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ESIX SPDR SERIES TRUST

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ETF (fund)

14 managers (14 13F filers) reported a position in ESIX shares at 2025-09-30, 104,540 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
6
Reduced
2
Sold out
3
Shares held by filers
104,540

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC36,859$1.16M<0.01%-95913F-HRTimeline
SAPIENT CAPITAL LLC33,152$1.04M0.02%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,563$269K0.03%new13F-HRTimeline
Paulson Wealth Management Inc.8,400$263K0.06%+1,21913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,385$232K<0.01%+54213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,385$232K<0.01%+54213F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…665$20.9K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.575$18K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.563$17.8K<0.01%+2013F-HRTimelineGroup
CWM, LLCin group CWM, LLC554$17K<0.01%+15713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY210$6.59K<0.01%-113F-HR/ATimelineGroup
Aptus Capital Advisors, LLC129$4.05K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG85$2.67K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC15$470<0.01%+113F-HRTimelineGroup