SS SPDR S&P 600 SC ESG ETFESIXETF

13F holders, Q2 2025 (June 30)
14holders +3
5new positions
2sold out
$29.42avg. 13F price*

At the end of Q2 2025, 14 institutions reported holding SS SPDR S&P 600 SC ESG ETF (ESIX) in their 13F filings, up 3 from Q1 2025. 5 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($1.1M), Sapient Capital LLC ($975K) and Walkner Condon Financial Advisors LLC ($423K).

Company
SS SPDR S&P 600 SC ESG ETF
Filed as
SPDR SERIES TRUST (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$1.7M
Exits2$620K

All 13F filers, Q1 2025 → Q2 2025: 58,795 shares bought and 24,903 shares sold, net +33,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

HighTower Advisors, LLC 0.00% New 37,818 $1.1M
Sapient Capital LLC 0.02% No change 33,152 $975K
Walkner Condon Financial Advisors LLC 0.08% Reduce -17.4% 14,372 $423K
Paulson Wealth Management Inc. 0.05% Add +1.5% 7,181 $211K
Sheets Smith Wealth Management 0.02% New 6,868 $202K
Truist Financial Corp. 0.00% New 6,843 $201K
Envestnet Asset Management Inc. 0.00% New 6,843 $201K
Lanark Financial, Inc. 0.00% No change 575 $16K
Osaic Holdings, Inc. 0.00% Reduce -7.3% 543 $16K
Cwm, LLC 0.00% No change 397 $12K
Raymond James Financial Inc. 0.00% New 253 $7K
Morgan Stanley 0.00% Add +0.5% 211 $6K
Aptus Capital Advisors, LLC 0.00% Add +98.5% 129 $4K
Assetmark, Inc. 0.00% Add +7.7% 14 $412

"% 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.