ESIX β€” SPDR SER TR

Ownership history in Aptus Capital Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported SPDR SER TR (ESIX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows ESIX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aptus Capital Advisors, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ESIX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aptus Capital Advisors, LLC held ESIX β€” position size vs. price
% of Fund (quarterly)    ESIX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 129 β€” 0% 0.00% $4K 2026-02-14 (Est.) $33.82
2025 Q3 UNCHANGED 129 β€” 0% 0.00% $4K 2025-11-12 $30.79
2025 Q2 ADDED 129 +64 +98.5% 0.00% $4K 2025-08-11 $29.24
2025 Q1 ADDED 65 +5 +8.3% 0.00% $2K 2025-05-13 $28.86
2024 Q4 INITIATED 60 β€” β€” 0.00% $2K 2025-02-14 $31.03

FAQ About Aptus Capital Advisors, LLC and ESIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aptus Capital Advisors, LLC reported owning ESIX?

Aptus Capital Advisors, LLC reported ESIX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ESIX position in Aptus Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for ESIX was 0.00% in 2025 Q2.

What is the latest reported ESIX position on this page?

The most recent filing on this page is 2025 Q4, when Aptus Capital Advisors, LLC reported 129 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this ESIX ownership page compare?

The chart compares Aptus Capital Advisors, LLC's quarterly ESIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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