Envestnet Asset Management’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
-9,613
Closed -$305K 4867
2026
Q1
$305K Buy
9,613
+1,949
+25% +$63.9K ﹤0.01% 4260
2025
Q4
$241K Buy
7,664
+279
+4% +$8.73K ﹤0.01% 4162
2025
Q3
$232K Buy
7,385
+542
+8% +$16.7K ﹤0.01% 4245
2025
Q2
$201K Buy
+6,843
New +$192K ﹤0.01% 4235

Envestnet Asset Management's ESIX Position: Q2 2026 in Review

Envestnet Asset Management sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q2 2026, closing a stake of 9,613 shares — an estimated $305K sold.

Envestnet Asset Management first reported a position in ESIX in Q2 2025 and held it in 4 quarters. The position peaked at $305K in Q1 2026. 0 funds tracked by Wall St. Rank hold ESIX as of Q2 2026.

  • Envestnet Asset Management reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 9,613 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q2 2026, an estimated $305K.
  • Envestnet Asset Management first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q2 2025 and held it in 4 quarters.
  • Envestnet Asset Management's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $305K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.