Who Owns State Street SPDR S&P SmallCap 600 ESG ETF (ESIX)?Hedge Fund & Institutional Holders
Institutional Holders
15
as of Q4 2025
Total Institutional Value
$10001000305304242176.0T
% of Float Held
—
QoQ Change in Holders
+8 / -1
Price History
ESIX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| SAPIENT CAPITAL LLC | New Position | +33K | +$1.0M |
| Paulson Wealth Management Inc. | New Position | +10K | +$305K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | New Position | +10K | +$304K |
| TRUIST FINANCIAL CORP | New Position | +8K | +$241K |
| CWM, LLC | New Position | +554 | +$17K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +8K | +$0 |
| CITADEL ADVISORS LLC | New Position | +8K | +$0 |
| SageView Advisory Group, LLC | New Position | +272 | +$0 |
| MORGAN STANLEY | Increased | +1 | +$-6.6M |
ESIX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| HighTower Advisors, LLC | Decreased | -321 | -$1.2B |
| UBS Group AG | Closed Position | -85 | -$2.7M |
| ASSETMARK, INC | Decreased | -3 | -$470K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 36,538 | $1.0M | 0.00% | Share |
| 2 | SAPIENT CAPITAL LLC | 33,152 | $1.0M | 0.01% | Share |
| 3 | Paulson Wealth Management Inc. | 9,697 | $305K | 0.07% | Share |
| 4 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 9,682 | $304K | 0.03% | Share |
| 5 | TRUIST FINANCIAL CORP | 7,664 | $241K | 0.00% | Share |
| 6 | NBC SECURITIES, INC. | 575 | $18K | 0.00% | Share |
| 7 | CWM, LLC | 554 | $17K | 0.00% | Share |
| 8 | CITADEL ADVISORS LLC | 7,603 | $0 | 0.00% | Share |
| 9 | Aptus Capital Advisors, LLC | 129 | $0 | 0.00% | Share |
| 10 | SageView Advisory Group, LLC | 272 | $0 | 0.00% | Share |
| 11 | ASSETMARK, INC | 12 | $0 | 0.00% | Share |
| 12 | MORGAN STANLEY | 210 | $0 | 0.00% | Share |
| 13 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 7,664 | $0 | 0.00% | Share |
| 15 | OSAIC HOLDINGS, INC. | 563 | $0 | 0.00% | Share |
ESIX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $2.9M | +7 |
| Q3 2025 | 7 | $1.2B | -6 |
| Q2 2025 | 13 | $3.3B | +2 |
| Q1 2025 | 11 | $2.3B | -2 |
| Q4 2024 | 13 | $1.0T | +3 |
| Q3 2024 | 10 | $823.8B | +3 |
| Q2 2024 | 7 | $880.3B | +2 |
| Q1 2024 | 5 | $9.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 15 institutional investors hold ESIX (State Street SPDR S&P SmallCap 600 ESG ETF). The largest holder is HighTower Advisors, LLC with $1.0M in shares. This quarter, 8 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own ESIX?
As of Q4 2025, 15 institutional investors report holding ESIX (State Street SPDR S&P SmallCap 600 ESG ETF) in their 13F filings.
Who is the largest institutional holder of ESIX?
The largest institutional holder of ESIX is HighTower Advisors, LLC with $1.0M in shares.
Is institutional ownership of ESIX increasing or decreasing?
This quarter, 8 institutions opened new positions in ESIX and 1 closed their positions.