ESIX — SPDR SER TR

Ownership history in UBS Group AG  ·  10 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in SPDR SER TR (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 Q3 REDUCED 85 -74 -46.5% 0.00% $3K $31.22
2025 Q1 REDUCED 159 -5 -3.0% 0.00% $5K $28.05
2024 Q4 ADDED 164 +87 +113.0% 0.00% $5K $30.89
2024 Q2 ADDED 77 +8 +11.6% 0.00% $2K $28.20
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% SageView Advisory Group, LLC 3Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% CWM, LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0%
← Back to UBS Group AG Holdings