SPDR SERIES TRUST - ESIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Reduced | 36,538 | 1,149 | 0.0% | 0.0% | 1 | -321 | -0.87% | Q4 2025 | Feb 06, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 33,152 | 1,053 | 0.01% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 9,697 | 305 | 0.07% | 0.06% | 3 | +1,297 | 15.44% | Q4 2025 | Feb 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 9,682 | 304 | 0.03% | 0.03% | 4 | +1,119 | 13.07% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,664 | 241 | 0.0% | 0.0% | 5 | +279 | 3.78% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,664 | 241 | 0.0% | 0.0% | 6 | +279 | 3.78% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,603 | 239 | 0.0% | — | 7 | +7,603 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 575 | 18 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 554 | 17 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 563 | 17 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 272 | 8 | 0.0% | — | 11 | +272 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 211 | 6 | 0.0% | 0.0% | 12 | +1 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 129 | 4 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ASSETMARK, INC | History | Reduced | 12 | 0 | — | — | — | -3 | -20.0% | Q4 2025 | Jan 23, 2026 |