SLYG Institutional Ownership
State Street SPDR S&P 600 Small Cap Growth ETF
1W: +0.4%
1M: -3.4%
3M: -7.7%
YTD: +14.4%
1Y: +15.6%
3Y: +52.2%
5Y: +28.7%
$109.02
+1.55 (+1.44%)
Weekly Expected Move ±1.5%
$106
$107
$109
$111
$112
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SLYG
585
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
72
New Positions
194
Increased
223
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (610 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 8,857,722 | $966M | +524,772 | +6.3% | 53Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 1,062,120 | $116M | -32,191 | -2.9% | 38Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 939,694 | $102M | -49,885 | -5.0% | 15Q | SEC ↗ |
| 4 | MORGAN STANLEY | 882,645 | $96M | -40,590 | -4.4% | 60Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 804,140 | $88M | -42,715 | -5.0% | 16Q | SEC ↗ |
| 6 | NorthRock Partners, LLC | 732,397 | $80M | +50,101 | +7.3% | 28Q | SEC ↗ |
| 7 | Savant Capital, LLC | 626,233 | $68M | +311,923 | +99.2% | 27Q | SEC ↗ |
| 8 | Diversified Enterprises, LLC | 554,547 | $60M | +15,235 | +2.8% | 8Q | SEC ↗ |
| 9 | Everhart Financial Group, Inc. | 538,759 | $59M | +493,819 | +1098.8% | 5Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 518,242 | $56M | +44,190 | +9.3% | 10Q | SEC ↗ |
| 11 | WCG Wealth Advisors LLC | 403,762 | $44M | -29,946 | -6.9% | 17Q | SEC ↗ |
| 12 | Rodgers & Associates, LTD | 403,692 | $44M | -14,624 | -3.5% | 23Q | SEC ↗ |
| 13 | FAS Wealth Partners, Inc. | 380,346 | $41M | +37,374 | +10.9% | 41Q | SEC ↗ |
| 14 | Convergence Financial, LLC | 365,342 | $40M | +172,559 | +89.5% | 19Q | SEC ↗ |
| 15 | Avantax Planning Partners, Inc. | 352,536 | $38M | +19,037 | +5.7% | 39Q | SEC ↗ |
| 16 | Krilogy Financial LLC | 352,106 | $38M | -124 | -0.0% | 44Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 317,677 | $35M | +21,641 | +7.3% | 7Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 300,728 | $33M | -13,939 | -4.4% | 53Q | SEC ↗ |
| 19 | Pacific Life Fund Advisors LLC NEW | 286,594 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 20 | UBS Group AG | 281,801 | $31M | -46,237 | -14.1% | 47Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 273,222 | $30M | -11,512 | -4.0% | 26Q | SEC ↗ |
| 22 | Mariner, LLC | 256,942 | $28M | -44,429 | -14.7% | 35Q | SEC ↗ |
| 23 | GHP Investment Advisors, Inc. | 254,137 | $28M | +4,309 | +1.7% | 43Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 232,974 | $25M | +25,244 | +12.2% | 17Q | SEC ↗ |
| 25 | AIRE ADVISORS, LLC | 230,151 | $25M | +2,496 | +1.1% | 19Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 216,097 | $24M | -76,322 | -26.1% | 76Q | SEC ↗ |
| 27 | First National Trust Co | 206,257 | $22M | +2,576 | +1.3% | 35Q | SEC ↗ |
| 28 | OpenArc Corporate Advisory, LLC | 205,387 | $22M | -5,494 | -2.6% | 3Q | SEC ↗ |
| 29 | Klingman & Associates, LLC | 203,898 | $22M | -208 | -0.1% | 31Q | SEC ↗ |
| 30 | Grey Fox Wealth Advisors, LLC | 179,787 | $20M | +2,911 | +1.6% | 15Q | SEC ↗ |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 179,671 | $20M | -19,381 | -9.7% | 34Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 168,328 | $18M | -6,687 | -3.8% | 35Q | SEC ↗ |
| 33 | VICTORY FINANCIAL GROUP, LLC | 164,987 | $18M | +1,453 | +0.9% | 7Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 164,196 | $18M | +5,587 | +3.5% | 42Q | SEC ↗ |
| 35 | Equitable Holdings, Inc. | 151,367 | $17M | -30,799 | -16.9% | 27Q | SEC ↗ |
| 36 | CWM, LLC | 137,291 | $15M | -10,341 | -7.0% | 18Q | SEC ↗ |
| 37 | Optimist Retirement Group LLC | 131,839 | $14M | -1,980 | -1.5% | 11Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 125,342 | $14M | +25,297 | +25.3% | 52Q | SEC ↗ |
| 39 | Marietta Wealth Management, LLC | 120,589 | $13M | +2,352 | +2.0% | 39Q | SEC ↗ |
| 40 | Shakespeare Wealth Management, LLC | 119,563 | $13M | -62,714 | -34.4% | 31Q | SEC ↗ |
| 41 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 115,518 | $13M | -5,914 | -4.9% | 2Q | SEC ↗ |
| 42 | CORNERSTONE ADVISORS ASSET MANAGEMENT, | 111,228 | $12M | +83,510 | +301.3% | 2Q | SEC ↗ |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 109,766 | $12M | -5,271 | -4.6% | 46Q | SEC ↗ |
| 44 | Integrated Wealth Concepts LLC | 109,263 | $12M | +3,249 | +3.1% | 9Q | SEC ↗ |
| 45 | MONECO ADVISORS, LLC | 104,727 | $11M | +12,945 | +14.1% | 19Q | SEC ↗ |
| 46 | RAINEY & RANDALL WEALTH ADVISORS INC. | 102,047 | $11M | -719 | -0.7% | 24Q | SEC ↗ |
| 47 | Csenge Advisory Group | 101,204 | $11M | -3,109 | -3.0% | 17Q | SEC ↗ |
| 48 | MATHER GROUP, LLC. | 98,823 | $11M | -445 | -0.4% | 31Q | SEC ↗ |
| 49 | BIP Wealth, LLC | 95,010 | $10M | +766 | +0.8% | 14Q | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 88,793 | $10M | +8,337 | +10.4% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | 286,594 | $31M |
| IFG Advisory, LLC | 59,885 | $7M |
| OPPENHEIMER & CO INC | 49,741 | $5M |
| Carolina Wealth Management Inc | 39,530 | $4M |
| Global Retirement Partners, LLC | 33,455 | $4M |
| True Blue Financial, LLC | 25,282 | $3M |
| Kinetic Wealth Investment Advisors | 20,144 | $2M |
| Nuveen, LLC | 19,997 | $2M |
| Advisor OS, LLC | 19,308 | $2M |
| Wealth Watch Advisors, INC | 18,971 | $2M |
| Triangle Securities Wealth Manageme | 18,038 | $2M |
| Blue Capital, Inc. | 13,456 | $1M |
| Thrivent Financial for Lutherans | 11,732 | $1M |
| TritonPoint Partners, LLC | 7,347 | $801K |
| Vise Technologies, Inc. | 6,453 | $704K |
| Sixth Street Partners Management Co | 5,321 | $580K |
| MISSION WEALTH MANAGEMENT, LP | 4,257 | $464K |
| Diversify Advisory Services, LLC | 4,248 | $463K |
| WORLD EQUITY GROUP, INC. | 3,412 | $372K |
| Coppell Advisory Solutions LLC | 2,540 | $277K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Baer Investment Advisory LLC | 163,534 | $18M |
| Corient Private Wealth LLC | 44,963 | $5M |
| Pinnacle Family Advisors, LLC | 20,057 | $2M |
| FLOW TRADERS U.S. LLC | 11,811 | $1M |
| CITADEL ADVISORS LLC | 7,500 | $818K |
| Orion Porfolio Solutions, LLC | 6,631 | $723K |
| Envestnet Portfolio Solutions, Inc. | 5,904 | $644K |
| Richmond Investment Services, LLC | 5,461 | $595K |
| TFB Advisors LLC | 5,121 | $558K |
| IFS Group,LLC | 4,429 | $483K |
| Bishop & Co Investment Management, | 4,137 | $451K |
| Gateway Wealth Partners, LLC | 4,006 | $437K |
| Prospera Financial Services Inc | 3,915 | $427K |
| Net Worth Advisory Group | 3,864 | $421K |
| WealthPLAN Partners, LLC | 3,819 | $416K |
| Triton Financial Group Inc | 2,976 | $324K |
| D. E. Shaw & Co., Inc. | 2,744 | $299K |
| FIDUCIARY FAMILY OFFICE, LLC | 2,608 | $284K |
| HRT FINANCIAL LP | 2,491 | $272K |
| Retirement Management Systems Inc. | 2,397 | $261K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | -148,900 | -74.5% | 51,100 |
| Independent Advisor Alliance | -96,200 | -93.8% | 6,370 |
| WELLS FARGO & COMPANY/MN | -76,322 | -26.1% | 216,097 |
| BALANCED WEALTH GROUP LLC | -70,655 | -59.4% | 48,384 |
| Shakespeare Wealth Management, LLC | -62,714 | -34.4% | 119,563 |
| WealthShield Partners, LLC | -54,692 | -99.5% | 300 |
| BANK OF AMERICA CORP /DE | -49,885 | -5.0% | 939,694 |
| UBS Group AG | -46,237 | -14.1% | 281,801 |
| Mariner, LLC | -44,429 | -14.7% | 256,942 |
| AMERIPRISE FINANCIAL INC | -42,715 | -5.0% | 804,140 |
| MORGAN STANLEY | -40,590 | -4.4% | 882,645 |
| Steward Partners Investment Advisor | -39,499 | -97.8% | 905 |
| Financial Engines Advisors L.L.C. | -32,191 | -2.9% | 1,062,120 |
| Equitable Holdings, Inc. | -30,799 | -16.9% | 151,367 |
| WCG Wealth Advisors LLC | -29,946 | -6.9% | 403,762 |
| McAdam, LLC | -25,966 | -57.6% | 19,152 |
| Compton Financial Group, LLC | -20,897 | -33.6% | 41,246 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -19,381 | -9.7% | 179,671 |
| Merit Financial Group, LLC | -17,038 | -44.1% | 21,573 |
| Rodgers & Associates, LTD | -14,624 | -3.5% | 403,692 |