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 | 34,776 | 1,103 | 0.0% | 0.0% | 1 | -1,762 | -4.82% | Q1 2026 | May 05, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 33,152 | 1,052 | 0.02% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 9,805 | 311 | 0.07% | 0.07% | 3 | +108 | 1.11% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 9,755 | 309 | 0.03% | 0.03% | 4 | +73 | 0.75% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,613 | 305 | 0.0% | 0.0% | 5 | +1,949 | 25.43% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,235 | 261 | 0.0% | 0.0% | 6 | +571 | 7.45% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,891 | 218 | 0.0% | 0.0% | 7 | -712 | -9.36% | Q1 2026 | May 15, 2026 |
| TPG Financial Advisors, LLC | History | New | 6,690 | 212 | 0.07% | — | 8 | +6,690 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,907 | 60 | 0.0% | 0.0% | 9 | +1,344 | 238.72% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 575 | 18 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | No change | 554 | 17 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 272 | 8 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 211 | 6 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 129 | 4 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q1 2026 | May 06, 2026 |