SS SPDR S&P 600 SC ESG ETFESIXETF
13F holders, Q3 2025 (September 30)14holders
3new positions
3sold out
$31.34avg. 13F price*
At the end of Q3 2025, 14 institutions reported holding SS SPDR S&P 600 SC ESG ETF (ESIX) in their 13F filings, unchanged from Q2 2025. 3 opened new positions and 3 sold out. The largest holders were HighTower Advisors, LLC ($1.2M), Sapient Capital LLC ($1.0M) and Lodestar Private Asset Management LLC ($269K).
- Company
- SS SPDR S&P 600 SC ESG ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78468R481
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $292K |
| Exits | 3 | $632K |
All 13F filers, Q2 2025 → Q3 2025: 11,794 shares bought and 22,453 shares sold, net −10,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| HighTower Advisors, LLC | 0.00% | Reduce -2.5% | 36,859 | $1.2M |
| Sapient Capital LLC | 0.02% | No change | 33,152 | $1.0M |
| Lodestar Private Asset Management LLC | 0.03% | New | 8,563 | $269K |
| Paulson Wealth Management Inc. | 0.06% | Add +17.0% | 8,400 | $263K |
| Truist Financial Corp. | 0.00% | Add +7.9% | 7,385 | $232K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 7,385 | $232K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 665 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 575 | $18K |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 563 | $18K |
| Cwm, LLC | 0.00% | Add +39.5% | 554 | $17K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 210 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 129 | $4K |
| UBS Group AG | 0.00% | New | 85 | $3K |
| Assetmark, Inc. | 0.00% | Add +7.1% | 15 | $470 |
"% 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.