SPDR SERIES TRUST (ESIX)
Institutional ownership reported to the SEC as of Q1 2026, across 16 quarters.
15
Reporting holders
$3.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $1.1M | 34,776 | 0.00% | 4q | -4.8%-$55.9K |
| SAPIENT CAPITAL LLC | $1.1M | 33,152 | 0.02% | 7q | HELD |
| Paulson Wealth Management Inc. | $311.1K | 9,805 | 0.07% | 7q | +1.1%+$3.4K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $309.6K | 9,755 | 0.03% | 3q | +0.8%+$2.3K |
| ENVESTNET ASSET MANAGEMENT INC | $305.1K | 9,613 | 0.00% | 4q | +25.4%+$61.8K |
| TRUIST FINANCIAL CORP | $261.3K | 8,235 | 0.00% | 4q | +7.5%+$18.1K |
| CITADEL ADVISORS LLC | $218.7K | 6,891 | 0.00% | 2q | -9.4%-$22.6K |
| TPG Financial Advisors, LLC | $212.3K | 6,690 | 0.07% | new | NEW |
| OSAIC HOLDINGS, INC. | $60.5K | 1,907 | 0.00% | 15q | +238.7%+$42.6K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $21.1K | 665 | 0.01% | 3q | HELD |
| NBC SECURITIES, INC. | $18.2K | 575 | 0.00% | 5q | HELD |
| CWM, LLC | $17.6K | 554 | 0.00% | 9q | HELD |
| MORGAN STANLEY | $6.7K | 211 | 0.00% | 11q | HELD |
| Aptus Capital Advisors, LLC | $4.1K | 129 | 0.00% | 6q | HELD |
| ASSETMARK, INC | $349 | 11 | 0.00% | 8q | -8.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 15 | $3.9M | 122,969 | 1 | 5 | 3 | 0.0% |
| Q4 2025 | 14 | $3.6M | 114,427 | 2 | 4 | 2 | 0.0% |
| Q3 2025 | 13 | $3.3M | 103,986 | 3 | 5 | 1 | 0.0% |
| Q2 2025 | 12 | $3.4M | 114,227 | 5 | 3 | 2 | 0.0% |
| Q1 2025 | 9 | $2.3M | 80,335 | 0 | 4 | 3 | 0.0% |
| Q4 2024 | 11 | $2.9M | 90,930 | 2 | 6 | 1 | 0.0% |
| Q3 2024 | 9 | $1.8M | 57,891 | 6 | 0 | 1 | 0.0% |
| Q2 2024 | 6 | $887.7K | 30,631 | 3 | 1 | 1 | 0.0% |
| Q1 2024 | 4 | $228.3K | 7,640 | 1 | 3 | 0 | 0.0% |
| Q4 2023 | 4 | $15.7K | 1,113 | 1 | 1 | 0 | 0.0% |
| Q3 2023 | 4 | $234.2K | 9,816 | 1 | 0 | 0 | 0.0% |
| Q2 2023 | 3 | $654.3K | 24,659 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 4 | $259.7K | 10,073 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 3 | $227.9K | 9,012 | 1 | 0 | 1 | 0.0% |
| Q3 2022 | 2 | $5.0K | 216 | 1 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $1.0K | 37 | 1 | 0 | 0 | 0.0% |