SS SPDR S&P 600 SC ESG ETFESIXETF
13F holders, Q4 2024 (December 31)12holders +1
2new positions
0sold out
$31.42avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding SS SPDR S&P 600 SC ESG ETF (ESIX) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were Sapient Capital LLC ($1.0M), Susquehanna International Group, LLP ($707K) and Walkner Condon Financial Advisors LLC ($438K).
- Company
- SS SPDR S&P 600 SC ESG ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R481
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 33,059 shares bought and 20 shares sold, net +33,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Sapient Capital LLC | 0.02% | Add +233.3% | 33,152 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +42.1% | 22,492 | $707K |
| Walkner Condon Financial Advisors LLC | 0.09% | Add +22.2% | 13,943 | $438K |
| Sheets Smith Wealth Management | 0.03% | No change | 6,868 | $216K |
| Paulson Wealth Management Inc. | 0.06% | Add +3.0% | 6,786 | $213K |
| HighTower Advisors, LLC | 0.00% | No change | 6,762 | $212K |
| Cwm, LLC | 0.00% | No change | 397 | $12K |
| Osaic Holdings, Inc. | 0.00% | Add +201.7% | 359 | $11K |
| Morgan Stanley | 0.00% | Reduce -8.7% | 211 | $7K |
| UBS Group AG | 0.00% | New | 164 | $5K |
| Assetmark, Inc. | 0.00% | Add +0.8% | 133 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | New | 60 | $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.