SPDR SERIES TRUST SLYG
S&P 600 SMCP GRW · ETP · CUSIP 78464A201
341
institutional holders
16.8m
shares reported held*
$1.2bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $70.33. Options: 3 managers hold calls ($217.0k notional), 0 hold puts (—).
Biggest calls
| CITADEL ADVISORS LLC | — | $211.0k3.1k shares |
| Paladin Advisory Group, LLC | — | $6.0k96 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Financial Engines Advisors L.L.C. 0.31% of their portfolio | 1.4m $94.2m | — |
| LPL Financial LLC 0.09% of their portfolio | 1.3m $89.5m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $72.3m | — |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1.75% of their portfolio | 545.0k $37.1m | — |
| STIFEL FINANCIAL CORP 0.05% of their portfolio | 468.7k $31.9m | — |
| NorthRock Partners, LLC 3.48% of their portfolio | 439.7k $30.0m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 343.2k $23.4m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 337.8k $23.0m | — |
| FAS Wealth Partners, Inc. 2.48% of their portfolio | 327.2k $22.3m | — |
| Rodgers & Associates, LTD 3.85% of their portfolio | 318.0k $21.7m | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 1.06% of their portfolio | 310.6k $21.2m | — |
| Mariner, LLC 0.08% of their portfolio | 305.8k $20.8m | — |
| TOWNSQUARE CAPITAL LLC 0.51% of their portfolio | 260.6k $17.8m | — |
| MORGAN STANLEY 0.00% of their portfolio | 256.7k $17.5m | — |
| Krilogy Financial LLC 1.90% of their portfolio | 234.2k $16.0m | — |
| Tradition Wealth Management, LLC 2.35% of their portfolio | 231.6k $15.7m | — |
| OSAIC HOLDINGS, INC. 0.03% of their portfolio | 218.0k $14.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio | 213.0k $14.5m | — |
| KWB Wealth 2.89% of their portfolio | 212.7k $14.5m | — |
| Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio | 204.4k $13.9m | — |
| AE Wealth Management LLC 0.11% of their portfolio | 203.2k $13.8m | — |
| Financial Planning & Information Services, Inc. 3.28% of their portfolio | 198.8k $13.5m | — |
| GHP Investment Advisors, Inc. 1.01% of their portfolio | 192.2k $13.1m | — |
| Roberts Financial Services LLC 3.63% of their portfolio | 190.2k $13.0m | — |
| Convergence Financial, LLC 14.16% of their portfolio | 189.4k $12.9m | — |
| AIRE ADVISORS, LLC 4.20% of their portfolio | 178.6k $12.2m | — |
| First National Trust Co 0.70% of their portfolio | 176.5k $12.0m | — |
| Klingman & Associates, LLC 1.17% of their portfolio | 174.7k $11.9m | — |
| WCG Wealth Advisors LLC 1.57% of their portfolio | 174.6k $11.9m | — |
| ASSETMARK, INC 0.05% of their portfolio | 166.1k $11.3m | — |
| Csenge Advisory Group 0.93% of their portfolio | 164.1k $11.2m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.18% of their portfolio | 161.5k $11.0m | — |
| Redwood Investment Management, LLC 2.26% of their portfolio | 158.1k $10.8m | — |
| UBS Group AG 0.01% of their portfolio | 154.2k $10.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 150.5k $10.2m | — |
| TIAA, FSB 0.03% of their portfolio | 117.5k $8.0m | — |
| Octavia Wealth Advisors, LLC 2.08% of their portfolio | 112.6k $7.7m | — |
| Sugarloaf Wealth Management, LLC 1.97% of their portfolio | 112.6k $7.7m | — |
| Shakespeare Wealth Management, LLC 2.98% of their portfolio | 103.7k $7.1m | — |
| Ford Financial Group, LLC 2.84% of their portfolio | 100.0k $6.8m | — |
| Avantax Planning Partners, Inc. 0.29% of their portfolio | 95.3k $6.5m | — |
| SIGNET FINANCIAL MANAGEMENT, LLC 1.24% of their portfolio | 93.2k $6.3m | — |
| M&T Bank Corp 0.03% of their portfolio | 91.9k $6.3m | — |
| MML INVESTORS SERVICES, LLC 0.05% of their portfolio | 91.0k $6.2m | — |
| Wealthcare Advisory Partners LLC 0.34% of their portfolio | 88.6k $6.0m | — |
| Cetera Advisor Networks LLC 0.07% of their portfolio | 85.0k $5.8m | — |
| RAINEY & RANDALL WEALTH ADVISORS INC. 2.22% of their portfolio | 84.3k $5.7m | — |
| MATHER GROUP, LLC. 0.12% of their portfolio | 82.7k $5.6m | — |
| Connecticut Wealth Management, LLC 0.52% of their portfolio | 82.2k $5.6m | — |
| McAdam, LLC 0.60% of their portfolio | 81.1k $5.5m | — |
| Private Advisor Group, LLC 0.06% of their portfolio | 75.0k $5.1m | — |
| Forbes Financial Planning, Inc. 7.23% of their portfolio | 72.9k $5.0m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 72.2k $4.9m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 72.1k $4.9m | — |
| Clarus Wealth Advisors 3.58% of their portfolio | 72.1k $5.0m | — |
| DENVER WEALTH MANAGEMENT, INC. 4.35% of their portfolio | 67.4k $4.6m | — |
| Equitable Holdings, Inc. 0.09% of their portfolio | 65.2k $4.4m | — |
| Diversified, LLC 2.19% of their portfolio | 63.9k $4.4m | — |
| WALLER FINANCIAL PLANNING GROUP, INC 1.29% of their portfolio | 61.8k $4.2m | — |
| ERn Financial, LLC 1.03% of their portfolio | 59.0k $4.0m | — |
| FINANCIAL CONSULATE, INC 1.68% of their portfolio | 58.5k $4.0m | — |
| Pacific Sun Financial Corp 2.74% of their portfolio | 57.2k $3.9m | — |
| Financial Strategies Group, Inc. 1.74% of their portfolio | 56.2k $3.8m | — |
| BARRETT & COMPANY, INC. 2.55% of their portfolio | 53.4k $3.9m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.13% of their portfolio | 51.2k $3.5m | — |
| IFP Advisors, Inc 0.32% of their portfolio | 48.5k $12.2m | — |
| Blue Barn Wealth, LLC 2.34% of their portfolio | 48.2k $3.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 47.8k $3.3m | — |
| Kingsview Wealth Management, LLC 0.15% of their portfolio | 46.2k $3.1m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 46.2k $3.1m | — |
| Marietta Wealth Management, LLC 0.78% of their portfolio | 45.9k $3.1m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 44.0k $3.0m | — |
| Prestige Wealth Management Group LLC 0.84% of their portfolio | 43.7k $3.0m | — |
| HARBOUR INVESTMENTS, INC. 0.21% of their portfolio | 43.4k $3.1m | — |
| CX Institutional 0.20% of their portfolio | 42.9k $2.9m | — |
| Key Financial Inc 1.36% of their portfolio | 42.5k $2.9m | — |
| WealthShield Partners, LLC 0.57% of their portfolio | 42.2k $2.9m | — |
| Creative Planning 0.00% of their portfolio | 41.0k $2.8m | — |
| Laidlaw Wealth Management LLC 0.63% of their portfolio | 39.7k $2.7m | — |
| EisnerAmper Wealth Management Corporate Benefits, LLC 1.53% of their portfolio | 39.5k $2.7m | — |
| Clark Capital Management Group, Inc. 0.04% of their portfolio | 39.3k $2.7m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 38.3k $2.6m | — |
| Ledge Wealth Management, Inc. 1.49% of their portfolio | 35.7k $2.4m | — |
| Savant Capital, LLC 0.07% of their portfolio | 34.4k $2.3m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio | 34.3k $2.3m | — |
| Pinnacle Financial Partners Inc 0.08% of their portfolio | 33.4k $2.3m | — |
| Baird Financial Group, Inc. 0.01% of their portfolio | 33.2k $2.3m | — |
| Koss-Olinger Consulting, LLC 0.38% of their portfolio | 32.7k $2.2m | — |
| Probity Advisors, Inc. 0.53% of their portfolio | 31.3k $2.1m | — |
| BURNEY CO/ 0.12% of their portfolio | 30.7k $2.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 30.2k $2.1m | — |
| CarsonAllaria Wealth Management, Ltd. 1.87% of their portfolio | 29.5k $2.0m | — |
| Veritable, L.P. 0.04% of their portfolio | 29.3k $2.0m | — |
| Steward Partners Investment Advisory, LLC 0.04% of their portfolio | 29.1k $2.0m | — |
| Diligent Investors, LLC 0.71% of their portfolio | 29.0k $2.0m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 26.8k $1.8m | — |
| COLONY GROUP LLC 0.03% of their portfolio | 26.0k $1.8m | — |
| Gladstone Institutional Advisory LLC 0.14% of their portfolio | 26.0k $1.8m | — |
| Financial Advocates Investment Management 0.15% of their portfolio | 25.3k $1.7m | — |
| Barden Capital Management, Inc. 1.97% of their portfolio | 24.8k $1.7m | — |