Benjamin F. Edwards & Company’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Benjamin F. Edwards & Company’s Portfolio ESIX Stock Details ESIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$20K	Buy	+693	New	+$20.1K	﹤0.01%	1548

Other funds holding ESIX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin F. Edwards & Company's ESIX Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q2 2024: 693 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #1548 among its holdings.

9 funds tracked by Wall St. Rank hold ESIX as of Q2 2024.

Benjamin F. Edwards & Company held 693 shares of State Street SPDR S&P SmallCap 600 ESG ETF worth $20K as of Q2 2024.
State Street SPDR S&P SmallCap 600 ESG ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
State Street SPDR S&P SmallCap 600 ESG ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1548 holding.
9 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.