Ticker: ESIX CUSIP: 78468R481 Class: SPDR S&P SMALLCA
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 7,603 | $239 |
| SageView Advisory Group, LLC | 272 | $9 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Paulson Wealth Management Inc. | 8,400 | 9,697 | +1,297 (+15.4%) |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 8,563 | 9,682 | +1,119 (+13.1%) |
| TRUIST FINANCIAL CORP | 7,385 | 7,664 | +279 (+3.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 7,385 | 7,664 | +279 (+3.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ASSETMARK, INC | 15 | 12 | -3 (-20.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| UBS Group AG | 85 | $3 |