ESIX SPDR SERIES TRUST
FollowETF (fund)
12 managers (12 13F filers) reported a position in ESIX shares at 2025-03-31, 81,307 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 1
- Added
- 4
- Reduced
- 4
- Sold out
- 2
- Shares held by filers
- 81,307
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SAPIENT CAPITAL LLC | 33,152 | $943K | 0.02% | 0 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 21,663 | $616K | <0.01% | -829 | 13F-HRTimelineGroup |
| Walkner Condon Financial Advisors LLC | 17,410 | $495K | 0.1% | +3,467 | 13F-HRTimeline |
| Paulson Wealth Management Inc. | 7,077 | $201K | 0.06% | +291 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 586 | $16.7K | <0.01% | +227 | 13F-HRTimelineGroup |
| LANARK FINANCIAL, INC. | 575 | $16K | <0.01% | new | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 397 | $11K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 210 | $5.97K | <0.01% | -1 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 159 | $4.52K | <0.01% | -5 | 13F-HRTimelineGroup |
| Aptus Capital Advisors, LLC | 65 | $1.85K | <0.01% | +5 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 13 | $370 | <0.01% | -120 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |