SS SPDR S&P 600 SC ESG ETFESIXETF
13F holders, Q4 2025 (December 31)15holders +1
2new positions
1sold out
1famous investor
$31.55avg. 13F price*
At the end of Q4 2025, 15 institutions reported holding SS SPDR S&P 600 SC ESG ETF (ESIX) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($1.1M), Sapient Capital LLC ($1.1M) and Paulson Wealth Management Inc. ($305K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 600 SC ESG ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R481
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $248K |
| Exits | 1 | $3K |
All 13F filers, Q3 2025 → Q4 2025: 10,850 shares bought and 409 shares sold, net +10,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 36,538 | $1.1M |
| Sapient Capital LLC | 0.01% | No change | 33,152 | $1.1M |
| Paulson Wealth Management Inc. | 0.07% | Add +15.4% | 9,697 | $305K |
| Lodestar Private Asset Management LLC | 0.03% | Add +13.1% | 9,682 | $305K |
| Truist Financial Corp. | 0.00% | Add +3.8% | 7,664 | $241K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.8% | 7,664 | $241K |
| Citadel Advisors | 0.00% | New | 7,603 | $239K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 665 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 575 | $18K |
| Osaic Holdings, Inc. | 0.00% | No change | 563 | $18K |
| Cwm, LLC | 0.00% | No change | 554 | $17K |
| SageView Advisory Group, LLC | 0.00% | New | 272 | $9K |
| Morgan Stanley | 0.00% | Add +0.5% | 211 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 129 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -20.0% | 12 | $378 |
"% 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.