14 institutions reported holding $3.9M of SPDR SERIES TRUST (ESIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: HighTower Advisors, LLC ($1.1M), SAPIENT CAPITAL LLC ($1.1M), Paulson Wealth Management Inc. ($311,150), LODESTAR PRIVATE ASSET MANAGEMENT LLC ($309,563), ENVESTNET ASSET MANAGEMENT INC ($305,057). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $1.1M | 34,776 | Trimmed |
| 2 | SAPIENT CAPITAL LLC | $1.1M | 33,152 | Hold |
| 3 | Paulson Wealth Management Inc. | $311,150 | 9,805 | Added |
| 4 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $309,563 | 9,755 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $305,057 | 9,613 | Added |
| 6 | TRUIST FINANCIAL CORP | $261,328 | 8,235 | Added |
| 7 | CITADEL ADVISORS LLC | $218,678 | 6,891 | Trimmed |
| 8 | TPG Financial Advisors, LLC | $212,299 | 6,690 | New |
| 9 | OSAIC HOLDINGS, INC. | $60,508 | 1,907 | Added |
| 10 | NBC SECURITIES, INC. | $18,246 | 575 | Hold |
| 11 | CWM, LLC | $17,581 | 554 | Hold |
| 12 | MORGAN STANLEY | $6,711 | 211 | Hold |
| 13 | Aptus Capital Advisors, LLC | $4,094 | 129 | Hold |
| 14 | ASSETMARK, INC | $349 | 11 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31