SS SPDR S&P 600 SC ESG ETFESIXETF

13F holders, Q1 2024 (March 31)
6holders
$29.84avg. 13F price*

At the end of Q1 2024, 6 institutions reported holding SS SPDR S&P 600 SC ESG ETF (ESIX) in their 13F filings. The largest holders were HighTower Advisors, LLC ($202K), Lanark Financial, Inc. ($17K) and Morgan Stanley ($7K).

Company
SS SPDR S&P 600 SC ESG ETF
Filed as
SPDR SER TR (Q1 2024)
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 Q1 2024

InstitutionsTotal Value
New Positions2$207K
Exits0$0

Ownership 6 holders

HighTower Advisors, LLC 0.00% New 6,762 $202K
Lanark Financial, Inc. 0.00% No change 575 $17K
Morgan Stanley 0.00% No change 230 $7K
Cwm, LLC 0.00% New 172 $5K
Osaic Holdings, Inc. 0.00% Add +56.6% 119 $4K
UBS Group AG 0.00% Add +3350.0% 69 $2K

"% 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.