Vault-13

SPDR SERIES TRUST SLYG

S&P 600 SMCP GRW · ETP · CUSIP 78464A201

559 institutional holders +39 vs Q1 2026
30,556,77330.6m shares reported held*
$3.6bnreported value*
63 new 196 added 198 reduced 22 sold out net bought ≈ $211.6m (+1.8m shares)

* 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 ($3.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $119.19. Options: 1 managers hold calls ($28.4k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 341Q4 22: 371Q1 23: 366Q2 23: 373Q3 23: 385Q4 23: 430Q1 24: 442Q2 24: 444Q3 24: 466Q4 24: 479Q1 25: 465Q2 25: 488Q3 25: 487Q4 25: 513Q1 26: 520Q2 26: 559559Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022341
Q4 2022371
Q1 2023366
Q2 2023373
Q3 2023385
Q4 2023430
Q1 2024442
Q2 2024444
Q3 2024466
Q4 2024479
Q1 2025465
Q2 2025488
Q3 2025487
Q4 2025513
Q1 2026520
Q2 2026559

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 228 bought or addedQ3 24: 180 cut or sold outQ4 24: 214 bought or addedQ4 24: 187 cut or sold outQ4 24Q1 25: 213 bought or addedQ1 25: 212 cut or sold outQ2 25: 231 bought or addedQ2 25: 196 cut or sold outQ2 25Q3 25: 225 bought or addedQ3 25: 208 cut or sold outQ4 25: 230 bought or addedQ4 25: 211 cut or sold outQ4 25Q1 26: 228 bought or addedQ1 26: 210 cut or sold outQ2 26: 259 bought or addedQ2 26: 220 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024228180
Q4 2024214187
Q1 2025213212
Q2 2025231196
Q3 2025225208
Q4 2025230211
Q1 2026228210
Q2 2026259220

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 25 calls: $1.3mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $10.9mQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $28.4kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$1.3m$00.00
Q4 2025$0$0—
Q1 2026$10.9m$00.00
Q2 2026$28.4k$00.00

Biggest buyers

LPL Financial LLC Added +524,772+524.8k
Everhart Financial Group, Inc. Added +493,819+493.8k
Savant Capital, LLC Added +311,923+311.9k
Pacific Life Fund Advisors LLC New +286,594+286.6k
Convergence Financial, LLC Added +172,559+172.6k
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC Added +83,510+83.5k
IFG Advisory, LLC New +59,885+59.9k
EP Wealth Advisors, LLC Added +55,893+55.9k
NorthRock Partners, LLC Added +50,101+50.1k
OPPENHEIMER & CO INC New +49,741+49.7k

Biggest sellers

BNP PARIBAS FINANCIAL MARKETS Reduced -148,900-148.9k
Independent Advisor Alliance Reduced -96,200-96.2k
WELLS FARGO & COMPANY/MN Reduced -76,322-76.3k
BALANCED WEALTH GROUP LLC Reduced -70,655-70.7k
Shakespeare Wealth Management, LLC Reduced -62,714-62.7k
WealthShield Partners, LLC Reduced -54,692-54.7k
BANK OF AMERICA CORP /DE/ Reduced -49,885-49.9k
UBS Group AG Reduced -46,237-46.2k
Mariner, LLC Reduced -44,429-44.4k
AMERIPRISE FINANCIAL INC Reduced -42,715-42.7k

Biggest calls

GROUP ONE TRADING LLC New $28.4k100 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.24% of their portfolio FORT MILL, SC 8,857,7228.9m $1.1bn $1.1bn 0.24% Added +524.8k +524,772
2 Financial Engines Advisors L.L.C. 0.22% of their portfolio SANTA CLARA, CA 1,062,1201.1m $126.5m $126.5m 0.22% Reduced -32.2k -32,191
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 939,694939.7k $111.9m $111.9m 0.01% Reduced -49.9k -49,885
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 882,645882.6k $105.1m $105.1m 0.01% Reduced -40.6k -40,590
5 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 804,140804.1k $96.0m $96.0m 0.02% Reduced -42.7k -42,715
6 NorthRock Partners, LLC 1.27% of their portfolio MINNEAPOLIS, MN 732,397732.4k $87.3m $87.3m 1.27% Added +50.1k +50,101
7 Savant Capital, LLC 0.20% of their portfolio ROCKFORD, IL 626,233626.2k $67.5m $67.5m 0.20% Added +311.9k +311,923
8 Diversified Enterprises, LLC 3.20% of their portfolio Wilmington, DE 554,547554.5k $66.1m $66.1m 3.20% Added +15.2k +15,235
9 Everhart Financial Group, Inc. 4.11% of their portfolio Dublin, OH 538,759538.8k $64.2m $64.2m 4.11% Added +493.8k +493,819
10 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 518,242518.2k $61.7m $61.7m 0.06% Added +44.2k +44,190
11 WCG Wealth Advisors LLC 1.14% of their portfolio LAS VEGAS, NV 403,762403.8k $48.1m $48.1m 1.14% Reduced -29.9k -29,946
12 Rodgers & Associates, LTD 4.36% of their portfolio Lancaster, PA 403,692403.7k $48.1m $48.1m 4.36% Reduced -14.6k -14,624
13 FAS Wealth Partners, Inc. 2.36% of their portfolio LEAWOOD, KS 380,346380.3k $45.3m $45.3m 2.36% Added +37.4k +37,374
14 Convergence Financial, LLC 3.46% of their portfolio COLUMBIA, MO 365,342365.3k $43.5m $43.5m 3.46% Added +172.6k +172,559
15 Avantax Planning Partners, Inc. 1.05% of their portfolio DUBUQUE, IA 352,536352.5k $42.0m $42.0m 1.05% Added +19.0k +19,037
16 Krilogy Financial LLC 1.24% of their portfolio ST. LOUIS, MO 352,106352.1k $41.9m $41.9m 1.24% Reduced -124 -124
17 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 317,677317.7k $37.8m $37.8m 0.01% Added +21.6k +21,641
18 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 300,728300.7k $35.8m $35.8m 0.03% Reduced -13.9k -13,939
19 Pacific Life Fund Advisors LLC 3.75% of their portfolio NEWPORT BEACH, CA 286,594286.6k $34.1m $34.1m 3.75% New
20 UBS Group AG 0.01% of their portfolio ZURICH, V8 281,801281.8k $33.6m $33.6m 0.01% Reduced -46.2k -46,237
21 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 273,222273.2k $32.6m $32.6m 0.04% Reduced -11.5k -11,512
22 Mariner, LLC 0.03% of their portfolio Overland Park, KS 256,942256.9k $30.6m $30.6m 0.03% Reduced -44.4k -44,429
23 GHP Investment Advisors, Inc. 1.11% of their portfolio Denver, CO 254,137254.1k $30.3m $30.3m 1.11% Added +4.3k +4,309
24 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 232,974233.0k $27.4m $27.4m 0.01% Added +25.2k +25,244
25 AIRE ADVISORS, LLC 4.46% of their portfolio BEVERLY HILLS, CA 230,151230.2k $27.4m $27.4m 4.46% Added +2.5k +2,496
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 216,097216.1k $25.7m $25.7m 0.00% Reduced -76.3k -76,322
27 First National Trust Co 0.83% of their portfolio Johnstown, PA 206,257206.3k $24.6m $24.6m 0.83% Added +2.6k +2,576
28 OpenArc Corporate Advisory, LLC 0.29% of their portfolio ATLANTA, GA 205,387205.4k $24.5m $24.5m 0.29% Reduced -5.5k -5,494
29 Klingman & Associates, LLC 1.03% of their portfolio New York, NY 203,898203.9k $24.3m $24.3m 1.03% Reduced -208 -208
30 Grey Fox Wealth Advisors, LLC 3.36% of their portfolio ROCKLAND, DE 179,787179.8k $21.4m $21.4m 3.36% Added +2.9k +2,911
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 179,671179.7k $21.4m $21.4m 0.01% Reduced -19.4k -19,381
32 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 168,328168.3k $20.1m $20.1m 0.03% Reduced -6.7k -6,687
33 VICTORY FINANCIAL GROUP, LLC 2.07% of their portfolio AUSTIN, TX 164,987165.0k $19.7m $19.7m 2.07% Added +1.5k +1,453
34 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 164,196164.2k $19.6m $19.6m 0.09% Added +5.6k +5,587
35 Equitable Holdings, Inc. 0.11% of their portfolio NEW YORK, NY 151,367151.4k $18.0m $18.0m 0.11% Reduced -30.8k -30,799
36 Optimist Retirement Group LLC 6.06% of their portfolio BELLEVUE, WA 131,839131.8k $15.7m $15.7m 6.06% Reduced -2.0k -1,980
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 125,342125.3k $14.9m $14.9m 0.00% Added +25.3k +25,297
38 Marietta Wealth Management, LLC 1.48% of their portfolio MARIETTA, GA 120,589120.6k $14.4m $14.4m 1.48% Added +2.4k +2,352
39 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 120,013120.0k $14.3m $14.3m 0.07% Added +14.0k +13,999
40 Shakespeare Wealth Management, LLC 3.77% of their portfolio Pewaukee, WI 119,563119.6k $14.2m $14.2m 3.77% Reduced -62.7k -62,714
41 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 117,456117.5k $14.0m $14.0m 0.02% Added +49.7k +49,704
42 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.05% of their portfolio CHARLOTTE, NC 115,518115.5k $13.8m $13.8m 0.05% Reduced -5.9k -5,914
43 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1.73% of their portfolio BETHLEHEM, PA 111,228111.2k $13.3m $13.3m 1.73% Added +83.5k +83,510
44 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 109,766109.8k $13.1m $13.1m 0.00% Reduced -5.3k -5,271
45 MONECO ADVISORS, LLC 0.76% of their portfolio FAIRFIELD, CT 104,727104.7k $12.5m $12.5m 0.76% Added +12.9k +12,945
46 RAINEY & RANDALL WEALTH ADVISORS INC. 1.74% of their portfolio Celebration, FL 102,047102.0k $12.2m $12.2m 1.74% Reduced -719 -719
47 Csenge Advisory Group 0.49% of their portfolio CLEARWATER, FL 101,204101.2k $12.1m $12.1m 0.49% Reduced -3.1k -3,109
48 MATHER GROUP, LLC. 0.10% of their portfolio CHICAGO, IL 98,82398.8k $11.8m $11.8m 0.10% Reduced -445 -445
49 BIP Wealth, LLC 0.32% of their portfolio ATLANTA, GA 95,01095.0k $11.3m $11.3m 0.32% Added +766 +766
50 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 88,79388.8k $10.6m $10.6m 0.01% Added +8.3k +8,337
51 Mutual Advisors, LLC 0.19% of their portfolio OMAHA, NE 85,53285.5k $10.2m $10.2m 0.19% Added +3.2k +3,160
52 MAI Capital Management 0.04% of their portfolio INDEPENDENCE, OH 85,00785.0k $10.1m $10.1m 0.04% Added +420 +420
53 Financial Strategies Group, Inc. 1.55% of their portfolio OKEMOS, MI 83,84183.8k $9.7m $9.7m 1.55% Added +1.4k +1,376
54 Key Financial Inc 1.57% of their portfolio WEST CHESTER, PA 80,32580.3k $9.6m $9.6m 1.57% Reduced -2.8k -2,802
55 Integrity Wealth Solutions LLC 3.51% of their portfolio DENVER, CO 79,64279.6k $9.5m $9.5m 3.51% Added +1.2k +1,221
56 HRC WEALTH MANAGEMENT, LLC 3.84% of their portfolio Moscow, ID 78,83178.8k $9.4m $9.4m 3.84% Added +2.7k +2,711
57 Cerro Pacific Wealth Advisors LLC 2.11% of their portfolio San Luis Obispo, CA 78,25678.3k $9.3m $9.3m 2.11% Added +2.8k +2,816
58 EARNED WEALTH ADVISORS, LLC 0.59% of their portfolio WALNUT CREEK, CA 77,24677.2k $9.2m $9.2m 0.59% Added +182 +182
59 Tradition Wealth Management, LLC 0.56% of their portfolio EDINA, MN 76,89376.9k $9.2m $9.2m 0.56% Added +336 +336
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 76,16876.2k $8.9m $8.9m 0.01% Added +18.4k +18,385
61 Leicht Financial Planning & Wealth Management, Inc. 3.70% of their portfolio PARSIPPANY, NJ 75,78875.8k $9.0m $9.0m 3.70% Added +18.7k +18,698
62 KWB Wealth 0.77% of their portfolio REDLANDS, CA 75,46075.5k $9.0m $9.0m 0.77% Reduced -513 -513
63 Leslie Global Wealth, LLC 3.45% of their portfolio Itasca, IL 74,34274.3k $8.9m $8.9m 3.45% Added +15.2k +15,181
64 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 74,00674.0k $8.8m $8.8m 0.06% Added +60 +60
65 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 72,74772.7k $8.7m $8.7m 0.03% Added +821 +821
66 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 72,10572.1k $8.6m $8.6m 0.01% Reduced -3.9k -3,896
67 Nvest Wealth Strategies, Inc. 5.30% of their portfolio POWELL, OH 70,70470.7k $8.4m $8.4m 5.30% Added +541 +541
68 Wealthcare Advisory Partners LLC 0.16% of their portfolio WEST CHESTER, PA 70,37770.4k $8.4m $8.4m 0.16% Reduced -1.1k -1,116
69 Strategies Wealth Advisors, LLC 0.74% of their portfolio GRAND RAPIDS, MI 69,78569.8k $8.3m $8.3m 0.74% Reduced -3.1k -3,127
70 Fragasso Financial Advisors Inc 0.43% of their portfolio SEWICKLEY, PA 67,02567.0k $8.0m $8.0m 0.43% Reduced -22 -22
71 New England Capital Financial Advisors LLC 1.88% of their portfolio MERIDEN, CT 66,06566.1k $7.9m $7.9m 1.88% Reduced -465 -465
72 Roberts Financial Services LLC 2.11% of their portfolio MARQUETTE, MI 60,44560.4k $7.2m $7.2m 2.11% Reduced -37 -37
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 60,14860.1k $7.2m $7.2m 0.01% Added +29.1k +29,083
74 IFG Advisory, LLC 0.25% of their portfolio ATLANTA, GA 59,88559.9k $7.1m $7.1m 0.25% New
75 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 59,50759.5k $7.1m $7.1m 0.03% Added +55.9k +55,893
76 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 59,42659.4k $7.1m $7.1m 0.01% Reduced -5.0k -4,968
77 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 58,99459.0k $7.0m $7.0m 0.00% Added +1.2k +1,235
78 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 58,30958.3k $6.9m $6.9m 0.01% Added +40.9k +40,906
79 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 58,01358.0k $6.9m $6.9m 0.01% Added +7.5k +7,550
80 Financial Security Advisor, Inc. 1.10% of their portfolio VIRGINIA BEACH, VA 56,96757.0k $6.8m $6.8m 1.10% Reduced -1.4k -1,369
81 Junk Investment Group, LLC 2.92% of their portfolio HUNT VALLEY, MD 55,29355.3k $6.6m $6.6m 2.92% Reduced -349 -349
82 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 53,91053.9k $6.4m $6.4m 0.01% Reduced -2.8k -2,770
83 BARRETT & COMPANY, INC. 1.80% of their portfolio PROVIDENCE, RI 53,85853.9k $6.4m $6.4m 1.80% Added +2.6k +2,592
84 Midwest Financial Group LLC 2.23% of their portfolio Overland Park, KS 53,30653.3k $6.4m $6.4m 2.23% Added +2.3k +2,346
85 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 51,10051.1k $6.1m $6.1m 0.00% Reduced -148.9k -148,900
86 Summit Financial, LLC 0.07% of their portfolio PARSIPPANY, NJ 50,89950.9k $6.1m $6.1m 0.07% Reduced -1.0k -1,047
87 Pacific Sun Financial Corp 2.50% of their portfolio LOS ANGELES, CA 50,81850.8k $6.1m $6.1m 2.50% Reduced -1.2k -1,225
88 Financial Concepts Unlimited, Inc. 4.65% of their portfolio CENTREVILLE, ME 49,81749.8k $5.9m $5.9m 4.65% Added +293 +293
89 OPPENHEIMER & CO INC 0.06% of their portfolio NEW YORK, NY 49,74149.7k $5.9m $5.9m 0.06% New
90 INTERACTIVE FINANCIAL ADVISORS, INC. 3.51% of their portfolio New Lenox, IL 49,30349.3k $5.8m $5.8m 3.51% Added +669 +669
91 J.W. COLE ADVISORS, INC. 0.10% of their portfolio TAMPA, FL 48,75348.8k $5.8m $5.8m 0.10% Reduced -1.0k -1,023
92 ERn Financial, LLC 0.96% of their portfolio MIDDLETON, WI 48,68548.7k $5.8m $5.8m 0.96% Reduced -571 -571
93 Quent Capital, LLC 0.36% of their portfolio NEW YORK, NY 48,62648.6k $5.8m $5.8m 0.36% Added +2.0k +2,006
94 TME FINANCIAL, INC. 3.56% of their portfolio Huntington Beach, CA 48,44748.4k $5.8m $5.8m 3.56% Added +18.6k +18,573
95 Marathon Mission, Inc. 2.88% of their portfolio ALBANY, NY 48,44248.4k $5.8m $5.8m 2.88% Added +1.8k +1,773
96 BALANCED WEALTH GROUP LLC 1.82% of their portfolio WESTLAKE, OH 48,38448.4k $5.8m $5.8m 1.82% Reduced -70.7k -70,655
97 Geneos Wealth Management Inc. 0.12% of their portfolio ENGLEWOOD, CO 47,64447.6k $5.7m $5.7m 0.12% Reduced -198 -198
98 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 47,40447.4k $5.6m $5.6m 0.00% Reduced -2.9k -2,948
99 Graney & King, LLC 2.01% of their portfolio LATHAM, NY 46,91946.9k $5.6m $5.6m 2.01% Added +926 +926
100 Livet Wealth, LLC 3.14% of their portfolio SALT LAKE CITY, UT 45,74845.7k $5.5m $5.5m 3.14% Reduced -896 -896