SLYG Institutional Ownership & Shareholders

SPDR S&P 600 SMALL CAP GROWT (SLYG) is currently held by 537 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of SLYG tracked by InsiderSet, reporting ownership valued at approximately $1.06B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $972.22M, representing an estimated loss of -7.87% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed SLYG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Financial Engines Advisors L.L.C., Bank Of America Corp, and several other long-term asset managers with concentrated positions in SPDR S&P 600 SMALL CAP GROWT (SLYG).

This page ranks the largest institutional SLYG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

537

Total Reported Value

$3.50B

Largest Holder

Lpl Financial Llc

Largest Position

$1.06B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

47

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.24%8,857,722$1,055,220,356$972,223,567-$82,996,789-7.87%
Financial Engines Advisors L.L.C.0.22%1,062,120$126,530,414$116,578,291-$9,952,123-7.87%
Bank Of America Corp0.01%939,694$111,945,771$103,140,813-$8,804,958-7.87%
Morgan Stanley0.01%882,645$105,149,563$96,879,115-$8,270,448-7.87%
Ameriprise Financial Inc0.02%804,140$96,009,287$88,262,406-$7,746,881-8.07%
Northrock Partners, Llc1.27%732,397$87,250,473$80,387,895-$6,862,578-7.87%
Savant Capital, Llc0.20%626,233$67,528,446$68,735,334+$1,206,888+1.79%
Cetera Investment Advisers0.06%518,242$61,738,170$56,882,242-$4,855,928-7.87%
Everhart Financial Group, Inc.3.74%567,965$60,755,186$62,339,838+$1,584,652+2.61%
Diversified Enterprises, Llc2.81%567,280$60,681,908$62,264,653+$1,582,745+2.61%
Wcg Wealth Advisors Llc1.14%403,762$48,100,050$44,316,917-$3,783,133-7.87%
Fas Wealth Partners, Inc.2.36%380,346$45,310,660$41,746,777-$3,563,883-7.87%
Rodgers & Associates, Ltd4.01%397,087$42,476,359$43,584,269+$1,107,910+2.61%
Avantax Planning Partners, Inc.1.05%352,536$41,997,651$38,694,351-$3,303,300-7.87%
Raymond James Financial Inc0.01%317,677$37,844,910$34,868,228-$2,976,682-7.87%
Krilogy Financial Llc1.02%343,061$37,163,759$37,654,375+$490,616+1.32%
Pacific Life Fund Advisors Llc3.75%286,594$34,141,943$31,456,557-$2,685,386-7.87%
Ubs Group Ag0.01%281,801$33,570,953$30,930,478-$2,640,475-7.87%
Osaic Holdings, Inc.0.04%273,222$32,555,608$29,988,847-$2,566,761-7.88%
Mariner, Llc0.03%256,942$30,609,454$28,201,954-$2,407,500-7.87%
Jones Financial Companies Lllp0.01%232,974$27,403,046$25,571,226-$1,831,820-6.68%
Ghp Investment Advisors, Inc.1.02%254,922$27,268,981$27,980,239+$711,258+2.61%
Wells Fargo & Company/Mn0.00%216,097$25,743,592$23,718,807-$2,024,785-7.87%
Aire Advisors, Llc4.09%235,690$25,211,795$25,869,334+$657,539+2.61%
Openarc Corporate Advisory, Llc0.25%206,755$22,116,539$22,693,429+$576,890+2.61%
Klingman & Associates, Llc0.90%202,931$21,707,512$22,273,707+$566,195+2.61%
First National Trust Co0.75%202,173$21,626,445$22,190,508+$564,063+2.61%
Grey Fox Wealth Advisors, Llc3.36%179,787$21,418,037$19,733,421-$1,684,616-7.87%
Convergence Financial, Llc2.78%185,229$19,813,999$20,330,735+$516,736+2.61%
Private Advisor Group, Llc0.09%164,196$19,560,621$18,022,153-$1,538,468-7.87%
Victory Financial Group, Llc1.72%172,871$18,492,050$18,974,321+$482,271+2.61%
Equitable Holdings, Inc.0.11%151,367$18,032,346$16,614,042-$1,418,304-7.87%
Commonwealth Equity Services, Llc0.02%151,528$16,208,938$16,631,713+$422,775+2.61%
Royal Bank Of Canada0.00%125,342$14,932,000$13,757,538-$1,174,462-7.87%
Optimist Retirement Group Llc5.65%129,821$13,886,989$14,249,153+$362,164+2.61%
Tiaa-Cref Individual & Institutional Services, Llc0.05%115,518$13,761,659$12,679,256-$1,082,403-7.87%
Cwm, Llc0.03%137,291$13,265,094$15,069,060+$1,803,966+13.60%
Cornerstone Advisors Asset Management, Llc1.73%111,228$13,250,592$12,208,385-$1,042,207-7.87%
Envestnet Asset Management Inc0.00%109,766$13,068,634$12,047,916-$1,020,718-7.81%
Integrated Wealth Concepts Llc0.09%109,263$13,016,551$11,992,707-$1,023,844-7.87%
Marietta Wealth Management, Llc1.33%117,999$12,545,654$12,951,570+$405,916+3.24%
Moneco Advisors, Llc0.76%104,727$12,476,167$11,494,836-$981,331-7.87%
Csenge Advisory Group0.49%101,204$12,056,429$11,108,151-$948,278-7.87%
Shakespeare Wealth Management, Llc2.16%104,659$11,195,355$11,487,372+$292,017+2.61%
Rainey & Randall Wealth Advisors Inc.1.55%101,422$10,849,164$11,132,079+$282,915+2.61%
Mather Group, Llc.0.09%100,605$10,761,718$11,042,405+$280,687+2.61%
Wealth Enhancement Advisory Services, Llc0.02%99,498$10,727,913$10,920,900+$192,987+1.80%
Baird Financial Group, Inc.0.01%88,793$10,577,910$9,745,920-$831,990-7.87%
Mutual Advisors, Llc0.19%85,532$10,189,424$9,387,992-$801,432-7.87%
Mai Capital Management0.04%85,007$10,126,929$9,330,368-$796,561-7.87%
Showing 50 of 537

Frequently asked questions about SLYG

  • Who are the largest institutional holders of SLYG?

    The largest institutional holders of SLYG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Financial Engines Advisors L.L.C., Bank Of America Corp, Morgan Stanley, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported SLYG position.

  • What is SLYG institutional ownership?

    This page tracks SLYG positions reported by institutional investment managers through SEC Form 13F. SPDR S&P 600 SMALL CAP GROWT (SLYG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SLYG?

    InsiderSet currently tracks 537 institutional managers reporting SLYG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SLYG shareholders.

  • How much SLYG stock do institutions own?

    Institutional investment managers disclosed approximately $3.50B in SLYG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SLYG institutional ownership last updated?

    The latest SLYG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional SLYG holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SLYG position after the reporting date.

  • Are institutions buying or selling SLYG?

    Institutional buying and selling can be analyzed by comparing SLYG positions across consecutive 13F reporting periods. InsiderSet's SLYG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SLYG ownership changes.

  • How has SLYG institutional ownership changed over time?

    InsiderSet tracks SLYG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.