SS SPDR S&P 600 SC GR ETFSLYGETF

13F holders, Q1 2026 (March 31)
517holders +7
38new positions
36sold out
2famous investors
$96.75avg. 13F price*

At the end of Q1 2026, 517 institutions reported holding SS SPDR S&P 600 SC GR ETF (SLYG) in their 13F filings, up 7 from Q4 2025. 38 opened new positions and 36 sold out. The largest holders were LPL Financial LLC ($805.1M), Financial Engines Advisors L.L.C. ($105.7M) and Bank of America Corp. ($95.6M). 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 (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions38$17.1M
Exits36$17.4M

All 13F filers, Q4 2025 → Q1 2026: 4,903,974 shares bought and 1,458,273 shares sold, net +3,445,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 517 holders

LPL Financial LLC 0.21% Add +78.1% 8,332,950 $805.1M
Financial Engines Advisors L.L.C. 0.21% Reduce -4.3% 1,094,311 $105.7M
Bank of America Corp. 0.01% Reduce -13.6% 989,579 $95.6M
Morgan Stanley 0.01% Reduce -10.8% 923,235 $89.2M
Ameriprise Financial Inc. 0.02% Reduce -11.9% 846,855 $81.9M
NorthRock Partners, LLC 1.06% Add +3.3% 682,296 $65.9M
Diversified Enterprises, LLC 2.86% Add +3.9% 539,312 $52.1M
Cetera Investment Advisers 0.05% Add +10.3% 474,052 $45.8M
WCG Wealth Advisors LLC 1.17% Add +8.5% 433,708 $41.9M
Rodgers & Associates, LTD 4.12% Reduce -1.3% 418,316 $40.4M
Krilogy Financial LLC 1.18% Add +2.7% 352,230 $36.7M
FAS Wealth Partners, Inc. 2.06% Add +3.6% 342,972 $33.1M
Avantax Planning Partners, Inc. 0.88% Add +5.1% 333,499 $32.2M
UBS Group AG 0.01% Add +11.1% 328,038 $31.7M
HighTower Advisors, LLC 0.03% Reduce -3.8% 314,667 $30.4M
Savant Capital, LLC 0.15% Add +3.2% 314,310 $30.4M
Mariner, LLC 0.03% Add +6.6% 301,371 $29.1M
Raymond James Financial Inc. 0.01% Add +5.7% 296,036 $28.6M
Wells Fargo & Company 0.01% Add +0.7% 292,419 $28.3M
Osaic Holdings, Inc. 0.04% Add +2.9% 284,734 $27.5M
GHP Investment Advisors, Inc. 0.99% Add +0.6% 249,828 $24.1M
Aire Advisors, LLC 4.02% Add +0.7% 227,655 $22.0M
OpenArc Corporate Advisory, LLC 0.29% Reduce -7.0% 210,881 $20.4M
Klingman & Associates, LLC 0.96% Reduce -0.3% 204,106 $19.7M
First National Trust Co 0.67% Add +3.7% 203,681 $19.7M
Jones Financial Companies LLLP 0.01% Add +19.7% 207,730 $19.6M
BNP Paribas Financial Markets 0.01% Add +645061.3% 200,000 $19.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.3% 199,052 $19.2M
Convergence Financial, LLC 1.99% Reduce -3.7% 192,783 $18.8M
Shakespeare Wealth Management, LLC 4.17% Add +2.5% 182,277 $17.6M
Equitable Holdings, Inc. 0.11% Reduce -45.9% 182,166 $17.2M
Grey Fox Wealth Advisors, LLC 3.30% Add +3.6% 176,876 $17.1M
Commonwealth Equity Services, LLC 0.02% Add +1.9% 175,015 $16.9M
Victory Financial Group, LLC 1.94% Add +9.2% 163,534 $15.8M
Private Advisor Group, LLC 0.07% Reduce -17.1% 158,609 $15.3M
Cwm, LLC 0.03% Reduce -7.0% 137,291 $13.3M
Optimist Retirement Group LLC 5.70% Add +0.1% 133,819 $12.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.05% — 121,432 $11.7M
Balanced Wealth Group LLC 4.12% Add +2.5% 119,039 $11.5M
Marietta Wealth Management, LLC 1.36% Add +1.4% 118,237 $11.4M
Envestnet Asset Management Inc. 0.00% Reduce -18.6% 115,037 $11.1M
Integrated Wealth Concepts LLC 0.08% Add +38.8% 106,014 $10.2M
Csenge Advisory Group 0.46% Reduce -9.7% 104,313 $10.1M
Rainey & Randall Wealth Advisors Inc. 1.61% Reduce -0.1% 102,766 $9.9M
Independent Advisor Alliance 0.11% Add +1540.1% 102,570 $9.9M
Royal Bank of Canada 0.00% Add +21.0% 100,045 $9.7M
Mather Group, Llc. 0.10% Reduce -0.9% 99,268 $9.6M
BIP Wealth, LLC 0.37% Reduce -1.4% 94,244 $9.1M
Moneco Advisors, LLC 0.69% Add +28.7% 91,782 $8.9M
Financial Strategies Group, Inc. 1.48% Add +6.6% 82,465 $8.8M
MAI Capital Management 0.05% Reduce -1.3% 84,587 $8.2M
Key Financial Inc 1.43% Add +0.1% 83,127 $8.0M
Mutual Advisors, LLC 0.17% Reduce -4.8% 82,372 $8.0M
Baird Financial Group, Inc. 0.01% Add +7.5% 80,456 $7.8M
Integrity Wealth Solutions LLC 2.98% Reduce -0.6% 78,421 $7.6M
Earned Wealth Advisors, LLC 0.50% Add +2.7% 77,064 $7.4M
Tradition Wealth Management, LLC 0.53% Add +0.5% 76,557 $7.4M
HRC Wealth Management, LLC 3.47% Add +2.4% 76,120 $7.4M
Focus Partners Wealth 0.01% Reduce -0.4% 76,001 $7.3M
Cerro Pacific Wealth Advisors LLC 1.91% Add +14.1% 75,440 $7.3M
KWB Wealth 0.71% Reduce -9.7% 75,973 $7.2M
Aptus Capital Advisors, LLC 0.06% Add +2.8% 73,946 $7.1M
Strategies Wealth Advisors, LLC 0.71% Reduce -2.3% 72,912 $7.0M
Pathstone Holdings, LLC 0.03% Add +155.1% 71,926 $6.9M
Wealthcare Advisory Partners LLC 0.13% Reduce -29.8% 71,493 $6.9M
Nvest Wealth Strategies, Inc. 4.77% Reduce -10.8% 70,163 $6.8M
Fragasso Financial Advisors Inc 0.40% Reduce -1.4% 67,047 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.2% 67,752 $6.5M
New England Capital Financial Advisors LLC 1.76% Add +27.0% 66,530 $6.4M
Truist Financial Corp. 0.01% Add +3.9% 64,394 $6.2M
Compton Financial Group, LLC 1.33% Reduce -24.8% 62,143 $6.0M
Roberts Financial Services LLC 1.86% Reduce -52.3% 60,482 $5.8M
Leslie Global Wealth, LLC 3.01% Reduce -4.7% 59,161 $5.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -20.8% 57,783 $5.7M
Financial Security Advisor, Inc. 1.04% Reduce -3.3% 58,336 $5.6M
Creative Planning 0.00% Add +0.9% 57,759 $5.6M
Leicht Financial Planning & Wealth Management, Inc. 2.50% Reduce -1.2% 57,090 $5.5M
Assetmark, Inc. 0.01% Add +0.4% 56,680 $5.5M
Junk Investment Group, LLC 2.82% — 55,642 $5.4M
WealthShield Partners, LLC 0.59% Reduce -0.0% 54,992 $5.3M
Pacific Sun Financial Corp 2.44% Add +0.2% 52,043 $5.0M
Summit Financial, LLC 0.06% Add +662.0% 51,946 $5.0M
Barrett & Company, Inc. 1.70% Add +1.5% 51,266 $5.0M
Midwest Financial Group LLC 2.10% Add +4.1% 50,960 $4.9M
MML Investors Services, LLC 0.01% Reduce -24.0% 50,463 $4.9M
Goldman Sachs Group Inc. 0.00% Add +7.2% 50,352 $4.9M
J.W. Cole Advisors, Inc. 0.16% Add +1.1% 49,776 $4.8M
Financial Concepts Unlimited, Inc. 4.29% — 49,524 $4.8M
ERn Financial, LLC 0.89% Reduce -2.2% 49,256 $4.8M
Interactive Financial Advisors, Inc. 3.07% Add +1.6% 48,634 $4.7M
Signet Financial Management, LLC 0.53% Reduce -3.2% 48,588 $4.7M
Geneos Wealth Management Inc. 0.11% Reduce -2.8% 47,842 $4.6M
Marathon Mission, Inc. 2.62% Add +2.0% 46,669 $4.5M
Livet Wealth, LLC 2.87% Reduce -1.1% 46,644 $4.5M
Quent Capital, LLC 0.32% Add +4.8% 46,620 $4.5M
Probity Advisors, Inc. 0.71% Add +1.1% 46,291 $4.5M
Graney & King, LLC 2.40% Reduce -10.5% 45,993 $4.4M
Signature Estate & Investment Advisors LLC 0.09% Add +3.6% 45,984 $4.4M
McAdam, LLC 0.20% Reduce -6.7% 45,118 $4.4M
Corient Private Wealth LP 0.01% Reduce -3.5% 44,963 $4.3M

"% 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 517 holders