Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
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Equity / S&P 600 SMCP GRW
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Number of holders
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211
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Total shares
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5.73M
-
Shares change
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-222K
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Total reported value, excl. options
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$477M
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Value change
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-$20.5M
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Number of buys
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97
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Number of sells
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-91
-
Price
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$83.00
Significant Holders of SPDR SER TR - S&P 600 SMCP GRW (SLYG) as of Q1 2025
227 filings reported holding SLYG - SPDR SER TR - S&P 600 SMCP GRW as of Q1 2025.
SPDR SER TR - S&P 600 SMCP GRW (SLYG) has 211 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.73M shares
.
Largest 10 shareholders include Rodgers & Associates, LTD (398K shares), Avantax Planning Partners, Inc. (360K shares), Krilogy Financial LLC (271K shares), GHP Investment Advisors, Inc. (238K shares), Convergence Financial, LLC (233K shares), ERTS Wealth Advisors, LLC (230K shares), KWB Wealth (191K shares), ENVESTNET ASSET MANAGEMENT INC (148K shares), Grey Fox Wealth Advisors, LLC (145K shares), and CONFLUENCE INVESTMENT MANAGEMENT LLC (127K shares).
This table shows the top 211 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.