Cetera Investment Advisers’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Cetera Investment Advisers’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
2023 Q4	–	Sell	-8,955	Closed	-$227K	–	2265
2023 Q3	$227K	Buy	8,955 +4	+0%	+$107	﹤0.01%	1903
2023 Q2	$238K	Buy	8,951 +4	+0%	+$101	﹤0.01%	1887
2023 Q1	$231K	Buy	8,947 +3	+0%	+$80	﹤0.01%	1867
2022 Q4	$226K	Buy	+8,944	New	+$229K	﹤0.01%	1836

Other funds holding ESIX

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

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

Cetera Investment Advisers's ESIX Position: Q4 2023 in Review

Cetera Investment Advisers sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q4 2023, closing a stake of 8,955 shares — an estimated $227K sold.

Cetera Investment Advisers first reported a position in ESIX in Q4 2022 and held it in 4 quarters. The position peaked at $238K in Q2 2023. 4 funds tracked by Wall St. Rank hold ESIX as of Q4 2023.

Cetera Investment Advisers reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q4 2023 after selling out during the quarter.
Cetera Investment Advisers sold 8,955 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q4 2023, an estimated $227K.
Cetera Investment Advisers first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q4 2022 and held it in 4 quarters.
Cetera Investment Advisers's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $238K in Q2 2023.
4 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q4 2023.

Based on Cetera Investment Advisers's 13F filing for Q4 2023, filed 13 Feb 2024.