DOSSIER · 13F Holders · Q4 2025
ESIX

SPDR SERIES TRUST

8 institutions still hold SPDR SERIES TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R481·8 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$549K
visible holders
Holders
8
filers reporting
Concentration
43.57%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q4 2025

8 institutions reported ESIX in Q4 2025. CITADEL ADVISORS LLC leads at 43.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CITADEL ADVISORS LLC
CIK 0001423053
$239K8K0.00%Q4 2025
02
TPG Financial Advisors, LLC
CIK 0001706669
$212K7K0.07%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$61K2K0.00%Q1 2026
04
CWM, LLC
CIK 0001535847
$18K5540.00%Q1 2026
05
SageView Advisory Group, LLC
CIK 0001914558
$9K2720.00%Q4 2025
06
MORGAN STANLEY
CIK 0000895421
$7K2110.00%Q1 2026
07
Aptus Capital Advisors, LLC
CIK 0001664193
$4K1290.00%Q1 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025