Skip to content

ESIX SPDR SERIES TRUST

Follow

ETF (fund)

15 managers (15 13F filers) reported a position in ESIX shares at 2026-03-31, 122,969 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
15
13F filers
15
New
1
Added
5
Reduced
3
Sold out
1
Shares held by filers
122,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC34,776$1.1M<0.01%-1,76213F-HRTimeline
SAPIENT CAPITAL LLC33,152$1.05M0.02%013F-HR/ATimeline
Paulson Wealth Management Inc.9,805$311K0.07%+10813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,755$310K0.03%+7313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,613$305K<0.01%+1,94913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,235$261K<0.01%+57113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,891$219K<0.01%-71213F-HRTimelineGroup
TPG Financial Advisors, LLC6,690$212K0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,907$60.5K<0.01%+1,34413F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…665$21.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.575$18.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC554$17.6K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY211$6.71K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC129$4.09K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11$349<0.01%-113F-HRTimelineGroup