# SPDR SERIES TRUST (ESIX)

> Institutional ownership reported to the SEC as of Q1 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ESIX/

- Reporting holders: 15
- Reported value: $3.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $1.1M | 34,776 | 0.0% | 4 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.1M | 33,152 | 0.0% | 7 |
| [Paulson Wealth Management Inc.](https://holderbook.com/funds/1731878-paulson-wealth-management-inc/) | $311.1K | 9,805 | 0.1% | 7 |
| [LODESTAR PRIVATE ASSET MANAGEMENT LLC](https://holderbook.com/funds/1963040-lodestar-private-asset-management-llc/) | $309.6K | 9,755 | 0.0% | 3 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $305.1K | 9,613 | 0.0% | 4 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $261.3K | 8,235 | 0.0% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $218.7K | 6,891 | 0.0% | 2 |
| [TPG Financial Advisors, LLC](https://holderbook.com/funds/1706669-tpg-financial-advisors-llc/) | $212.3K | 6,690 | 0.1% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $60.5K | 1,907 | 0.0% | 15 |
| [PENSION & WEALTH MANAGEMENT ADVISORS, INC.](https://holderbook.com/funds/2145782-pension-wealth-management-advisors-inc/) | $21.1K | 665 | 0.0% | 3 |
| [NBC SECURITIES, INC.](https://holderbook.com/funds/791540-nbc-securities-inc/) | $18.2K | 575 | 0.0% | 5 |
| [CWM, LLC](https://holderbook.com/funds/1535847-cwm-llc/) | $17.6K | 554 | 0.0% | 9 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $6.7K | 211 | 0.0% | 11 |
| [Aptus Capital Advisors, LLC](https://holderbook.com/funds/1664193-aptus-capital-advisors-llc/) | $4.1K | 129 | 0.0% | 6 |
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $349 | 11 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2026 | 15 | $3.9M |
| Q4 2025 | 15 | $3.6M |
| Q3 2025 | 14 | $3.3M |
| Q2 2025 | 14 | $3.4M |
| Q1 2025 | 11 | $2.3M |
| Q4 2024 | 12 | $2.9M |
| Q3 2024 | 11 | $1.9M |
| Q2 2024 | 9 | $928.7K |
| Q1 2024 | 6 | $250.3K |
| Q4 2023 | 4 | $31.7K |
| Q3 2023 | 4 | $248.2K |
| Q2 2023 | 3 | $654.3K |