SS SPDR S&P 600 SC ESG ETFESIXETF

13F holders, Q1 2026 (March 31)
15holders
1new positions
1sold out
1famous investor
$31.73avg. 13F price*

At the end of Q1 2026, 15 institutions reported holding SS SPDR S&P 600 SC ESG ETF (ESIX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($1.1M), Sapient Capital LLC ($1.1M) and Paulson Wealth Management Inc. ($311K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR S&P 600 SC ESG ETF
Filed as
SPDR SERIES TRUST (Q1 2026)
CUSIP
78468R481
Latest filing quarter
Q1 2026

History

Number of 13F holders

051015 Q1 2024: 6Q1 2024Q2 2024: 9Q2 2024Q3 2024: 11Q3 2024Q4 2024: 12Q4 2024Q1 2025: 11Q1 2025Q2 2025: 14Q2 2025Q3 2025: 14Q3 2025Q4 2025: 15Q4 2025Q1 2026: 15Q1 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$212K
Exits1$9K

All 13F filers, Q4 2025 → Q1 2026: 10,735 shares bought and 2,747 shares sold, net +7,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

HighTower Advisors, LLC 0.00% Reduce -4.8% 34,776 $1.1M
Sapient Capital LLC 0.02% No change 33,152 $1.1M
Paulson Wealth Management Inc. 0.07% Add +1.1% 9,805 $311K
Lodestar Private Asset Management LLC 0.03% Add +0.8% 9,755 $310K
Envestnet Asset Management Inc. 0.00% Add +25.4% 9,613 $305K
Truist Financial Corp. 0.00% Add +7.5% 8,235 $261K
Citadel Advisors 0.00% Reduce -9.4% 6,891 $219K
TPG Financial Advisors, LLC 0.07% New 6,690 $212K
Osaic Holdings, Inc. 0.00% Add +238.7% 1,907 $61K
Pension & Wealth Management Advisors, Inc. 0.01% No change 665 $21K
Lanark Financial, Inc. 0.00% No change 575 $18K
Cwm, LLC 0.00% No change 554 $18K
Morgan Stanley 0.00% No change 211 $7K
Aptus Capital Advisors, LLC 0.00% No change 129 $4K
Assetmark, Inc. 0.00% Reduce -8.3% 11 $349

"% of holder's portfolio" is ESIX's weight in each manager's 13F, not the share of SS SPDR S&P 600 SC ESG ETF the manager owns.