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
Everhart Financial Group, Inc. 0.37% Add +939.1% 44,940 $4.3M
Chicago Partners Investment Group LLC 0.10% Add +4.1% 40,576 $4.3M
Harbour Investments, Inc. 0.07% Add +33.9% 44,212 $4.3M
Moneta Group Investment Advisors LLC 0.03% Reduce -0.2% 43,261 $4.2M
Gibbs Wealth Management 0.53% Add +141.4% 41,743 $4.0M
Kingsview Wealth Management, LLC 0.06% Reduce -3.3% 41,721 $4.0M
Steward Partners Investment Advisory, LLC 0.02% Add +6.7% 40,404 $3.9M
Stillwater Capital Advisors, LLC 0.44% Add +4.9% 39,735 $3.8M
Merit Financial Group, LLC 0.03% Reduce -12.5% 38,611 $3.7M
D.A. Davidson & Co. 0.02% Add +8.7% 37,756 $3.6M
Capital Analysts, LLC 0.10% Add +10.9% 37,587 $3.6M
Roan Capital Partners 3.35% — 37,510 $3.6M
Kingswood Wealth Advisors, LLC 0.17% Add +11.5% 37,118 $3.6M
Mercer Global Advisors Inc. 0.01% Add +9.7% 36,664 $3.5M
Gladstone Institutional Advisory LLC 0.13% Add +15.4% 36,079 $3.5M
Summit Wealth Group LLC / Co. 0.35% Reduce -8.5% 34,874 $3.4M
Prestige Wealth Management Group LLC 0.66% Add +0.9% 34,646 $3.3M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -27.4% 32,761 $3.2M
Sage Financial Group Inc. 0.20% Add +4.4% 31,127 $3.0M
Susquehanna International Group, LLP 0.00% Reduce -30.9% 31,065 $3.0M
Perennial Investment Advisors, LLC 0.24% Add +4.6% 31,014 $3.0M
CarsonAllaria Wealth Management, Ltd. 1.47% Reduce -1.0% 30,848 $3.0M
BlackRock, Inc. 0.00% Add +5.8% 30,565 $3.0M
Tme Financial, Inc. 2.00% Add +0.8% 29,874 $2.9M
Mosaic Family Wealth Partners, LLC 0.29% Reduce -4.3% 29,697 $2.9M
&partners 0.01% Add +3.4% 29,078 $2.8M
Copia Wealth Management 1.93% Add +13.8% 29,050 $2.8M
GEN Financial Management, INC. 1.71% Reduce -1.8% 28,595 $2.8M
Portside Wealth Group, LLC 0.37% Add +2.2% 28,451 $2.7M
Goldstone Financial Group, LLC 0.29% Reduce -40.8% 28,140 $2.7M
Cornerstone Advisors Asset Management, LLC 0.41% New 27,718 $2.7M
Whitegate Investment Counselors, Inc. 0.85% Add +1.0% 27,555 $2.7M
Capital Square, LLC 1.22% Add +3.7% 24,642 $2.6M
IHT Wealth Management, LLC 0.06% Add +6.0% 26,672 $2.6M
Forbes Financial Planning, Inc. 1.47% Reduce -2.8% 26,255 $2.5M
Horizon Investments, LLC 0.03% Add +103.9% 26,022 $2.5M
Flagship Harbor Advisors, LLC 0.11% Add +17.8% 26,009 $2.5M
Tempo Wealth, LLC 0.43% Add +7.6% 25,788 $2.5M
Clarus Wealth Advisors 1.06% Reduce -1.0% 25,071 $2.5M
UNIVEST FINANCIAL Corp 0.14% Add +14.7% 25,521 $2.5M
Councilor Wealth, LLC 1.19% Reduce -22.0% 25,341 $2.4M
Larson Financial Group LLC 0.08% Reduce -5.5% 25,275 $2.4M
Spartan Wealth Advisory Services LLC 0.21% — 25,190 $2.4M
Prosperity Consulting Group, LLC 0.11% Reduce -4.3% 24,680 $2.4M
AQR Capital Management 0.00% Add +41.3% 23,823 $2.3M
Brookstone Capital Management 0.03% Reduce -3.9% 23,760 $2.3M
Parkside Financial Bank & Trust 0.17% Add +1.9% 23,578 $2.3M
Barden Capital Management, Inc. 1.94% Add +3.5% 23,495 $2.3M
Focus Financial Network, Inc. 0.08% Reduce -4.3% 23,491 $2.3M
Waller Financial Planning Group, Inc. 0.49% Reduce -4.1% 23,184 $2.2M
Bleakley Financial Group, LLC 0.04% Add +73.1% 23,126 $2.2M
American Financial & Tax Strategies Inc. 1.05% Reduce -0.9% 22,441 $2.2M
Collier Financial 1.65% Reduce -0.9% 22,350 $2.2M
Dynamic Financial Group 1.76% Add +9.3% 22,304 $2.2M
Inman Jager Wealth Management, LLC 1.25% Add +1.1% 22,219 $2.1M
Stevens Capital Partners 0.51% Add +35.3% 21,821 $2.1M
Western Wealth Management, LLC 0.08% Add +5.2% 21,645 $2.1M
Denver Wealth Management, Inc. 0.70% Add +1.1% 21,203 $2.0M
Ignite Planners, LLC 0.32% Reduce -0.1% 21,245 $2.0M
FMR LLC 0.00% Add +36.8% 21,125 $2.0M
Savvy Advisors, Inc. 0.05% New 20,736 $2.0M
Droms Strauss Advisors Inc. /Mo/ 0.52% Reduce -0.0% 20,691 $2.0M
Pinnacle Family Advisors, LLC 0.91% New 20,057 $1.9M
Palisades Hudson Asset Management, L.P. 0.74% Add +0.6% 19,516 $1.9M
TAGStone Capital, Inc. 0.66% Add +2.8% 19,414 $1.9M
M&T Bank Corp 0.01% Reduce -4.5% 19,013 $1.8M
Brady Martz Wealth Solutions, LLC 0.31% Reduce -39.4% 18,970 $1.8M
Partners in Financial Planning 0.30% Add +0.1% 18,690 $1.8M
Fell Capital Management 1.64% Add +15.3% 17,756 $1.7M
Trilogy Capital Inc. 0.07% Add +69.6% 17,416 $1.7M
Captrust Financial Advisors 0.00% Reduce -7.8% 17,403 $1.7M
Financial Advisors Network, Inc. 0.23% Reduce -4.5% 17,255 $1.7M
Perigon Wealth Management, LLC 0.03% New 16,825 $1.6M
Twelve Points Wealth Management LLC 0.34% No change 16,173 $1.6M
Tobias Financial Advisors, Inc. 0.22% Reduce -10.8% 16,017 $1.5M
Courage Miller Partners, LLC 0.43% Reduce -0.1% 15,950 $1.5M
Laurel Oak Wealth Management, LLC 0.26% Reduce -2.3% 15,717 $1.5M
Kestra Advisory Services, LLC 0.01% Add +16.3% 15,530 $1.5M
Walsh & Associates, LLC 1.48% Add +1.9% 15,465 $1.5M
World Investment Advisors 0.02% No change 15,285 $1.5M
XTX Topco Ltd 0.02% Add +6.3% 14,765 $1.4M
Natixis Advisors, LLC 0.00% Add +15.4% 14,444 $1.4M
Founders Financial Securities LLC 0.08% Add +1.6% 13,293 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -5.0% 13,957 $1.3M
Investors Research Corp 0.26% Reduce -0.3% 13,856 $1.3M
Koss-Olinger Consulting, LLC 0.11% Reduce -26.6% 13,732 $1.3M
LTG Capital LLC 0.99% Add +0.1% 13,400 $1.3M
Dakota Wealth Management 0.03% New 13,392 $1.3M
JNBA Financial Advisors 0.11% Reduce -10.3% 13,338 $1.3M
Willner & Heller, LLC 0.95% Add +3.1% 13,147 $1.3M
Haverford Trust Co 0.01% Reduce -9.2% 13,025 $1.3M
Capital Squared Financial LLC 0.96% Add +10.3% 12,991 $1.3M
Great Valley Advisor Group, Inc. 0.02% Reduce -3.5% 12,413 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -37.2% 12,836 $1.2M
Friday Financial 0.41% Reduce -0.7% 12,394 $1.2M
Motive Wealth Advisors 0.56% Reduce -12.5% 12,386 $1.2M
Payne Capital Management, LLC 0.36% Add +1.4% 12,135 $1.2M
Clear Retirement Advice LLC 0.91% Add +7.1% 12,012 $1.2M
Indie Asset Partners, LLC 1.31% Reduce -3.0% 11,901 $1.1M
Octavia Wealth Advisors, LLC 0.11% Reduce -1.3% 11,751 $1.1M
Brooklyn Investment Group 0.03% Add +0.1% 11,526 $1.1M
Occidental Asset Management, LLC 0.13% Add +2.5% 11,502 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +23.7% 11,412 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +15.2% 11,341 $1.1M
Bill Few Associates, Inc. 0.26% Add +22.2% 11,331 $1.1M
Visionary Wealth Advisors 0.05% Add +12.6% 11,283 $1.1M
Confluence Wealth Services, Inc. 0.04% Add +1.9% 11,213 $1.1M
Solutions 4 Wealth, Ltd 1.62% Add +140.2% 11,143 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +38.6% 11,059 $1.1M
YHB Investment Advisors, Inc. 0.08% Add +0.9% 10,847 $1.0M
PSI Advisors, LLC 0.25% Add +0.9% 10,773 $1.0M
Keeler & Nadler Financial Planning & Wealth Management 0.35% Reduce -0.2% 10,614 $1.0M
Diligent Investors, LLC 0.25% Reduce -2.6% 10,515 $1.0M
Advisory Services Network, LLC 0.01% Reduce -0.7% 10,385 $1.0M
NewEdge Advisors, LLC 0.00% Reduce -23.3% 10,146 $980K
Private Trust Co. NA 0.09% Add +41.1% 10,046 $971K
United Capital Financial Advisors, LLC 0.01% Reduce -3.1% 9,860 $953K
Pinnacle Financial Partners, Inc. 0.01% Add +14.3% 9,745 $942K
Salomon & Ludwin, LLC 0.08% Add +3.1% 9,538 $936K
MidAtlantic Capital Management, Inc. 0.62% Reduce -0.2% 9,318 $900K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +100.1% 9,286 $897K
CWA Asset Management Group, LLC 0.03% Add +31.6% 9,252 $894K
Stifel Financial Corp. 0.00% Reduce -1.7% 9,021 $872K
Valmark Advisers, Inc. 0.01% Add +2.8% 9,011 $871K
One Capital Management, LLC 0.02% Add +2.2% 8,964 $866K
Freedom Investment Management, Inc. 0.26% Add +2.3% 8,933 $863K
Connecticut Wealth Management, LLC 0.04% Reduce -9.8% 8,830 $853K
Sanctuary Advisors, LLC 0.00% Reduce -3.5% 8,740 $844K
Keystone Wealth Services, LLC 0.18% New 8,671 $838K
Midwest Trust Co 0.01% Add +1.4% 8,667 $837K
Topel & Distasi Wealth Management, LLC 0.43% No change 8,603 $831K
CVFG LLC 0.10% New 8,565 $828K
Florida Financial Advisors, LLC 0.20% Add +44.8% 8,510 $822K
Idaho Trust Co 0.26% Reduce -15.0% 8,430 $814K
Abound Financial, LLC 0.35% Reduce -71.3% 8,351 $807K
Cary Street Partners Investment Advisory LLC 0.20% Add +3.7% 8,194 $792K
Vance Wealth, LLC 0.23% Reduce -1.4% 8,146 $787K
OneDigital Investment Advisors LLC 0.01% Reduce -1.1% 7,994 $772K
Citigroup Inc. 0.00% Reduce -1.2% 7,965 $770K
Equity Wealth Partners, LLC 0.49% Reduce -7.4% 7,874 $761K
Slagle Financial, LLC 0.24% Add +4.8% 7,552 $730K
Winthrop Capital Management, LLC 0.19% Add +1.8% 7,539 $728K
Fifth Third Bancorp 0.00% Add +946.3% 7,502 $725K
Snowden Capital Advisors LLC 0.02% Reduce -8.9% 7,452 $720K
Tritonpoint Wealth, LLC 0.08% Reduce -0.5% 7,347 $710K
Asset Dedication, LLC 0.05% Reduce -0.1% 7,315 $707K
Burney Co./ 0.02% Reduce -23.6% 7,310 $706K
Foster Victor Wealth Advisors, LLC 0.04% No change 6,666 $695K
CENTRAL TRUST Co 0.01% Reduce -1.4% 7,111 $687K
LexAurum Advisors, LLC 0.09% — 6,924 $669K
Farther Finance Advisors, LLC 0.01% Reduce -6.3% 6,776 $661K
Diversified Investment Strategies, LLC 0.42% Add +2.3% 6,787 $656K
US Bancorp \de 0.00% Reduce -2.7% 6,584 $636K
Intrua Financial, LLC 0.07% Add +13.1% 6,442 $622K
Smart Portfolios, LLC 0.62% Reduce -0.3% 6,435 $622K
Connors Investor Services Inc. 0.06% Reduce -16.8% 6,370 $615K
Vawter Financial, Ltd. 0.26% Reduce -3.0% 6,350 $614K
Inspirion Wealth Advisors, LLC 0.08% Reduce -0.5% 6,285 $607K
Arkadios Wealth Advisors 0.01% Reduce -61.7% 6,255 $604K
AlphaCore Capital LLC 0.01% Reduce -46.8% 6,169 $596K
Clear Creek Financial Management, LLC 0.05% Add +0.9% 6,157 $595K
Eagle Strategies LLC 0.07% Add +2.1% 6,078 $587K
Atlas Brown,Inc. 0.18% Reduce -1.6% 6,039 $583K
Navigate Wealth Management, LLC 0.41% — 5,498 $583K
Blair William & Co. 0.00% Add +20.7% 5,915 $571K
Sigma Planning Corp 0.02% Reduce -38.2% 5,815 $562K
Financial Network Wealth Advisors LLC 0.57% Add +5.0% 5,771 $558K
Principal Securities, Inc. 0.01% Add +8.2% 5,732 $554K
Inspire Advisors, LLC 0.04% Add +47.9% 5,636 $545K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -1.7% 5,557 $537K
First City Capital Management, Inc. 0.28% Add +1.8% 5,523 $534K
Wealthspire Advisors, LLC 0.00% Reduce -20.4% 5,507 $532K
Towerpoint Wealth, LLC 0.21% Add +0.1% 5,470 $529K
Richmond Investment Services, LLC 0.09% Add +132.7% 5,461 $528K
Charles Schwab Investment Management Inc. 0.00% Reduce -86.1% 5,406 $522K
Elevation Point Wealth Partners, LLC 0.01% New 5,371 $519K
Waverly Advisors, LLC 0.00% No change 5,303 $512K
RFG Advisory, LLC 0.01% New 5,251 $507K
Advisor Resource Council 0.20% Reduce -2.0% 5,235 $506K
Diversify Wealth Management, LLC 0.01% New 4,794 $505K
Commonwealth Financial Services, LLC 0.08% No change 5,180 $500K
Vestmark Advisory Solutions, Inc. 0.01% New 5,141 $497K
Calton & Associates, Inc. 0.07% Reduce -0.8% 5,092 $492K
Fairscale Capital, LLC 0.34% No change 5,056 $489K
Walled Lake Planning & Wealth Management, LLC 0.14% Reduce -5.9% 5,042 $487K
Wellington Grp LLC 0.15% Add +0.2% 5,039 $487K
Flagship Private Wealth, LLC 0.20% Add +2.8% 5,035 $486K
Capital Investment Advisory Services, LLC 0.04% Add +0.1% 4,996 $483K
Grant Private Wealth Management Inc 0.25% Reduce -23.3% 4,933 $477K
Clearstead Advisors, LLC 0.00% No change 4,870 $471K
Urban Financial Advisory Corp 0.16% Reduce -1.8% 4,770 $461K
Cary Street Partners Financial LLC 0.01% Reduce -0.9% 4,764 $460K
Essex Financial Services, Inc. 0.03% No change 4,745 $458K
Norden Group LLC 0.04% Add +0.9% 4,737 $458K
Sandy Cove Advisors, LLC 0.14% Add +0.0% 4,735 $458K
Avior Wealth Management, LLC 0.01% Reduce -9.3% 4,734 $457K
Ameritas Advisory Services, LLC 0.02% Reduce -10.4% 4,711 $455K
Quantinno Capital Management LP 0.00% Add +16.9% 4,701 $454K
Texas Yale Capital Corp. 0.01% No change 4,681 $452K
Comprehensive Financial Consultants Institutional, Inc. 0.13% Reduce -28.8% 4,640 $448K
Avestar Capital, LLC 0.03% Add +2.2% 4,532 $438K
Stonebridge Wealth Management, LLC 0.41% Add +2.2% 4,467 $432K
Fingerlakes Wealth Management, Inc. 0.28% Reduce -6.1% 4,438 $429K
IFS Group,LLC 0.38% — 4,429 $428K
HighPoint Advisor Group LLC 0.02% Add +5.9% 4,292 $415K
AdvisorNet Financial, Inc 0.02% Add +3.0% 4,291 $415K
Tiaa Trust, National Association 0.02% Reduce -97.1% 4,232 $409K
Allegiance Financial Group Advisory Services LLC 0.08% Add +0.2% 4,221 $408K
Apollon Wealth Management, LLC 0.01% Add +0.1% 4,216 $407K
Balefire, LLC 0.08% Add +23.3% 4,208 $407K
Rosenblum Silverman Sutton S F Inc. 0.11% Add +5.3% 4,170 $403K
Cassaday & Co Wealth Management LLC 0.01% Add +0.3% 4,086 $395K
IAG Wealth Partners, LLC 0.04% Reduce -9.4% 4,068 $393K
Brown Advisory Inc. 0.00% Reduce -9.1% 4,022 $389K
Gateway Wealth Partners, LLC 0.02% New 4,006 $387K
Delta Capital Management LLC 0.22% No change 4,000 $386K
Laraway Financial Advisors Inc 0.27% Reduce -16.9% 3,935 $380K
First Heartland Consultants, Inc. 0.03% Reduce -0.2% 3,933 $380K
Prospera Financial Services Inc 0.01% Reduce -29.0% 3,915 $378K
Benjamin Edwards Inc. 0.00% Reduce -1.0% 3,906 $377K
Bank of Montreal 0.00% Reduce -5.4% 3,873 $374K
Net Worth Advisory Group 0.08% Add +0.2% 3,864 $373K
WealthPlan Investment Management, LLC 0.02% New 3,851 $372K
Sensible Money, LLC 0.11% No change 3,796 $367K
M3 Advisory Group, LLC 0.22% No change 3,755 $363K
Orrstown Financial Services Inc. 0.06% Add +38.6% 3,715 $359K
Meridian Financial Advisors, LLC 0.19% No change 3,686 $356K
Koshinski Asset Management, Inc. 0.02% Add +9.3% 3,632 $351K
EP Wealth Advisors, LLC 0.00% Reduce -14.7% 3,614 $349K
Allworth Financial LP 0.00% Add +0.0% 3,605 $348K
Lowery Thomas, LLC 0.20% Add +0.2% 3,589 $347K
Total Clarity Wealth Management, Inc. 0.08% New 3,586 $346K
Falcon Wealth Planning 0.02% Reduce -11.0% 3,582 $346K
Wealth Advisors Northwest LLC 0.14% Add +4.5% 3,577 $346K
Cerity Partners LLC 0.00% Add +8.5% 3,544 $342K
Crescent Sterling, Ltd. 0.33% Add +1.8% 3,486 $337K
Third View Private Wealth, LLC 0.05% Reduce -11.6% 3,466 $335K
Legacy Trust 0.06% No change 3,450 $333K
Juncture Wealth Strategies, LLC 0.11% New 3,448 $333K
Wallace Advisory Group, LLC 0.35% Reduce -5.2% 3,437 $332K
Integrated Advisors Network LLC 0.02% Reduce -17.1% 3,405 $329K
Keating Financial Advisory Services, Inc. 0.05% Reduce -12.7% 3,359 $325K
CoreCap Advisors, LLC 0.01% Add +0.6% 3,348 $324K
Freestone Capital Holdings, LLC 0.01% Reduce -36.7% 3,337 $322K
Destiny Capital Corp 0.17% Add +0.1% 3,326 $321K
HF Advisory Group, LLC 0.11% Reduce -8.6% 3,322 $321K
Asset One Wealth Management LLC 0.04% Add +49.8% 3,025 $321K
LBMC Investment Advisors, LLC 0.02% Add +0.1% 3,310 $320K
Sei Investments Co. 0.00% No change 3,296 $318K
Valley Forge Investment Consultants Inc. Adv 0.10% Add +0.1% 3,296 $318K
Waldron Private Wealth LLC 0.01% Reduce -29.0% 3,250 $314K
PNC Financial Services Group, Inc. 0.00% No change 3,247 $314K
Bragg Financial Advisors, Inc 0.01% Add +6.7% 3,164 $306K
One Day In July LLC 0.02% Reduce -0.1% 3,150 $304K
Jacobs Equity LLC 0.27% Reduce -27.6% 2,704 $297K
Foundations Investment Advisors, LLC 0.00% Reduce -2.7% 3,053 $295K
Wrenne Financial Planning LLC 0.11% Add +0.0% 2,990 $289K
HB Wealth Management, LLC 0.00% Add +18.4% 2,972 $287K
Triton Financial Group Inc 0.49% New 2,976 $284K
Glenview Trust Co 0.00% No change 2,923 $282K
Jackson, Grant Investment Advisers, Inc. 0.09% Add +0.2% 2,890 $279K
Wiregrass Investment Management LLC 0.23% Add +10.0% 2,872 $277K
Janney Montgomery Scott LLC 0.00% Reduce -0.1% 2,813 $272K
Orin Green Financial, LLC 0.11% No change 2,805 $271K
Second Line Capital, LLC 0.05% Reduce -4.9% 2,486 $268K
Cadia Private Client LLC 0.22% No change 2,750 $266K
D. E. Shaw & Co. 0.00% No change 2,744 $265K
Rothschild Investment LLC 0.01% No change 2,657 $257K
Alliance Wealth Advisors, LLC 0.05% Reduce -22.9% 2,537 $245K
Verus Capital Partners, LLC 0.02% New 2,506 $242K
HRT Financial LP 0.00% New 2,491 $240K
Northern Trust Corp. 0.00% Reduce -1.9% 2,457 $237K
Ackerman Capital Advisors, LLC 0.05% Reduce -32.2% 2,445 $236K
Collaborative Wealth Managment Inc. 0.11% New 2,421 $234K
Mascagni Wealth Management, Inc. 0.17% No change 2,421 $234K
Courier Capital LLC 0.01% Add +1.8% 2,396 $232K
Empowered Funds, LLC 0.00% New 2,370 $229K
Hudson Portfolio Management LLC 0.19% Reduce -45.6% 2,325 $225K
4WEALTH Advisors, Inc. 0.19% Add +3.7% 2,405 $225K
Burns Matteson Capital Management, LLC 0.09% Reduce -0.9% 2,293 $222K
Altura Wealth Advisors Inc. 0.10% Reduce -6.1% 2,292 $221K
Foundation Wealth Management, LLC\PA 0.08% Reduce -1.0% 2,288 $221K
Independent Financial Group, LLC 0.00% Reduce -7.1% 2,270 $219K
Wedmont Private Capital 0.01% No change 2,147 $219K
Kestra Private Wealth Services, LLC 0.00% Reduce -1.0% 2,252 $218K
American Money Management, LLC 0.03% No change 2,222 $215K
Glass Jacobson Investment Advisors llc 0.07% Reduce -1.5% 2,218 $214K
Sovran Advisors, LLC 0.02% Reduce -13.0% 1,985 $214K
Share Andrew L. 0.10% No change 2,180 $211K
N.E.W. Advisory Services LLC 0.02% Add +33.5% 2,174 $210K
BLVD Private Wealth, LLC 0.18% Reduce -28.6% 2,125 $205K
AE Wealth Management LLC 0.00% Reduce -19.0% 2,123 $205K
Capstone Wealth Management Group, LLC 0.08% New 2,089 $202K
Quartz Partners, LLC 0.08% New 2,080 $201K
Glenmede Trust Co. NA 0.00% Add +20.3% 1,868 $180K
First Horizon Corp. 0.01% No change 1,822 $176K
SHP Wealth Management 0.01% Reduce -28.3% 1,789 $173K
First Command Advisory Services, Inc. 0.00% No change 1,780 $172K
Synergy Investment Management, LLC 0.05% New 1,718 $166K
Centerpoint Advisors, LLC 0.05% Reduce -6.5% 1,715 $166K
Islay Capital Management, LLC 0.08% No change 1,700 $164K
Lowe Brockenbrough & Co. Inc. 0.01% No change 1,640 $158K
Measured Wealth Private Client Group, LLC 0.04% Reduce -2.2% 1,616 $156K
Topsail Wealth Management, LLC 0.02% No change 1,597 $154K
Basepoint Wealth LLC 0.09% Reduce -7.1% 1,547 $149K
Creative Financial Designs Inc. 0.01% Reduce -11.4% 1,505 $145K
O'shaughnessy Asset Management, LLC 0.00% Add +64.2% 1,491 $144K
Golden State Wealth Management, LLC 0.02% Add +18.1% 1,486 $144K
Financial Consulate, Inc. 0.02% Reduce -38.7% 1,354 $131K
Deutsche Bank AG 0.00% New 1,323 $128K
MidFirst Bank 0.01% Add +1.6% 1,311 $127K
Ashton Thomas Private Wealth, LLC 0.00% New 1,263 $122K
Root Financial Partners, LLC 0.01% Add +1.8% 1,251 $121K
Lanark Financial, Inc. 0.01% No change 1,142 $110K
Smartleaf Asset Management LLC 0.00% Add +30.1% 1,180 $110K
Hollencrest Capital Management 0.00% No change 1,080 $104K
Ballast Advisors LLC 0.03% No change 1,071 $103K
Bogart Wealth, LLC 0.00% Reduce -2.1% 1,026 $99K
Arax Advisory Partners 0.00% No change 986 $95K
Financial Perspectives, Inc 0.03% No change 961 $93K
Tucker Asset Management LLC 0.03% Reduce -7.4% 910 $88K
Signaturefd, LLC 0.00% Add +0.1% 892 $86K
Sage Mountain Advisors LLC 0.01% No change 835 $81K
Tidemark, LLC 0.02% New 768 $74K
Cranbrook Wealth Management, LLC 0.01% No change 763 $74K
DHJJ Financial Advisors, Ltd. 0.02% No change 728 $70K
Hantz Financial Services, Inc. 0.00% New 655 $63K
Vanguard Advisers Inc. 0.00% — 640 $62K
Gen-Wealth Partners Inc 0.02% Add +0.5% 608 $59K
Opal Wealth Advisors, LLC 0.01% New 552 $53K
JFS Wealth Advisors, LLC 0.00% Add +0.2% 531 $51K
MCF Advisors LLC 0.00% New 525 $51K
Plante Moran Financial Advisors, LLC 0.00% No change 482 $47K
IMG Wealth Management, Inc. 0.03% No change 462 $45K
HM Payson & Co. 0.00% No change 440 $43K
Founders Financial Alliance, LLC 0.01% New 430 $42K
International Assets Investment Management, LLC 0.00% No change 422 $41K
Robinswood Financial LLC 0.01% No change 415 $40K
Sound Income Strategies, LLC 0.00% No change 410 $40K
Strategic Advocates LLC 0.16% Reduce -92.9% 379 $37K
Tsfg, LLC 0.01% No change 368 $36K
Global Assets Advisory, LLC 0.01% New 750 $35K
Legacy Wealth Managment, LLC 0.02% No change 356 $34K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +121.9% 355 $34K
IFP Advisors, Inc 0.00% Add +31.5% 317 $31K
Brown Brothers Harriman & Co. 0.00% No change 316 $31K
Monetary Solutions, Ltd 0.03% No change 306 $30K
TIAA Wealth Investment Management LLC 0.00% — 311 $29K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 300 $29K
Glassman Wealth Services 0.00% No change 296 $29K
Rossby Financial, LCC 0.01% New 283 $28K
Stone House Investment Management, LLC 0.00% No change 272 $26K
Pension & Wealth Management Advisors, Inc. 0.01% No change 270 $26K
Spire Wealth Management 0.00% No change 268 $26K
Founders Capital Management 0.01% No change 257 $25K
NBT Bank, N.A. 0.00% No change 246 $24K
Russell Investments Group, Ltd. 0.00% Add +3.0% 242 $23K
Strategic Wealth Partners, Ltd. 0.00% Reduce -0.8% 242 $23K
Allspring Global Investments Holdings, LLC 0.00% No change 235 $23K
NorthAvenue LLC 0.02% No change 233 $23K
Westside Investment Management, Inc. 0.00% No change 228 $22K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 220 $21K
Park Place Capital Corp 0.00% No change 220 $21K
TD Capital Management LLC 0.00% No change 185 $18K
Adirondack Trust Co. 0.01% No change 174 $17K
Bokf, NA 0.00% No change 173 $17K
Protective Life Corp. 0.05% New 164 $16K
DecisionPoint Financial, LLC 0.00% New 151 $15K
Clean Yield Group 0.00% No change 140 $14K
Eastern Bank 0.00% No change 139 $13K
UMB Bank, n.a. 0.00% No change 132 $13K
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
PlanVest Financial, Inc 0.01% — 113 $11K
Hamrick Investment Counsel, llc 0.01% No change 111 $11K
Realta Investment Advisors 0.00% No change 100 $10K
Medallion Wealth Advisors, LLC 0.00% No change 100 $10K
McIlrath & Eck, LLC 0.00% No change 100 $10K
Elevated Capital Advisors, LLC 0.00% No change 99 $10K
Phillips Financial Management, LLC 0.00% No change 96 $9K
Ulland Investment Advisors, LLC 0.01% No change 90 $9K
CBIZ Investment Advisory Services, LLC 0.00% No change 93 $9K
Harbor Asset Planning, Inc. 0.01% No change 91 $9K
Noble Wealth Management PBC 0.00% Reduce -36.0% 87 $8K
Qube Research & Technologies Ltd 0.00% New 84 $8K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -15.5% 82 $8K
Paladin Advisory Group, LLC 0.01% No change 80 $8K
Quaker Wealth Management, LLC 0.00% No change 76 $7K
Kozak & Associates, Inc. 0.00% No change 65 $7K
Hager Investment Management Services, LLC 0.00% No change 62 $6K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 58 $6K
Tradewinds Capital Management, LLC 0.00% No change 56 $5K
REAP Financial Group, LLC 0.00% No change 55 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 51 $5K
Go Invest LLC 0.00% No change 40 $4K
Valued Wealth Advisors LLC 0.00% No change 38 $4K
Godfrey Financial Associates, Inc. 0.00% No change 35 $3K
MPWM Advisory Solutions, LLC 0.00% No change 35 $3K
Foster Dykema Cabot & Partners, LLC 0.00% No change 32 $3K
Vermillion Wealth Management, Inc. 0.00% No change 30 $3K
GeoWealth Management, LLC 0.00% New 28 $3K
Orion Capital Management LLC 0.00% No change 24 $2K
Lodestone Wealth Management LLC 0.00% No change 21 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 20 $2K
Burk Holdings LLC 0.00% New 18 $2K
FWL Investment Management, LLC 0.00% No change 17 $2K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Crewe Advisors LLC 0.00% Reduce -84.6% 10 $967
Wolff Wiese Magana LLC 0.00% New 9 $870
Investment Research & Advisory Group, Inc. 0.00% No change 9 $870
Wilmington Savings Fund Society, FSB 0.00% No change 9 $870
Retiremitten Financial LLC 0.00% — 7 $676
Spurstone Advisory Services, LLC 0.01% No change 4 $386
Sunbelt Securities, Inc. 0.00% No change 4 $386
Tower Research Capital LLC (TRC) 0.00% Reduce -99.8% 3 $290
Frazier Financial Advisors, LLC 0.00% No change 1 $63

"% 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.