SS SPDR S&P 600 SC GR ETFSLYGETF

13F holders, Q3 2025 (September 30)
484holders
37new positions
31sold out
2famous investors
$92.74avg. 13F price*

At the end of Q3 2025, 484 institutions reported holding SS SPDR S&P 600 SC GR ETF (SLYG) in their 13F filings, unchanged from Q2 2025. 37 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($360.4M), Bank of America Corp. ($175.3M) and Financial Engines Advisors L.L.C. ($110.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions37$16.0M
Exits31$16.9M

All 13F filers, Q2 2025 → Q3 2025: 2,224,089 shares bought and 979,688 shares sold, net +1,244,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 484 holders

LPL Financial LLC 0.11% Add +11.3% 3,821,433 $360.4M
Bank of America Corp. 0.01% Add +1.0% 1,858,812 $175.3M
Financial Engines Advisors L.L.C. 0.21% Reduce -10.3% 1,173,588 $110.7M
Ameriprise Financial Inc. 0.02% Reduce -4.5% 953,998 $90.0M
Morgan Stanley 0.00% Add +7.9% 773,848 $73.0M
NorthRock Partners, LLC 1.13% Reduce -1.3% 660,330 $62.3M
Diversified Enterprises, LLC 3.17% Add +4.7% 499,189 $47.1M
Arax Advisory Partners 0.60% Add +430833.9% 801,537 $41.9M
Osaic Holdings, Inc. 0.06% Add +54.1% 442,284 $41.6M
Rodgers & Associates, LTD 4.10% Add +1.9% 421,859 $39.8M
Cetera Investment Advisers 0.04% Add +33.4% 405,726 $38.3M
Wells Fargo & Company 0.01% Reduce -4.2% 359,898 $33.9M
HighTower Advisors, LLC 0.04% Reduce -3.1% 353,884 $33.4M
Krilogy Financial LLC 1.16% Add +16.2% 331,267 $31.0M
FAS Wealth Partners, Inc. 2.09% Add +2.7% 326,796 $30.8M
Savant Capital, LLC 0.19% Reduce -1.8% 324,268 $30.6M
UBS Group AG 0.01% Add +2.1% 323,431 $30.5M
Equitable Holdings, Inc. 0.22% Add +4.0% 320,243 $30.2M
Avantax Planning Partners, Inc. 0.79% Add +7.7% 292,254 $27.6M
Raymond James Financial Inc. 0.01% Add +0.2% 248,136 $23.4M
GHP Investment Advisors, Inc. 0.98% Add +2.2% 247,057 $23.3M
Commonwealth Equity Services, LLC 0.03% Reduce -2.5% 237,506 $22.4M
Aire Advisors, LLC 3.86% Add +1.3% 225,180 $21.2M
Mariner, LLC 0.03% Add +7.9% 223,028 $21.0M
KWB Wealth 2.30% Add +34.6% 234,829 $20.8M
Fortitude Financial, LLC 16.16% Reduce -1.5% 250,745 $19.6M
Klingman & Associates, LLC 0.97% Reduce -0.2% 204,487 $19.3M
Convergence Financial, LLC 2.83% Add +4.1% 199,619 $18.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.5% 192,401 $18.1M
First National Trust Co 0.62% Add +6.8% 192,381 $18.1M
Tiaa Trust, National Association 0.04% Add +1.2% 181,215 $17.1M
Shakespeare Wealth Management, LLC 3.79% Add +2.8% 176,443 $16.6M
Cwm, LLC 0.05% Reduce -9.4% 171,129 $16.1M
Grey Fox Wealth Advisors, LLC 3.16% Add +6.7% 164,205 $15.5M
Jones Financial Companies LLLP 0.01% Add +14.8% 150,188 $14.1M
Envestnet Asset Management Inc. 0.00% Reduce -13.2% 142,428 $13.4M
Private Advisor Group, LLC 0.06% Reduce -3.1% 136,714 $12.9M
Victory Financial Group, LLC 1.77% Add +19.9% 136,550 $12.9M
Optimist Retirement Group LLC 5.70% Add +1.0% 133,729 $12.6M
Roberts Financial Services LLC 3.78% Add +2.8% 124,143 $11.7M
Csenge Advisory Group 0.56% Reduce -5.3% 123,894 $11.7M
Assetmark, Inc. 0.02% Reduce -3.8% 119,524 $11.3M
WCG Wealth Advisors LLC 0.70% Reduce -10.0% 118,205 $11.1M
Marietta Wealth Management, LLC 1.33% Add +49.0% 115,452 $10.9M
Balanced Wealth Group LLC 4.36% Reduce -1.8% 111,227 $9.9M
Rainey & Randall Wealth Advisors Inc. 1.62% Reduce -1.0% 103,116 $9.7M
Mather Group, Llc. 0.10% Reduce -5.6% 101,598 $9.6M
Wealthcare Advisory Partners LLC 0.20% Add +2.3% 100,010 $9.4M
Forbes Financial Planning, Inc. 6.20% Add +1.8% 98,515 $9.4M
BIP Wealth, LLC 0.43% Reduce -0.0% 93,103 $8.8M
O'Dell Group, LLC 1.81% Reduce -0.2% 89,677 $8.5M
Mutual Advisors, LLC 0.18% Add +1.4% 87,333 $8.3M
MAI Capital Management 0.05% Reduce -1.3% 86,262 $8.1M
Key Financial Inc 1.43% Add +3.8% 82,206 $7.8M
Strategic Financial Concepts, LLC 1.06% Reduce -8.2% 77,260 $7.3M
Compton Financial Group, LLC 1.75% Add +3.0% 76,968 $7.3M
Tradition Wealth Management, LLC 0.54% Reduce -5.2% 76,838 $7.2M
Strategies Wealth Advisors, LLC 0.75% Reduce -6.6% 76,644 $7.2M
PFG Private Wealth Management, LLC 3.18% New 75,524 $7.1M
Integrity Wealth Solutions LLC 3.18% Add +1.6% 75,524 $7.1M
Financial Strategies Group, Inc. 1.34% Add +3.1% 75,589 $7.0M
Focus Partners Wealth 0.01% Add +0.2% 74,068 $7.0M
HRC Wealth Management, LLC 3.38% Add +1.2% 73,561 $6.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -12.7% 72,802 $6.8M
Baird Financial Group, Inc. 0.01% Add +0.3% 71,357 $6.7M
Aptus Capital Advisors, LLC 0.06% Add +1.8% 68,916 $6.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.9% 68,217 $6.4M
Integrated Wealth Concepts LLC 0.06% Add +3.6% 67,568 $6.4M
Fragasso Financial Advisors Inc 0.39% Reduce -1.4% 66,301 $6.3M
Blue Barn Wealth, LLC 2.74% Add +1.7% 66,052 $6.2M
Truist Financial Corp. 0.01% Reduce -21.4% 63,260 $6.0M
MML Investors Services, LLC 0.02% Reduce -0.1% 62,944 $5.9M
Cerro Pacific Wealth Advisors LLC 1.60% Add +3.4% 62,008 $5.8M
Financial Security Advisor, Inc. 1.22% Reduce -2.0% 60,988 $5.8M
Leslie Global Wealth, LLC 2.64% Add +16.0% 59,575 $5.6M
Creative Planning 0.00% Add +9.8% 58,241 $5.5M
Leicht Financial Planning & Wealth Management, Inc. 2.45% Reduce -0.4% 57,583 $5.4M
Moneco Advisors, LLC 0.45% Add +20.9% 57,307 $5.4M
Graney & King, LLC 3.73% Reduce -1.5% 57,159 $5.4M
Goldman Sachs Group Inc. 0.00% Reduce -13.9% 56,954 $5.4M
WealthShield Partners, LLC 0.60% Reduce -6.9% 56,150 $5.3M
Signet Financial Management, LLC 0.59% Reduce -2.3% 53,768 $5.1M
Pacific Sun Financial Corp 2.44% Reduce -1.6% 53,560 $5.1M
Kingsview Wealth Management, LLC 0.08% Add +1.1% 52,988 $5.0M
Focus Partners Advisor Solutions, LLC 0.06% Add +2.8% 51,768 $4.9M
ERn Financial, LLC 0.96% Reduce -13.4% 51,299 $4.8M
Barrett & Company, Inc. 1.63% Reduce -0.2% 50,547 $4.8M
Interactive Financial Advisors, Inc. 2.58% Reduce -2.9% 50,544 $4.8M
McAdam, LLC 0.23% Reduce -11.6% 50,390 $4.8M
New England Capital Financial Advisors LLC 2.01% Add +2.8% 50,111 $4.7M
Waller Financial Planning Group, Inc. 1.08% Add +1.9% 49,810 $4.7M
J.W. Cole Advisors, Inc. 0.09% Add +1.7% 48,219 $4.5M
Goldstone Financial Group, LLC 0.53% Add +3.3% 47,073 $4.4M
Geneos Wealth Management Inc. 0.11% Reduce -1.3% 46,627 $4.4M
Signature Estate & Investment Advisors LLC 0.09% Reduce -0.3% 45,101 $4.3M
Midwest Financial Group LLC 2.01% Add +28.1% 44,629 $4.2M
Marathon Mission, Inc. 2.50% Reduce -0.8% 44,505 $4.2M
Moneta Group Investment Advisors LLC 0.03% Add +38.6% 43,804 $4.1M
Probity Advisors, Inc. 0.65% Add +4.4% 42,687 $4.0M
Bristlecone Advisors, LLC 0.32% Add +8.1% 41,199 $3.9M

"% 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