AssetMark Inc’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-11
Closed -$349 3589
2026
Q1
$349 Sell
11
-1
-8% -$33 ﹤0.01% 3244
2025
Q4
$378 Sell
12
-3
-20% -$94 ﹤0.01% 3154
2025
Q3
$470 Buy
15
+1
+7% +$31 ﹤0.01% 2936
2025
Q2
$412 Buy
14
+1
+8% +$28 ﹤0.01% 2780
2025
Q1
$370 Sell
13
-120
-90% -$3.68K ﹤0.01% 2463
2024
Q4
$4.18K Buy
133
+1
+0.8% +$32 ﹤0.01% 1971
2024
Q3
$4.18K Sell
132
-4
-3% -$122 ﹤0.01% 1756
2024
Q2
$3.94K Buy
+136
New +$3.95K ﹤0.01% 1632

AssetMark Inc's ESIX Position: Q2 2026 in Review

AssetMark Inc sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q2 2026, closing a stake of 11 shares — an estimated $349 sold.

AssetMark Inc first reported a position in ESIX in Q2 2024 and held it in 8 quarters. The position peaked at $4.18K in Q4 2024. 0 funds tracked by Wall St. Rank hold ESIX as of Q2 2026.

  • AssetMark Inc reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 11 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q2 2026, an estimated $349.
  • AssetMark Inc first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q2 2024 and held it in 8 quarters.
  • AssetMark Inc's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $4.18K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.