SS SPDR S&P 600 SC GR ETFSLYGETF

13F holders, Q4 2025 (December 31)
510holders +26
46new positions
40sold out
3famous investors
$94.31avg. 13F price*

At the end of Q4 2025, 510 institutions reported holding SS SPDR S&P 600 SC GR ETF (SLYG) in their 13F filings, up 26 from Q3 2025. 46 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($440.8M), Bank of America Corp. ($107.9M) and Financial Engines Advisors L.L.C. ($107.7M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions46$32.3M
Exits40$47.5M

All 13F filers, Q3 2025 → Q4 2025: 2,477,407 shares bought and 3,093,966 shares sold, net −616,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 510 holders

LPL Financial LLC 0.12% Add +22.4% 4,679,506 $440.8M
Bank of America Corp. 0.01% Reduce -38.4% 1,145,764 $107.9M
Financial Engines Advisors L.L.C. 0.20% Reduce -2.5% 1,143,898 $107.7M
Morgan Stanley 0.01% Add +33.8% 1,035,279 $97.5M
Ameriprise Financial Inc. 0.02% Add +0.7% 960,802 $90.5M
NorthRock Partners, LLC 1.05% Add +0.0% 660,442 $62.2M
Diversified Enterprises, LLC 2.91% Add +4.0% 519,004 $48.9M
Cetera Investment Advisers 0.04% Add +5.9% 429,747 $40.5M
Rodgers & Associates, LTD 4.04% Add +0.4% 423,651 $39.9M
WCG Wealth Advisors LLC 1.06% Add +238.3% 399,852 $37.7M
Krilogy Financial LLC 1.17% Add +3.5% 342,944 $34.4M
Equitable Holdings, Inc. 0.22% Add +5.1% 336,616 $31.7M
FAS Wealth Partners, Inc. 2.01% Add +1.3% 330,955 $31.2M
HighTower Advisors, LLC 0.03% Reduce -7.5% 327,165 $30.8M
Avantax Planning Partners, Inc. 0.84% Add +8.6% 317,341 $29.9M
Savant Capital, LLC 0.16% Reduce -6.1% 304,582 $28.7M
UBS Group AG 0.01% Reduce -8.7% 295,374 $27.8M
Wells Fargo & Company 0.01% Reduce -19.3% 290,412 $27.4M
Mariner, LLC 0.03% Add +26.8% 282,698 $26.6M
Raymond James Financial Inc. 0.01% Add +12.9% 280,170 $26.4M
Osaic Holdings, Inc. 0.04% Reduce -37.4% 276,809 $26.1M
GHP Investment Advisors, Inc. 0.96% Add +0.5% 248,261 $23.4M
OpenArc Corporate Advisory, LLC 0.35% — 226,845 $21.4M
Aire Advisors, LLC 3.89% Add +0.4% 226,031 $21.3M
Klingman & Associates, LLC 0.93% Add +0.1% 204,649 $19.3M
Convergence Financial, LLC 2.75% Add +0.3% 200,153 $18.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.8% 199,739 $18.8M
First National Trust Co 0.62% Add +2.1% 196,356 $18.5M
Private Advisor Group, LLC 0.08% Add +39.9% 191,236 $18.0M
Shakespeare Wealth Management, LLC 3.70% Add +0.8% 177,785 $16.7M
Jones Financial Companies LLLP 0.01% Add +15.5% 173,534 $16.3M
Commonwealth Equity Services, LLC 0.02% Reduce -27.7% 171,688 $16.2M
Grey Fox Wealth Advisors, LLC 3.29% Add +4.0% 170,785 $16.1M
Victory Financial Group, LLC 1.77% Add +9.7% 149,750 $14.1M
Cwm, LLC 0.04% Reduce -13.7% 147,632 $13.9M
Tiaa Trust, National Association 0.03% Reduce -20.2% 144,529 $13.6M
Envestnet Asset Management Inc. 0.00% Reduce -0.7% 141,380 $13.3M
Optimist Retirement Group LLC 5.77% Reduce -0.1% 133,666 $12.6M
Roberts Financial Services LLC 3.75% Add +2.2% 126,915 $12.0M
Marietta Wealth Management, LLC 1.27% Add +1.0% 116,567 $11.0M
Balanced Wealth Group LLC 4.01% Add +4.4% 116,098 $11.0M
Csenge Advisory Group 0.49% Reduce -6.8% 115,503 $10.9M
Rainey & Randall Wealth Advisors Inc. 1.58% Reduce -0.3% 102,835 $9.7M
Wealthcare Advisory Partners LLC 0.19% Add +1.8% 101,845 $9.6M
Mather Group, Llc. 0.10% Reduce -1.4% 100,165 $9.4M
BIP Wealth, LLC 0.32% Add +2.7% 95,624 $9.0M
Mutual Advisors, LLC 0.17% Reduce -0.9% 86,569 $8.2M
MAI Capital Management 0.05% Reduce -0.7% 85,660 $8.1M
KWB Wealth 0.75% Reduce -64.2% 84,152 $7.9M
Key Financial Inc 1.43% Add +1.1% 83,075 $7.8M
Royal Bank of Canada 0.00% Add +128.3% 82,690 $7.8M
Compton Financial Group, LLC 1.76% Add +7.3% 82,584 $7.8M
Financial Strategies Group, Inc. 1.37% Add +2.3% 77,350 $7.6M
Integrity Wealth Solutions LLC 2.94% Add +4.4% 78,870 $7.4M
Nvest Wealth Strategies, Inc. 5.48% — 78,698 $7.4M
Integrated Wealth Concepts LLC 0.09% Add +13.0% 76,359 $7.2M
Tradition Wealth Management, LLC 0.52% Reduce -0.8% 76,215 $7.2M
Focus Partners Wealth 0.01% Add +3.0% 76,274 $7.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.2% 72,942 $7.1M
Earned Wealth Advisors, LLC 0.50% New 75,040 $7.1M
Baird Financial Group, Inc. 0.01% Add +4.9% 74,860 $7.1M
Strategies Wealth Advisors, LLC 0.70% Reduce -2.7% 74,609 $7.0M
HRC Wealth Management, LLC 3.36% Add +1.1% 74,375 $7.0M
Aptus Capital Advisors, LLC 0.06% Add +4.4% 71,943 $6.8M
Moneco Advisors, LLC 0.53% Add +24.4% 71,310 $6.7M
Fragasso Financial Advisors Inc 0.39% Add +2.6% 68,020 $6.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.5% 67,912 $6.4M
MML Investors Services, LLC 0.02% Add +5.5% 66,438 $6.3M
Cerro Pacific Wealth Advisors LLC 1.68% Add +6.6% 66,118 $6.2M
Leslie Global Wealth, LLC 2.63% Add +4.2% 62,063 $5.8M
Truist Financial Corp. 0.01% Reduce -2.0% 61,975 $5.8M
Financial Security Advisor, Inc. 1.10% Reduce -1.1% 60,317 $5.7M
Leicht Financial Planning & Wealth Management, Inc. 2.44% Add +0.4% 57,806 $5.4M
Creative Planning 0.00% Reduce -1.8% 57,213 $5.4M
Assetmark, Inc. 0.01% Reduce -52.8% 56,450 $5.3M
WealthShield Partners, LLC 0.57% Reduce -2.0% 54,999 $5.2M
New England Capital Financial Advisors LLC 1.93% Add +4.6% 52,404 $4.9M
Pacific Sun Financial Corp 2.36% Reduce -3.0% 51,941 $4.9M
Graney & King, LLC 2.83% Reduce -10.1% 51,366 $4.8M
Barrett & Company, Inc. 1.59% Reduce -0.0% 50,528 $4.8M
ERn Financial, LLC 0.89% Reduce -1.8% 50,375 $4.7M
Signet Financial Management, LLC 0.53% Reduce -6.7% 50,189 $4.7M
Geneos Wealth Management Inc. 0.11% Add +5.6% 49,223 $4.6M
Midwest Financial Group LLC 2.04% Add +9.7% 48,941 $4.6M
McAdam, LLC 0.21% Reduce -4.1% 48,338 $4.6M
Interactive Financial Advisors, Inc. 2.91% Reduce -5.3% 47,876 $4.5M
Goldstone Financial Group, LLC 0.50% Add +0.9% 47,519 $4.5M
Livet Wealth, LLC 2.74% — 47,189 $4.4M
Goldman Sachs Group Inc. 0.00% Reduce -17.6% 46,954 $4.4M
J.W. Cole Advisors, Inc. 0.11% Add +2.1% 49,222 $4.4M
Corient Private Wealth LP 0.01% Add +1623.0% 46,574 $4.4M
Probity Advisors, Inc. 0.69% Add +7.3% 45,797 $4.3M
Marathon Mission, Inc. 2.49% Add +2.8% 45,757 $4.3M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -12.8% 45,141 $4.3M
Susquehanna International Group, LLP 0.01% New 44,951 $4.2M
Quent Capital, LLC 0.30% Add +148.2% 44,502 $4.2M
Signature Estate & Investment Advisors LLC 0.08% Reduce -1.6% 44,396 $4.2M
Merit Financial Group, LLC 0.03% Add +184.8% 44,131 $4.2M
Moneta Group Investment Advisors LLC 0.03% Reduce -1.1% 43,342 $4.1M
Kingsview Wealth Management, LLC 0.06% Reduce -18.6% 43,160 $4.1M
Chicago Partners Investment Group LLC 0.10% Add +4.3% 38,962 $3.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.2% 38,829 $3.7M
Summit Wealth Group LLC / Co. 0.48% New 38,119 $3.6M
Stillwater Capital Advisors, LLC 0.38% Add +16.7% 37,893 $3.6M
Steward Partners Investment Advisory, LLC 0.02% Add +1.4% 37,861 $3.6M
D.A. Davidson & Co. 0.02% Add +10.6% 34,731 $3.3M
Prestige Wealth Management Group LLC 0.62% Add +1.3% 34,340 $3.2M
Capital Analysts, LLC 0.09% Add +3.6% 33,879 $3.2M
Mercer Global Advisors Inc. 0.00% Reduce -5.2% 33,423 $3.1M
Kingswood Wealth Advisors, LLC 0.15% Reduce -1.2% 33,303 $3.1M
Harbour Investments, Inc. 0.06% Add +1.4% 33,009 $3.1M
Councilor Wealth, LLC 1.45% Reduce -9.0% 32,487 $3.1M
Brady Martz Wealth Solutions, LLC 0.52% Reduce -2.4% 31,287 $2.9M
Gladstone Institutional Advisory LLC 0.11% Add +8.7% 31,258 $2.9M
CarsonAllaria Wealth Management, Ltd. 1.46% Reduce -0.5% 31,153 $2.9M
Mosaic Family Wealth Partners, LLC 0.32% Reduce -11.6% 31,041 $2.9M
IFG Advisory, LLC 0.13% Add +284.3% 30,703 $2.9M
Sage Financial Group Inc. 0.19% Add +10.6% 29,827 $2.8M
Perennial Investment Advisors, LLC 0.22% Add +0.7% 29,659 $2.8M
Tme Financial, Inc. 1.96% Reduce -1.5% 29,625 $2.8M
Abound Financial, LLC 1.06% Add +11.2% 29,130 $2.7M
GEN Financial Management, INC. 1.73% Reduce -1.8% 29,113 $2.7M
BlackRock, Inc. 0.00% New 28,892 $2.7M
Wealth Watch Advisors, INC 1.01% Reduce -1.6% 28,779 $2.7M
Pathstone Holdings, LLC 0.01% Reduce -3.0% 28,191 $2.7M
&partners 0.01% Add +37.0% 28,132 $2.6M
Portside Wealth Group, LLC 0.35% Add +11.9% 27,832 $2.6M
Whitegate Investment Counselors, Inc. 0.80% Reduce -2.7% 27,285 $2.6M
Forbes Financial Planning, Inc. 1.49% Reduce -72.6% 27,009 $2.5M
Larson Financial Group LLC 0.08% Add +0.8% 26,748 $2.5M
Clarus Wealth Advisors 1.04% New 25,323 $2.5M
Prosperity Consulting Group, LLC 0.11% Reduce -4.4% 25,790 $2.4M
Copia Wealth Management 1.72% Add +4.3% 25,522 $2.4M
IHT Wealth Management, LLC 0.06% Add +5.2% 25,169 $2.4M
Brookstone Capital Management 0.03% Reduce -1.1% 24,715 $2.3M
Focus Financial Network, Inc. 0.08% Reduce -2.5% 24,536 $2.3M
Waller Financial Planning Group, Inc. 0.51% Reduce -51.5% 24,167 $2.3M
Tempo Wealth, LLC 0.40% — 23,967 $2.3M
Capital Square, LLC 1.14% Reduce -1.0% 23,771 $2.2M
Global Retirement Partners, LLC 0.04% Add +27.4% 23,443 $2.2M
Blue Barn Wealth, LLC 3.18% Reduce -64.9% 23,180 $2.2M
Parkside Financial Bank & Trust 0.16% Add +10.4% 23,137 $2.2M
Advisor OS, LLC 0.17% Reduce -0.7% 22,806 $2.1M
Barden Capital Management, Inc. 1.76% Add +8.7% 22,708 $2.1M
American Financial & Tax Strategies Inc. 1.06% Add +4.7% 22,651 $2.1M
Collier Financial 1.60% Reduce -2.2% 22,558 $2.1M
Ignite Planners, LLC 0.32% Add +19.3% 21,276 $2.1M
UNIVEST FINANCIAL Corp 0.11% Add +4.4% 22,250 $2.1M
Flagship Harbor Advisors, LLC 0.10% Add +22.5% 22,087 $2.1M
Inman Jager Wealth Management, LLC 1.27% Add +5.5% 21,989 $2.1M
Denver Wealth Management, Inc. 0.70% Add +1.5% 20,979 $2.0M
Droms Strauss Advisors Inc. /Mo/ 0.51% Add +0.9% 20,696 $1.9M
Western Wealth Management, LLC 0.09% Add +6.7% 20,571 $1.9M
JPMorgan Chase & Co. 0.00% Add +79.7% 20,426 $1.9M
Dynamic Financial Group 1.64% Add +4.3% 20,408 $1.9M
M&T Bank Corp 0.01% Reduce -5.0% 19,918 $1.9M
Palisades Hudson Asset Management, L.P. 0.71% Reduce -2.4% 19,395 $1.8M
Captrust Financial Advisors 0.00% Reduce -2.2% 18,880 $1.8M
TAGStone Capital, Inc. 0.66% Add +1.0% 18,878 $1.8M
Koss-Olinger Consulting, LLC 0.14% Reduce -13.2% 18,709 $1.8M
Partners in Financial Planning 0.30% Add +0.9% 18,671 $1.8M
Gibbs Wealth Management 0.41% Reduce -4.7% 17,294 $1.7M
Financial Advisors Network, Inc. 0.23% Reduce -0.0% 18,067 $1.7M
Tobias Financial Advisors, Inc. 0.24% Reduce -2.1% 17,958 $1.7M
Triangle Securities Wealth Management 0.35% Add +399.7% 17,708 $1.7M
Twelve Points Wealth Management LLC 0.36% Reduce -2.1% 16,173 $1.6M
AQR Capital Management 0.00% Add +174.8% 16,856 $1.6M
Arkadios Wealth Advisors 0.03% New 16,341 $1.5M
Stevens Capital Partners 0.40% Add +74.2% 16,125 $1.5M
Laurel Oak Wealth Management, LLC 0.26% — 16,082 $1.5M
Courage Miller Partners, LLC 0.45% Reduce -2.5% 15,965 $1.5M
FMR LLC 0.00% Add +24.5% 15,443 $1.5M
Fell Capital Management 1.41% — 15,404 $1.5M
World Investment Advisors 0.02% Reduce -1.5% 15,285 $1.4M
Walsh & Associates, LLC 1.41% — 15,174 $1.4M
JNBA Financial Advisors 0.12% Reduce -4.9% 14,864 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +2.7% 14,687 $1.4M
Haverford Trust Co 0.01% Reduce -0.7% 14,340 $1.4M
Motive Wealth Advisors 0.57% Reduce -0.0% 14,155 $1.3M
Investors Research Corp 0.24% Reduce -0.3% 13,895 $1.3M
XTX Topco Ltd 0.03% New 13,891 $1.3M
LTG Capital LLC 0.98% Add +4.3% 13,393 $1.3M
Bleakley Financial Group, LLC 0.02% New 13,360 $1.3M
Kestra Advisory Services, LLC 0.01% Add +0.9% 13,357 $1.3M
NewEdge Advisors, LLC 0.00% Reduce -3.7% 13,219 $1.2M
Founders Financial Securities LLC 0.07% Add +21.0% 13,085 $1.2M
Great Valley Advisor Group, Inc. 0.02% Reduce -3.0% 12,863 $1.2M
Horizon Investments, LLC 0.02% Add +21.1% 12,764 $1.2M
Willner & Heller, LLC 0.86% New 12,753 $1.2M
Natixis Advisors, LLC 0.00% Reduce -1.4% 12,519 $1.2M
Friday Financial 0.41% Reduce -18.3% 12,479 $1.2M
Indie Asset Partners, LLC 1.29% Reduce -14.3% 12,276 $1.2M
Payne Capital Management, LLC 0.36% Add +2.5% 11,963 $1.1M
Octavia Wealth Advisors, LLC 0.11% Reduce -7.8% 11,911 $1.1M
Brooklyn Investment Group 0.05% New 11,519 $1.1M
Flow Traders U.S. LLC 0.04% New 11,811 $1.1M
Clear Retirement Advice LLC 0.86% — 11,214 $1.1M
Capital Squared Financial LLC 0.87% Reduce -0.5% 11,776 $1.1M
AlphaCore Capital LLC 0.02% Add +391.5% 11,589 $1.1M
Occidental Asset Management, LLC 0.13% Reduce -2.9% 11,221 $1.1M
Confluence Wealth Services, Inc. 0.04% Reduce -2.3% 11,007 $1.0M
Diligent Investors, LLC 0.25% Reduce -8.2% 10,799 $1.0M
YHB Investment Advisors, Inc. 0.07% Add +2.3% 10,751 $1.0M
PSI Advisors, LLC 0.25% Reduce -3.1% 10,676 $1.0M
Keeler & Nadler Financial Planning & Wealth Management 0.35% Reduce -10.6% 10,638 $1.0M
Advisory Services Network, LLC 0.01% Add +1291.9% 10,453 $985K
Trilogy Capital Inc. 0.04% Add +35.8% 10,267 $967K
United Capital Financial Advisors, LLC 0.01% Add +26.2% 10,175 $958K
Visionary Wealth Advisors 0.04% Reduce -6.4% 10,018 $944K
Idaho Trust Co 0.31% Reduce -13.9% 9,916 $934K
Beacon Pointe Advisors, LLC 0.01% Add +2.5% 9,844 $927K
Connecticut Wealth Management, LLC 0.04% Reduce -8.7% 9,795 $923K
Burney Co./ 0.03% Reduce -1.4% 9,562 $901K
Salomon & Ludwin, LLC 0.08% Add +5.6% 9,250 $891K
MidAtlantic Capital Management, Inc. 0.56% Reduce -0.1% 9,340 $880K
Bill Few Associates, Inc. 0.21% Add +22.1% 9,273 $873K
Prime Capital Investment Advisors, LLC 0.01% Add +93.9% 9,223 $869K
Stifel Financial Corp. 0.00% Add +5.4% 9,177 $864K
Sanctuary Advisors, LLC 0.00% Add +4.7% 9,061 $853K
One Capital Management, LLC 0.03% Reduce -28.9% 8,769 $826K
Valmark Advisers, Inc. 0.01% Add +8.8% 8,766 $826K
Freedom Investment Management, Inc. 0.24% Add +1.2% 8,729 $822K
Topel & Distasi Wealth Management, LLC 0.40% No change 8,603 $810K
Midwest Trust Co 0.01% Reduce -3.4% 8,544 $805K
Pinnacle Financial Partners, Inc. 0.01% — 8,523 $803K
Equity Wealth Partners, LLC 0.52% Add +1.7% 8,503 $801K
Vance Wealth, LLC 0.23% Reduce -7.3% 8,263 $778K
Snowden Capital Advisors LLC 0.02% Add +0.8% 8,184 $771K
OneDigital Investment Advisors LLC 0.01% Reduce -6.3% 8,083 $761K
Citigroup Inc. 0.00% Reduce -78.9% 8,063 $759K
Rockefeller Capital Management L.P. 0.00% Add +172.0% 7,980 $752K
Cary Street Partners Investment Advisory LLC 0.20% Add +5.2% 7,902 $744K
Comerica Bank 0.00% Reduce -0.1% 7,695 $725K
Connors Investor Services Inc. 0.06% No change 7,655 $721K
Citadel Advisors 0.00% New 7,500 $706K
Sigma Planning Corp 0.02% Add +5.9% 9,408 $702K
Journey Retirement Planning & Investment Management LLC 0.14% — 7,400 $697K
Winthrop Capital Management, LLC 0.16% Add +3.4% 7,404 $697K
Tritonpoint Wealth, LLC 0.07% No change 7,386 $696K
Asset Dedication, LLC 0.05% Reduce -4.1% 7,324 $690K
Farther Finance Advisors, LLC 0.01% Add +6.0% 7,233 $681K
CENTRAL TRUST Co 0.01% Reduce -3.4% 7,214 $679K
Slagle Financial, LLC 0.24% Add +4.9% 7,206 $679K
Foster Victor Wealth Advisors, LLC 0.04% Reduce -5.4% 6,666 $671K
Private Trust Co. NA 0.06% Reduce -3.4% 7,120 $671K
CWA Asset Management Group, LLC 0.02% Reduce -18.9% 7,030 $662K
Wealthspire Advisors, LLC 0.01% Reduce -2.0% 6,920 $652K
Summit Financial, LLC 0.01% No change 6,817 $642K
US Bancorp \de 0.00% Reduce -8.7% 6,768 $637K
Diversified Investment Strategies, LLC 0.41% Add +15.2% 6,637 $625K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.2% 6,631 $625K
Vawter Financial, Ltd. 0.26% Reduce -3.1% 6,548 $617K
Comprehensive Financial Consultants Institutional, Inc. 0.19% Reduce -2.3% 6,514 $614K
Smart Portfolios, LLC 0.61% No change 6,455 $608K
Grant Private Wealth Management Inc 0.37% Add +30.4% 6,433 $606K
Rovin Capital /Ut/ 0.16% Add +0.7% 6,410 $604K
Inspirion Wealth Advisors, LLC 0.07% Reduce -20.1% 6,317 $595K
Independent Advisor Alliance 0.01% Add +0.1% 6,254 $589K
Atlas Brown,Inc. 0.17% Add +0.1% 6,139 $578K
Clear Creek Financial Management, LLC 0.05% Add +1.0% 6,101 $575K
Eagle Strategies LLC 0.07% Add +2.3% 5,952 $561K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -14.6% 5,904 $556K
Florida Financial Advisors, LLC 0.15% Add +0.2% 5,878 $546K
Intrua Financial, LLC 0.06% Add +22.3% 5,695 $536K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -4.4% 5,655 $533K
Advisor Resource Council 0.19% New 5,340 $532K
Prospera Financial Services Inc 0.01% Add +60.0% 5,511 $519K
Financial Network Wealth Advisors LLC 0.54% Add +1.7% 5,496 $518K
Towerpoint Wealth, LLC 0.20% Add +0.1% 5,462 $514K
Strategic Advocates LLC 0.13% Add +0.2% 5,365 $513K
First City Capital Management, Inc. 0.27% Reduce -0.4% 5,428 $511K
Walled Lake Planning & Wealth Management, LLC 0.16% Add +2.0% 5,357 $505K
Waverly Advisors, LLC 0.00% Reduce -5.0% 5,303 $499K
Principal Securities, Inc. 0.01% Add +1.1% 5,300 $499K
Freestone Capital Holdings, LLC 0.01% Add +8.3% 5,268 $496K
Ameritas Advisory Services, LLC 0.02% Add +8.4% 5,261 $496K
Avior Wealth Management, LLC 0.02% Reduce -5.1% 5,218 $491K
Commonwealth Financial Services, LLC 0.08% No change 5,180 $488K
Calton & Associates, Inc. 0.07% Add +7.2% 5,135 $484K
TFB Advisors LLC 0.13% Reduce -5.2% 5,121 $482K
Fairscale Capital, LLC 0.32% Add +11.6% 5,056 $476K
Wellington Grp LLC 0.16% — 5,031 $474K
Capital Investment Advisory Services, LLC 0.03% Add +25.9% 4,990 $470K
Blair William & Co. 0.00% Add +9.3% 4,901 $462K
Flagship Private Wealth, LLC 0.18% Reduce -4.7% 4,899 $461K
Clearstead Advisors, LLC 0.01% No change 4,870 $459K
Urban Financial Advisory Corp 0.18% Reduce -5.1% 4,855 $457K
Cary Street Partners Financial LLC 0.01% Reduce -3.7% 4,809 $453K
Essex Financial Services, Inc. 0.03% Reduce -2.4% 4,745 $447K
Laraway Financial Advisors Inc 0.29% No change 4,735 $446K
Sandy Cove Advisors, LLC 0.13% Reduce -1.3% 4,733 $446K
Fingerlakes Wealth Management, Inc. 0.28% Reduce -6.5% 4,728 $445K
Norden Group LLC 0.04% Reduce -1.4% 4,696 $442K
Texas Yale Capital Corp. 0.01% No change 4,681 $441K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +0.0% 4,641 $437K
Solutions 4 Wealth, Ltd 0.66% Add +66.5% 4,640 $437K
Waldron Private Wealth LLC 0.02% No change 4,580 $431K
IAG Wealth Partners, LLC 0.05% Reduce -2.3% 4,491 $423K
Avestar Capital, LLC 0.03% Reduce -0.3% 4,434 $418K
Brown Advisory Inc. 0.00% Add +16.3% 4,422 $417K
Stonebridge Wealth Management, LLC 0.39% Reduce -78.5% 4,372 $412K
Everhart Financial Group, Inc. 0.04% Reduce -2.5% 4,325 $407K
Hudson Portfolio Management LLC 0.35% Reduce -9.0% 4,275 $403K
EP Wealth Advisors, LLC 0.00% — 4,239 $399K
Apollon Wealth Management, LLC 0.01% Reduce -0.0% 4,214 $397K
Allegiance Financial Group Advisory Services LLC 0.08% Add +0.1% 4,213 $397K
AdvisorNet Financial, Inc 0.02% Add +5.0% 4,164 $392K
Bishop & Co Investment Management, LLC 0.13% Reduce -0.0% 4,137 $390K
Integrated Advisors Network LLC 0.02% Reduce -1.1% 4,106 $387K
Bank of Montreal 0.00% Reduce -17.3% 4,093 $385K
Cassaday & Co Wealth Management LLC 0.01% No change 4,076 $384K
HighPoint Advisor Group LLC 0.01% New 4,052 $382K
Falcon Wealth Planning 0.03% Reduce -0.1% 4,023 $379K
Quantinno Capital Management LP 0.00% Add +17.9% 4,022 $379K
Delta Capital Management LLC 0.21% No change 4,000 $377K
Jane Street Group, LLC 0.00% New 4,000 $377K
Rosenblum Silverman Sutton S F Inc. 0.09% Add +25.6% 3,959 $373K
Benjamin Edwards Inc. 0.00% Add +1.0% 3,945 $372K
First Heartland Consultants, Inc. 0.03% Add +1.7% 3,940 $371K
Third View Private Wealth, LLC 0.05% — 3,919 $369K
Net Worth Advisory Group 0.07% New 3,857 $363K
Keating Financial Advisory Services, Inc. 0.05% — 3,848 $362K
WealthPLAN Partners, LLC 0.05% Add +43.8% 3,819 $360K
Inspire Advisors, LLC 0.03% New 3,811 $359K
Sensible Money, LLC 0.11% Reduce -1.6% 3,796 $358K
M3 Advisory Group, LLC 0.22% Add +0.0% 3,755 $354K
Jacobs Equity LLC 0.34% — 3,735 $352K
Diversify Advisory Services, LLC 0.01% Reduce -5.9% 3,491 $352K
Meridian Financial Advisors, LLC 0.19% Reduce -5.6% 3,686 $347K
HF Advisory Group, LLC 0.12% Add +15.9% 3,634 $342K
Wallace Advisory Group, LLC 0.36% Reduce -43.4% 3,624 $341K
Ackerman Capital Advisors, LLC 0.07% Add +0.2% 3,606 $340K
Allworth Financial LP 0.00% Add +5.9% 3,604 $339K
Lowery Thomas, LLC 0.19% Add +0.1% 3,582 $337K
Legacy Trust 0.06% No change 3,450 $325K
Crescent Sterling, Ltd. 0.33% Add +1.3% 3,425 $323K
Wealth Advisors Northwest LLC 0.14% Reduce -10.2% 3,423 $322K
Balefire, LLC 0.06% Add +40.0% 3,414 $322K
CoreCap Advisors, LLC 0.01% Add +64.8% 3,328 $313K
Koshinski Asset Management, Inc. 0.02% Add +11.4% 3,324 $313K
Destiny Capital Corp 0.16% No change 3,323 $313K
LBMC Investment Advisors, LLC 0.02% Add +0.1% 3,306 $311K
Sei Investments Co. 0.00% New 3,296 $310K
Valley Forge Investment Consultants Inc. Adv 0.09% Add +0.1% 3,292 $310K
Alliance Wealth Advisors, LLC 0.07% Reduce -17.4% 3,291 $310K
Cerity Partners LLC 0.00% Reduce -2.8% 3,266 $308K
PNC Financial Services Group, Inc. 0.00% Reduce -3.0% 3,247 $306K
One Day In July LLC 0.02% No change 3,153 $297K
Foundations Investment Advisors, LLC 0.00% Reduce -13.1% 3,138 $296K
Legacy Edge Advisors, LLC 0.03% New 3,031 $285K
Meridian Wealth Management, LLC 0.01% Reduce -13.7% 3,030 $285K
Wrenne Financial Planning LLC 0.11% No change 2,989 $282K
BLVD Private Wealth, LLC 0.24% Reduce -4.4% 2,974 $280K
Bragg Financial Advisors, Inc 0.01% Add +0.2% 2,966 $279K
Glenview Trust Co 0.00% No change 2,923 $275K
PFG Advisors 0.01% Reduce -92.1% 2,896 $273K
Jackson, Grant Investment Advisers, Inc. 0.09% Add +0.1% 2,885 $272K
Janney Montgomery Scott LLC 0.00% Add +0.6% 2,816 $265K
Orin Green Financial, LLC 0.11% No change 2,805 $264K
Cadia Private Client LLC 0.21% — 2,750 $259K
D. E. Shaw & Co. 0.00% No change 2,744 $258K
Orrstown Financial Services Inc. 0.04% New 2,680 $252K
Rothschild Investment LLC 0.01% No change 2,657 $250K
AE Wealth Management LLC 0.00% Reduce -27.0% 2,620 $247K
Second Line Capital, LLC 0.05% Reduce -5.5% 2,613 $246K
Wiregrass Investment Management LLC 0.21% — 2,610 $246K
Fiduciary Family Office, LLC 0.07% No change 2,608 $246K
HB Wealth Management, LLC 0.00% Reduce -5.2% 2,511 $237K
Northern Trust Corp. 0.00% New 2,504 $236K
SHP Wealth Management 0.02% — 2,494 $235K
Independent Financial Group, LLC 0.01% Reduce -3.5% 2,444 $230K
Sovran Advisors, LLC 0.02% Reduce -8.9% 2,282 $230K
Altura Wealth Advisors Inc. 0.10% Add +0.1% 2,441 $230K
Stratos Wealth Advisors, LLC 0.01% Reduce -37.4% 2,437 $230K
Mascagni Wealth Management, Inc. 0.17% Reduce -0.8% 2,421 $228K
Retirement Management Systems Inc. 0.06% — 2,397 $226K
Courier Capital LLC 0.01% Add +10.1% 2,354 $222K
Richmond Investment Services, LLC 0.04% New 2,347 $221K
4WEALTH Advisors, Inc. 0.19% Add +0.0% 2,319 $218K
Burns Matteson Capital Management, LLC 0.09% Reduce -0.3% 2,313 $218K
Foundation Wealth Management, LLC\PA 0.08% No change 2,311 $218K
Kestra Private Wealth Services, LLC 0.00% Add +1.2% 2,275 $214K
Glass Jacobson Investment Advisors llc 0.08% Reduce -0.4% 2,252 $212K
American Money Management, LLC 0.03% No change 2,222 $209K
Wedmont Private Capital 0.01% No change 2,147 $208K
Financial Consulate, Inc. 0.03% Reduce -0.7% 2,209 $208K
Harvest Investment Services, LLC 0.04% Reduce -0.2% 2,199 $207K
Share Andrew L. 0.11% No change 2,180 $205K
Asset One Wealth Management LLC 0.03% — 2,019 $202K
Navalign, LLC 0.05% Reduce -24.9% 1,999 $188K
Tower Research Capital LLC (TRC) 0.00% Add +196100.0% 1,962 $185K
Centerpoint Advisors, LLC 0.05% No change 1,835 $173K
First Horizon Corp. 0.01% No change 1,822 $172K
First Command Advisory Services, Inc. 0.00% No change 1,780 $168K
Islay Capital Management, LLC 0.09% No change 1,700 $160K
Creative Financial Designs Inc. 0.01% Reduce -23.7% 1,698 $160K
Basepoint Wealth LLC 0.10% New 1,665 $157K
Measured Wealth Private Client Group, LLC 0.04% Add +4.5% 1,652 $156K
Lowe Brockenbrough & Co. Inc. 0.01% No change 1,640 $154K
N.E.W. Advisory Services LLC 0.01% Add +2.3% 1,628 $153K
Topsail Wealth Management, LLC 0.02% No change 1,597 $150K
Glenmede Trust Co. NA 0.00% — 1,553 $146K
MidFirst Bank 0.01% — 1,291 $122K
Golden State Wealth Management, LLC 0.01% Add +99.0% 1,258 $119K
Root Financial Partners, LLC 0.01% Add +55.2% 1,229 $116K
Lanark Financial, Inc. 0.01% Add +25.5% 1,142 $108K
Hollencrest Capital Management 0.00% No change 1,080 $102K
Ballast Advisors LLC 0.03% Add +0.1% 1,071 $101K
Bogart Wealth, LLC 0.00% Add +0.1% 1,048 $99K
Arax Advisory Partners 0.00% Reduce -99.9% 986 $93K
Tucker Asset Management LLC 0.03% Add +22.7% 983 $93K
Financial Perspectives, Inc 0.02% No change 961 $91K
Smartleaf Asset Management LLC 0.00% Add +25.4% 907 $87K
O'shaughnessy Asset Management, LLC 0.00% No change 908 $86K
Signaturefd, LLC 0.00% Add +0.1% 891 $84K
Sage Mountain Advisors LLC 0.00% No change 835 $79K
Rialto Wealth Management, LLC 0.02% No change 832 $78K
Cranbrook Wealth Management, LLC 0.01% No change 763 $72K
DHJJ Financial Advisors, Ltd. 0.02% No change 728 $69K
Fifth Third Bancorp 0.00% New 717 $68K
RMG Wealth Management LLC 0.01% New 90 $58K
Gen-Wealth Partners Inc 0.02% Add +1.3% 605 $57K
JFS Wealth Advisors, LLC 0.00% No change 530 $50K
Plante Moran Financial Advisors, LLC 0.00% No change 482 $45K
IMG Wealth Management, Inc. 0.03% No change 462 $44K
HM Payson & Co. 0.00% No change 440 $41K
Sound Income Strategies, LLC 0.00% New 410 $41K
International Assets Investment Management, LLC 0.00% New 422 $40K
Robinswood Financial LLC 0.01% No change 415 $39K
Garton & Associates Financial Advisors LLC 0.02% — 372 $35K
Tsfg, LLC 0.01% No change 368 $35K
Legacy Wealth Managment, LLC 0.02% Reduce -40.5% 356 $34K
Integrity Financial Corp 0.02% Reduce -80.4% 354 $33K
Laurel Wealth Advisors LLC 0.00% New 323 $30K
Brown Brothers Harriman & Co. 0.00% Add +953.3% 316 $30K
Franklin Resources Inc. 0.00% New 315 $30K
Monetary Solutions, Ltd 0.03% — 306 $29K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 300 $28K
Glassman Wealth Services 0.00% No change 296 $28K
Optima Capital LLC 0.01% New 277 $26K
Stone House Investment Management, LLC 0.00% New 272 $26K
Pension & Wealth Management Advisors, Inc. 0.01% No change 270 $26K
Spire Wealth Management 0.00% Add +1.1% 268 $25K
Founders Capital Management 0.01% No change 257 $24K
NBT Bank, N.A. 0.00% No change 246 $23K
Strategic Wealth Partners, Ltd. 0.00% Add +0.8% 244 $23K
Simplex Trading, LLC 0.00% Reduce -95.3% 242 $23K
IFP Advisors, Inc 0.00% Reduce -23.7% 241 $23K
Allspring Global Investments Holdings, LLC 0.00% No change 235 $23K
Russell Investments Group, Ltd. 0.00% Add +14.6% 235 $22K
NorthAvenue LLC 0.02% — 233 $22K
Westside Investment Management, Inc. 0.00% No change 228 $21K
Park Place Capital Corp 0.00% No change 220 $21K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 220 $21K
TD Capital Management LLC 0.00% No change 185 $17K
Adirondack Trust Co. 0.01% Reduce -9.8% 174 $16K
Bokf, NA 0.00% New 173 $16K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 160 $15K
Clean Yield Group 0.00% New 140 $13K
Eastern Bank 0.00% No change 139 $13K
IFC & Insurance Marketing, Inc. 0.01% — 134 $13K
Noble Wealth Management PBC 0.01% No change 136 $13K
UMB Bank, n.a. 0.00% No change 132 $12K
First Community Trust NA 0.01% No change 128 $12K
Murphy & Mullick Capital Management Corp 0.01% No change 125 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 118 $11K
Hamrick Investment Counsel, llc 0.01% — 111 $10K
Medallion Wealth Advisors, LLC 0.00% No change 100 $9K
Realta Investment Advisors 0.00% New 100 $9K
McIlrath & Eck, LLC 0.00% No change 100 $9K
Elevated Capital Advisors, LLC 0.00% New 99 $9K
Quest 10 Wealth Builders, Inc. 0.01% No change 97 $9K
Phillips Financial Management, LLC 0.00% No change 96 $9K
CBIZ Investment Advisory Services, LLC 0.00% No change 93 $9K
Harbor Asset Planning, Inc. 0.01% No change 91 $9K
Ulland Investment Advisors, LLC 0.01% No change 90 $8K
Paladin Advisory Group, LLC 0.01% No change 80 $8K
Quaker Wealth Management, LLC 0.00% No change 76 $7K
Planning Project LLC 0.00% — 71 $7K
Kozak & Associates, Inc. 0.00% No change 65 $6K
Crewe Advisors LLC 0.00% Add +58.5% 65 $6K
Reflection Asset Management 0.00% — 63 $6K
Hager Investment Management Services, LLC 0.00% Add +1.6% 62 $6K
Pinnacle Wealth Planning Services, Inc. 0.00% New 58 $5K
Tradewinds Capital Management, LLC 0.00% Reduce -29.1% 56 $5K
REAP Financial Group, LLC 0.00% New 55 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 51 $5K
Trust Co. of Vermont 0.00% No change 53 $5K
Exchange Traded Concepts, LLC 0.00% Reduce -34.2% 50 $5K
Go Invest LLC 0.00% — 40 $4K
Valued Wealth Advisors LLC 0.00% Reduce -15.6% 38 $4K
Albion Financial Group 0.00% New 38 $4K
Godfrey Financial Associates, Inc. 0.00% — 35 $3K
MPWM Advisory Solutions, LLC 0.00% New 35 $3K
Foster Dykema Cabot & Partners, LLC 0.00% No change 32 $3K
BNP Paribas Financial Markets 0.00% No change 31 $3K
Vermillion Wealth Management, Inc. 0.00% No change 30 $3K
New Millennium Group LLC 0.00% New 25 $2K
Orion Capital Management LLC 0.00% No change 24 $2K
Lodestone Wealth Management LLC 0.00% New 21 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 20 $2K
FWL Investment Management, LLC 0.00% No change 17 $2K
SageView Advisory Group, LLC 0.00% New 15 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Investment Research & Advisory Group, Inc. 0.00% New 9 $848
Wilmington Savings Fund Society, FSB 0.00% No change 9 $848
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -11.1% 8 $810
Spurstone Advisory Services, LLC 0.01% No change 4 $377
Sunbelt Securities, Inc. 0.00% No change 4 $377
Frazier Financial Advisors, LLC 0.00% Reduce -99.0% 1 $61

"% 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.