% 9,351 $830K
Comprehensive Financial Consultants Institutional, Inc. 0.27% Reduce -10.9% 9,329 $828K
Midwest Trust Co 0.01% — 9,196 $816K
Vance Wealth, LLC 0.27% Reduce -10.4% 8,915 $791K
Salomon & Ludwin, LLC 0.08% Add +12.2% 8,647 $781K
Sanctuary Advisors, LLC 0.00% Reduce -0.7% 8,799 $781K
Sigma Planning Corp 0.02% Reduce -10.7% 8,650 $768K
Topel & Distasi Wealth Management, LLC 0.40% No change 8,603 $764K
Private Trust Co. NA 0.07% Add +52.2% 8,588 $762K
OneDigital Investment Advisors LLC 0.01% Reduce -0.2% 8,528 $757K
CWA Asset Management Group, LLC 0.03% Reduce -3.1% 8,524 $757K
IFG Advisory, LLC 0.04% New 8,498 $754K
NewEdge Advisors, LLC 0.00% Add +18.2% 8,185 $726K
Kestra Advisory Services, LLC 0.00% Add +15.7% 8,169 $725K
United Capital Financial Advisors, LLC 0.01% Reduce -12.0% 8,080 $717K
JPMorgan Chase & Co. 0.00% Reduce -60.5% 8,028 $713K
CENTRAL TRUST Co 0.02% Reduce -0.3% 7,994 $709K
Ieq Capital, LLC 0.00% Reduce -32.1% 7,975 $708K
Asset Dedication, LLC 0.05% Reduce -1.6% 7,632 $677K
Inspirion Wealth Advisors, LLC 0.09% No change 7,592 $674K
Bill Few Associates, Inc. 0.19% Add +24.1% 7,460 $662K
Wealthspire Advisors, LLC 0.00% Reduce -0.7% 7,394 $656K
Tritonpoint Wealth, LLC 0.06% Reduce -44.8% 7,386 $656K
Cary Street Partners Investment Advisory LLC 0.32% Add +16.3% 7,354 $653K
Foster Victor Wealth Advisors, LLC 0.04% Add +0.2% 7,067 $641K
Comerica Bank 0.00% Add +81.1% 7,182 $637K
Wrapmanager Inc. 0.15% Reduce -2.5% 7,064 $627K
Winthrop Capital Management, LLC 0.16% Reduce -2.9% 7,030 $624K
Trilogy Capital Inc. 0.03% Add +36.9% 6,868 $610K
US Bancorp \de 0.00% Reduce -2.2% 6,845 $607K
Beacon Pointe Advisors, LLC 0.01% Add +11.8% 6,777 $601K
Slagle Financial, LLC 0.24% New 6,698 $594K
Smart Portfolios, LLC 0.58% Add +3.7% 6,510 $578K
Summit Financial, LLC 0.01% No change 6,383 $566K
Principal Securities, Inc. 0.01% Add +11.3% 6,344 $563K
Atlas Brown,Inc. 0.18% Add +0.6% 6,216 $552K
Farther Finance Advisors, LLC 0.01% Reduce -13.1% 6,162 $547K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -0.3% 6,158 $547K
Rovin Capital /Ut/ 0.16% Add +2.3% 6,122 $543K
Bank of Montreal 0.00% Reduce -41.9% 6,109 $542K
Wallace Advisory Group, LLC 0.39% Reduce -0.9% 6,469 $537K
Independent Advisor Alliance 0.02% Add +30.1% 6,039 $536K
Diversified Investment Strategies, LLC 0.36% Reduce -1.6% 6,039 $536K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.2% 5,998 $532K
Integrated Advisors Network LLC 0.02% Reduce -0.8% 5,858 $520K
Leigh Baldwin & Co., LLC 0.34% Add +0.3% 5,820 $517K
Eagle Strategies LLC 0.08% Add +5.5% 5,802 $515K
Clear Creek Financial Management, LLC 0.05% Add +12.9% 5,729 $508K
TFB Advisors LLC 0.13% Reduce -2.3% 5,621 $499K
Renaissance Technologies 0.00% New 5,600 $497K
Avior Wealth Management, LLC 0.02% Reduce -4.1% 5,549 $492K
Waverly Advisors, LLC 0.01% Reduce -1.8% 5,486 $487K
First City Capital Management, Inc. 0.28% Reduce -1.8% 5,448 $484K
Towerpoint Wealth, LLC 0.21% Add +0.2% 5,444 $483K
Commonwealth Financial Services, LLC 0.09% No change 5,180 $460K
Cary Street Partners Financial LLC 0.01% Reduce -22.0% 5,153 $457K
Fingerlakes Wealth Management, Inc. 0.34% Reduce -2.0% 5,137 $456K
Founders Financial Securities LLC 0.03% Add +14.2% 5,109 $453K
Urban Financial Advisory Corp 0.23% Add +24.7% 5,107 $453K
Flagship Private Wealth, LLC 0.19% Add +1.5% 5,095 $452K
Clearstead Advisors, LLC 0.01% Reduce -0.2% 5,035 $447K
Hudson Portfolio Management LLC 0.42% Reduce -5.3% 5,015 $445K
Walled Lake Planning & Wealth Management, LLC 0.14% Reduce -14.8% 4,981 $442K
Texas Yale Capital Corp. 0.01% No change 4,956 $440K
Sandy Cove Advisors, LLC 0.16% Reduce -8.7% 4,909 $436K
Scott Marsh Financial, LLC 0.16% — 4,880 $433K
Essex Financial Services, Inc. 0.03% Reduce -0.6% 4,871 $432K
Horizon Investments, LLC 0.01% Add +23.9% 4,832 $429K
Diversify Advisory Services, LLC 0.02% Reduce -48.6% 4,659 $429K
Laraway Financial Advisors Inc 0.32% Reduce -6.9% 4,735 $420K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -10.4% 4,709 $418K
Waldron Private Wealth LLC 0.02% No change 4,580 $406K
IAG Wealth Partners, LLC 0.05% Add +2611.9% 4,556 $404K
Fairscale Capital, LLC 0.29% Add +5.5% 4,532 $404K
Tiller Private Wealth, Inc. 0.15% Reduce -10.8% 4,465 $397K
EP Wealth Advisors, LLC 0.00% Reduce -19.4% 4,392 $390K
Blair William & Co. 0.00% Add +2.8% 4,375 $388K
Allegiance Financial Group Advisory Services LLC 0.10% Add +2.5% 4,198 $373K
Bishop & Co Investment Management, LLC 0.13% New 4,138 $367K
Belvedere Trading LLC 0.03% New 4,100 $364K
Benjamin Edwards Inc. 0.00% Reduce -98.4% 4,093 $363K
Cassaday & Co Wealth Management LLC 0.01% No change 4,076 $362K
Falcon Wealth Planning 0.04% Reduce -10.7% 4,032 $358K
Meridian Financial Advisors, LLC 0.23% Add +4.5% 4,031 $358K
Moloney Securities Asset Management, LLC 0.04% Reduce -7.5% 4,030 $358K
Delta Capital Management LLC 0.20% No change 4,000 $355K
Wealth Advisors Northwest LLC 0.18% Add +4.4% 3,917 $348K
First Heartland Consultants, Inc. 0.03% Add +0.1% 3,869 $343K
Sensible Money, LLC 0.13% Add +1.7% 3,857 $342K
AdvisorNet Financial, Inc 0.02% Add +1.4% 3,854 $342K
Stratos Wealth Advisors, LLC 0.02% Add +4.0% 3,851 $342K
Brown Advisory Inc. 0.00% No change 3,801 $337K
Calton & Associates, Inc. 0.06% New 3,799 $337K
Allworth Financial LP 0.00% Reduce -4.7% 3,761 $334K
D. E. Shaw & Co. 0.00% No change 3,744 $332K
M3 Advisory Group, LLC 0.23% Reduce -0.3% 3,708 $329K
Ackerman Capital Advisors, LLC 0.08% Reduce -0.8% 3,652 $324K
AQR Capital Management 0.00% Add +48.9% 3,649 $324K
AE Wealth Management LLC 0.00% Reduce -25.9% 3,604 $320K
Lowery Thomas, LLC 0.20% Add +9.5% 3,569 $317K
Quantinno Capital Management LP 0.00% Add +12.7% 3,558 $316K
Triangle Securities Wealth Management 0.08% New 3,488 $310K
Simplex Trading, LLC 0.01% Add +2585.4% 3,491 $309K
Future Fund LLC 0.14% New 3,432 $305K
Net Worth Advisory Group 0.07% New 3,401 $302K
Cerity Partners LLC 0.00% Reduce -10.2% 3,375 $300K
Crescent Sterling, Ltd. 0.33% Reduce -21.8% 3,366 $299K
Consolidated Portfolio Review Corp 0.04% Add +7.0% 3,343 $297K
Destiny Capital Corp 0.18% Add +0.2% 3,324 $295K
Prospera Financial Services Inc 0.01% Add +5.0% 3,321 $295K
LBMC Investment Advisors, LLC 0.02% Add +0.2% 3,299 $293K
Valley Forge Investment Consultants Inc. Adv 0.09% Reduce -22.4% 3,284 $291K
Corient Private Wealth LP 0.00% Reduce -1.9% 3,209 $285K
BLVD Private Wealth, LLC 0.27% — 3,205 $284K
One Day In July LLC 0.03% New 3,200 $284K
Glenview Trust Co 0.00% Reduce -1.4% 3,175 $282K
Bragg Financial Advisors, Inc 0.01% Add +30.1% 3,140 $279K
HF Advisory Group, LLC 0.11% Add +7.8% 3,131 $278K
Baker Tilly Wealth Management, LLC 0.10% Reduce -26.7% 3,103 $275K
Rosenblum Silverman Sutton S F Inc. 0.07% Add +24.8% 3,092 $274K
Foundations Investment Advisors, LLC 0.00% Add +21.9% 3,090 $274K
CVFG LLC 0.21% No change 3,000 $266K
Wrenne Financial Planning LLC 0.12% Reduce -3.5% 2,989 $265K
Second Line Capital, LLC 0.06% Add +0.1% 2,988 $265K
PNC Financial Services Group, Inc. 0.00% Reduce -2.4% 2,931 $260K
Jackson, Grant Investment Advisers, Inc. 0.09% Add +0.3% 2,875 $255K
Prime Capital Investment Advisors, LLC 0.00% Reduce -83.4% 2,823 $251K
Orin Green Financial, LLC 0.11% No change 2,805 $249K
Savvy Advisors, Inc. 0.02% New 2,768 $246K
Sovran Advisors, LLC 0.03% New 2,699 $243K
Mascagni Wealth Management, Inc. 0.20% Reduce -1.1% 2,673 $237K
Navalign, LLC 0.07% Reduce -40.4% 2,660 $236K
Rothschild Investment LLC 0.01% No change 2,657 $236K
BCGM Wealth Management, LLC 0.07% Reduce -16.2% 2,648 $235K
Koshinski Asset Management, Inc. 0.02% New 2,640 $234K
Aviso Wealth Management 0.11% New 2,610 $232K
Fiduciary Family Office, LLC 0.08% No change 2,608 $231K
Apollon Wealth Management, LLC 0.00% Reduce -0.1% 2,601 $231K
WealthPLAN Partners, LLC 0.04% Reduce -31.3% 2,586 $230K
Jentner Corp 0.06% New 2,548 $226K
Northern Trust Corp. 0.00% New 2,501 $222K
Independent Financial Group, LLC 0.01% New 2,485 $221K
Wambolt & Associates, LLC 0.07% Reduce -19.6% 2,438 $218K
Solutions 4 Wealth, Ltd 0.36% Reduce -41.1% 2,442 $217K
Altura Wealth Advisors Inc. 0.12% New 2,433 $216K
Avestar Capital, LLC 0.02% Reduce -60.7% 2,418 $215K
Capital Investment Advisory Services, LLC 0.02% Add +0.2% 2,396 $213K
Everhart Financial Group, Inc. 0.02% New 2,367 $210K
AlphaCore Capital LLC 0.01% New 2,358 $209K
Certior Financial Group, LLC 0.16% Reduce -11.2% 2,354 $209K
Burns Matteson Capital Management, LLC 0.10% New 2,348 $208K
4WEALTH Advisors, Inc. 0.22% New 2,335 $207K
Foundation Wealth Management, LLC\PA 0.09% New 2,311 $205K
HB Wealth Management, LLC 0.00% Reduce -14.2% 2,310 $205K
Diversify Wealth Management, LLC 0.01% Reduce -68.2% 2,219 $204K
Balefire, LLC 0.04% New 2,294 $204K
Cornerstone Wealth Management, LLC 0.01% New 2,288 $203K
Meridian Wealth Management, LLC 0.01% Reduce -7.6% 2,286 $203K
American Money Management, LLC 0.04% Reduce -9.2% 2,265 $201K
SOA Wealth Advisors, LLC. 0.04% Add +0.3% 2,169 $193K
Creative Financial Designs Inc. 0.01% Reduce -89.3% 2,154 $191K
Glass Jacobson Investment Advisors llc 0.07% Add +0.7% 1,986 $176K
Integrity Financial Corp 0.09% Add +3.0% 1,902 $169K
Centerpoint Advisors, LLC 0.06% Reduce -38.8% 1,835 $163K
First Horizon Advisors, Inc. 0.00% No change 1,822 $162K
CoreCap Advisors, LLC 0.01% Reduce -0.1% 1,790 $159K
First Command Advisory Services, Inc. 0.00% No change 1,780 $158K
Glenmede Investment Management, LP 0.00% — 1,658 $147K
Lowe Brockenbrough & Co. Inc. 0.01% New 1,640 $146K
Topsail Wealth Management, LLC 0.03% No change 1,597 $142K
N.E.W. Advisory Services LLC 0.01% Add +4.6% 1,536 $136K
Prudential PLC 0.00% Add +6.3% 1,530 $136K
Bogart Wealth, LLC 0.01% No change 1,347 $120K
Islay Capital Management, LLC 0.07% New 1,200 $107K
Ballast Advisors LLC 0.03% Add +6.2% 1,184 $105K
Choate Investment Advisors 0.00% New 1,183 $105K
Hollencrest Capital Management 0.00% No change 1,080 $96K
Financial Perspectives, Inc 0.03% No change 961 $85K
O'shaughnessy Asset Management, LLC 0.00% Add +14.7% 908 $81K
Exchange Traded Concepts, LLC 0.00% New 906 $80K
Lanark Financial, Inc. 0.01% No change 910 $80K
Iron Horse Wealth Management, LLC 0.02% Add +1.1% 894 $79K
Signaturefd, LLC 0.00% Reduce -63.6% 888 $79K
Sage Mountain Advisors LLC 0.00% New 835 $74K
Tucker Asset Management LLC 0.02% No change 822 $73K
Rialto Wealth Management, LLC 0.02% Reduce -27.6% 787 $70K
Cranbrook Wealth Management, LLC 0.01% New 763 $68K
Ameriflex Group, Inc. 0.03% Add +285.6% 748 $66K
DHJJ Financial Advisors, Ltd. 0.02% No change 728 $65K
Bellwether Advisors, LLC 0.01% No change 651 $58K
Smartleaf Asset Management LLC 0.01% Add +20.9% 635 $56K
Gen-Wealth Partners Inc 0.02% Add +1.2% 593 $53K
JFS Wealth Advisors, LLC 0.00% Add +0.2% 528 $47K
Plante Moran Financial Advisors, LLC 0.00% No change 482 $43K
Robinswood Financial LLC 0.01% Add +0.2% 478 $42K
IMG Wealth Management, Inc. 0.03% No change 462 $41K
HM Payson & Co. 0.00% No change 440 $39K
Tsfg, LLC 0.01% No change 368 $33K
Franklin Resources Inc. 0.00% No change 350 $31K
Elevation Point Wealth Partners, LLC 0.00% New 336 $30K
Creekmur Asset Management LLC 0.01% No change 322 $29K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 300 $27K
Glassman Wealth Services 0.00% No change 296 $26K
Spire Wealth Management 0.00% Reduce -75.5% 296 $26K
Pension & Wealth Management Advisors, Inc. 0.01% No change 270 $24K
Founders Capital Management 0.01% Add +0.4% 256 $23K
NBT Bank, N.A. 0.00% No change 246 $22K
Strategic Wealth Partners, Ltd. 0.00% — 242 $21K
Allspring Global Investments Holdings, LLC 0.00% Add +17.5% 235 $21K
Westside Investment Management, Inc. 0.00% No change 228 $20K
Pineridge Advisors LLC 0.01% No change 226 $20K
MassMutual Private Wealth & Trust, FSB 0.00% No change 223 $20K
Park Place Capital Corp 0.00% No change 220 $20K
MPWM Advisory Solutions, LLC 0.01% No change 212 $19K
Russell Investments Group, Ltd. 0.00% No change 204 $18K
Adirondack Trust Co. 0.01% Add +157.3% 193 $17K
Arax Advisory Partners 0.00% Add +0.5% 186 $16K
TD Capital Management LLC 0.00% No change 184 $16K
Legacy Investment Solutions, LLC 0.01% — 183 $16K
Legacy Wealth Managment, LLC 0.01% No change 183 $16K
Beacon Capital Management, LLC 0.00% Reduce -72.9% 183 $16K
IFP Advisors, Inc 0.00% Add +3.4% 181 $16K
Lowe Wealth Advisors, LLC 0.00% Reduce -34.1% 141 $13K
Eastern Bank 0.00% No change 139 $12K
Tradewinds Capital Management, LLC 0.00% No change 136 $12K
Transce3nd, LLC 0.01% Reduce -14.7% 133 $12K
UMB Bank, n.a. 0.00% No change 132 $12K
First Community Trust NA 0.01% New 128 $11K
Christopher J. Hasenberg, Inc 0.00% Reduce -59.6% 128 $11K
Murphy & Mullick Capital Management Corp 0.01% No change 125 $11K
Hughes Financial Services, LLC 0.00% No change 118 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 118 $10K
Frazier Financial Advisors, LLC 0.01% New 116 $10K
Realta Investment Advisors 0.00% No change 100 $9K
McIlrath & Eck, LLC 0.00% No change 100 $9K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -30.7% 97 $9K
Compass Financial Services Inc 0.00% No change 97 $9K
Phillips Financial Management, LLC 0.00% No change 96 $9K
CBIZ Investment Advisory Services, LLC 0.00% No change 93 $8K
Harbor Asset Planning, Inc. 0.01% — 91 $8K
Ulland Investment Advisors, LLC 0.01% No change 90 $8K
Brooklyn Investment Group 0.00% Add +1.2% 83 $7K
Paladin Advisory Group, LLC 0.01% No change 80 $7K
Quaker Wealth Management, LLC 0.00% — 76 $7K
Scarborough Advisors, LLC 0.00% New 69 $6K
Kozak & Associates, Inc. 0.00% Reduce -13.3% 65 $6K
Hager Investment Management Services, LLC 0.00% No change 65 $6K
Crewe Advisors LLC 0.00% No change 61 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 51 $5K
Trust Co. of Vermont 0.00% No change 53 $5K
Valued Wealth Advisors LLC 0.00% No change 45 $4K
Archer Investment Corp 0.00% No change 32 $3K
Foster Dykema Cabot & Partners, LLC 0.00% No change 32 $3K
BNP Paribas Financial Markets 0.00% New 31 $3K
Vermillion Wealth Management, Inc. 0.00% No change 30 $3K
Brown Brothers Harriman & Co. 0.00% Reduce -25.0% 30 $3K
Golden State Wealth Management, LLC 0.00% Add +50.0% 24 $2K
Orion Capital Management LLC 0.00% No change 24 $2K
GPS Wealth Strategies Group, LLC 0.00% No change 20 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 20 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 19 $2K
FWL Investment Management, LLC 0.00% No change 17 $2K
Binnacle Investments Inc 0.00% No change 12 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Wilmington Savings Fund Society, FSB 0.00% No change 9 $799
Spurstone Advisory Services, LLC 0.01% No change 4 $355
Sound Income Strategies, LLC 0.00% No change 4 $355
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 3 $267
Global Wealth Strategies & Associates 0.00% No change 2 $178

"% 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.