ESIX — SPDR SERIES TRUST

Ownership history in SageView Advisory Group, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which SageView Advisory Group, LLC reported a position in SPDR SERIES TRUST (ESIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 272 — — 0.00% $9K $31.46
% of Fund (quarterly)    ESIX price (monthly, adj. close)

Other funds also holding ESIX

As of 2025 Q4 — sorted by position size

Paulson Wealth Management Inc. 3Y 7Y 0.07% LODESTAR PRIVATE ASSET MANAGEMENT LLC 3Y 0.03% SAPIENT CAPITAL LLC 0.01% NBC SECURITIES, INC. 0.0% HighTower Advisors, LLC 3Y 7Y 0.0% TRUIST FINANCIAL CORP 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% CWM, LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% Aptus Capital Advisors, LLC 3Y 7Y 0.0%
← Back to SageView Advisory Group, LLC Holdings