SS SPDR S&P 600 SC ESG ETFESIXETF
13F holders, Q1 2025 (March 31)11holders −1
0new positions
2sold out
$28.42avg. 13F price*
At the end of Q1 2025, 11 institutions reported holding SS SPDR S&P 600 SC ESG ETF (ESIX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 2 sold out. The largest holders were Sapient Capital LLC ($943K), Susquehanna International Group, LLP ($616K) and Walkner Condon Financial Advisors LLC ($495K).
- Company
- SS SPDR S&P 600 SC ESG ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R481
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $428K |
All 13F filers, Q4 2024 → Q1 2025: 3,990 shares bought and 14,585 shares sold, net −10,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Sapient Capital LLC | 0.02% | No change | 33,152 | $943K |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.7% | 21,663 | $616K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +24.9% | 17,410 | $495K |
| Paulson Wealth Management Inc. | 0.06% | Add +4.3% | 7,077 | $201K |
| Osaic Holdings, Inc. | 0.00% | Add +63.2% | 586 | $17K |
| Lanark Financial, Inc. | 0.00% | — | 575 | $16K |
| Cwm, LLC | 0.00% | No change | 397 | $11K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 210 | $6K |
| UBS Group AG | 0.00% | Reduce -3.0% | 159 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.3% | 65 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -90.2% | 13 | $370 |
"% 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.